American funds target retirement 2025

    • [PDF File]Am. Funds 2025 Target Date Retire. Fund (R4)

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      * The S&P Target Date 2025 is a multi­asset class index providing exposure to equity and fixed income securities at a level appropriate for a 2025 target retirement date. You cannot invest in an index.

    • [PDF File]American Funds Target Date Rtmt Target-Date Fund Series ...

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      Available Funds 2010 Fund 2015 Fund 2020 Fund 2025 Fund 2030 Fund 2035 Fund 2040 Fund 2045 Fund 2050 Fund 2055 Fund 2060 Fund Morningstar Opinion Leo Acheson 02-05-2019 American Funds Target Date ...

    • [PDF File]Traditional/Roth IRA Application - American Funds

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      Invest 100% of my contributions in Class A shares of the American Funds Target Date Retirement Series ® fund with the year closest to my 65th birthday. New funds for future retirement dates may be added to the series as needed. Target Date Fund 2065 (designed for those born 1998 or later) Target Date Fund 2035 (designed for those born 1968–1972)

    • [PDF File]American Funds® 2025 Target Date Retirement Fund® - Class R-6

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      American Funds® 2025 Target Date Retirement Fund® - Class R-6 Release Date 06-30-21 ... American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income

    • [PDF File]American Funds 2025 Target Date Retirement Fund Class R-6

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      American Funds 2025 Target Date Retirement Fund® Class R-6 A Mutual Fund Third Quarter 2020 Fund Fact Sheet Key Facts Investment Advisor Capital Research and Management Company Asset Class Allocation - Target-Date 2025 Primary Index Morningstar Lifetime Allocation Moderate 2025 TR USD Net Assets $15,032.0 Million Inception Date 07/13/2009 ...

    • American Funds 2025 RFDTX - Norwalk, CT

      American Funds 2025 Target Date Retirement Fund® RFDTX Class R-6 shares Retirement target date fund 3Q Fact Sheet Data as of September 30, 2019 Began operations: February 1, 2007 Objective: Depending on the proximity to its target date, the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation ...

    • [PDF File]American Funds 2025 Target Date Retirement Fund Class R-6

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      American Funds 2025 Target Date Retirement Fund® Class R-6 A Mutual Fund Fourth Quarter 2020 Fund Fact Sheet - Page 3 grown over the last three years. Morningstar uses EPS from continuing operations to calculate this growth rate. For portfolios, this data point is the share-weighted collective earnings growth for all stocks in the current ...

    • [PDF File]VanguardTarget Retirement 2025 Fund

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      Investments in Target Retirement Funds are subject to the risks of their underlying funds. The year in the fund name refers to the approximate year 2025 when an investor in the fund would retire and leave the workforce. The fund will gradually shift its emphasis from more aggressive investments to more conservative ones based on its target date. An

    • [PDF File]American Funds® 2025 Target Date Retirement Fund® - Class R-4

      https://info.5y1.org/american-funds-target-retirement-2025_1_4f2550.html

      American Funds® 2025 Target Date Retirement Fund® - Class R-4 Release Date 06-30-21 ... American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income

    • [PDF File]2025 Target Retirement Account IV - Sentry Insurance

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      Invests in the American Funds 2025 Trgt Date Retire R6 Benchmark S&P Target Date Through 2025 TR Investment objective and strategy Investment glide path Category - Target-Date 2025 Asset allocation Portfolio composition As of 03/31/2021 Cash 8.35% U.S. stocks 37.70% Non-U.S. stocks 16.49% Bonds 36.78% Other/Not classified 0.69% Beta 0.87

    • [PDF File]FRS 2025 Retirement Fund (2025) Data updated as of 06/30 ...

      https://info.5y1.org/american-funds-target-retirement-2025_1_2840a5.html

      15 years before anticipating to retire. The fund is a blend of institutional funds and mutual funds. FRS 2025 Retirement Fund Mixed-Asset Target 2025 Funds Equity 48.22 Fixed Income 40.78 Other 9.39 Cash 1.61 Lipper Leaders (Overall)1 Total Return Calculated Out of -- Mixed-Asset Target 2025 Funds Best = 5 • 4 • 3 • 2 • 1 = Worst

    • [PDF File]American Funds - Mutual of Omaha

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      Target-Date 2025,QYHVWPHQW 2EMHFWLYH 6WUDWHJ\ The investment seeks growth, income and conservation of ... American Funds Target Date Series is a “Through” offering ... retirement goals will be met and a target date fund should not be invested in based solely on age or retirement date.

    • [PDF File]American Funds 2025 Trgt Date *For illustrative purposes ...

      https://info.5y1.org/american-funds-target-retirement-2025_1_f8687d.html

      American Funds 2025 Trgt Date Retire R6 Volatility Meter* The Investment volatility, when shown, is a function of the investment option's Morningstar 3-year Risk Rating.

    • [PDF File]TAKE YOUR FUTURE TO NEW HEIGHTS

      https://info.5y1.org/american-funds-target-retirement-2025_1_18081f.html

      American Funds 2025 Target Date Retirement R-6 RFDTX Target Date 2021–2025 American Funds 2030 Target Date Retirement R-6 RFETX Target Date 2026–2030 American Funds 2035 Target Date Retirement R-6 RFFTX Target Date 2031–2035 American Funds 2040 Target Date Retirement R-6 RFGTX Target Date 2036–2040

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