American Funds 2065 Target Date Retirement Fund Class R-5
American Funds 2065 Target Date Retirement Fund Class R-5 (REOTX)
The American Funds 2065 Target Date Retirement Fund Class R-5 (ticker: REOTX) is a mutual fund that is designed for investors who are planning to retire in the year 2065. This fund is classified as Class R-5, which typically indicates a lower expense ratio and higher minimum investment compared to other classes. The fund is managed by American Funds, a well-known investment management company, and aims to provide a diversified portfolio of stocks and bonds that will gradually become more conservative as the target date approaches. This fund is suitable for investors who are looking for a long-term retirement investment option with a specific target date in mind.
REOTX Mutual Fund Chart & Stats
- Previous Close
- $21.69
- Sub-Category
- 2065
- Total Liabilities
- $7.05M
- Expense Ratio
- 0.44%
- Holding Count
- 17
- Brand
- American Funds Target Date Retirement Series
- Category
- Target-Date Retirement
- Total Assets
- 6.97B
- Shares Outstanding
- N/A
- 52-Week Range
- $18.96 - $22.87
Top 10 Holdings
| Name | Weight % |
|---|---|
| RLLGXSMALLCAP World Fund, Inc. Cl R-6 | 10.09% |
| RNPGXNew Perspective Fund, Class R-6 Shares | 9.95% |
| RFNGXFundamental Investors, Class R-6 Shares | 9.00% |
| RWIGXCapital World Growth and Income Fund Class R-6 Shares | 8.35% |
| RNWGXNew World Fund, Inc. Cl R-6 | 8.28% |
| RWMGXWashington Mutual Investors Fund Cl R-6 Shs | 8.03% |
| RGAGXThe Growth Fund of America Class R-6 Shares | 7.32% |
| RICGXThe Investment Company of America Cl R-6 | 7.00% |
| RAFGXAMCAP Fund, Class R-6 Shares | 6.93% |
| RMFGXAmerican Mutual Fund, Class R-6 Shares | 5.74% |
| Total | 80.70% |
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