American funds prospectus dates. American Funds Target Date 2040 2019-02-24

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American Funds Target Date 2040

american funds prospectus dates

The index is fully investable, with varying levels of exposure to the asset classes determined during an annual survey process of target date funds' holdings. Results for certain funds with an inception date after February 21, 2014, for the American Funds Target Date Retirement Series, also include hypothetical returns because those funds' Class C shares sold after the funds' date of first offering. Other share classes that include recordkeeping costs have higher expenses and lower results than Class R-6. Investment professionals continue to manage each fund for 30 years after it reaches its target date. Investing for short periods makes losses more likely. If agency ratings differ, the security will be considered to have received the highest of those ratings, consistent with the fund's investment policies.


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American Funds 2040 Target Date Retirement Fund

american funds prospectus dates

You can find a link to the prospectus at the top of the page. There may have been periods when the fund s lagged the index es. Funds are managed, so holdings will change. The top 10% of products in each product category receive 5 stars, the next 22. Investors cannot invest directly in an index.

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American Funds 2035 Trgt Date Retire R4 RDFTX Prospectus

american funds prospectus dates

The target allocations are as of January 1, 2018, and are subject to the Portfolio Oversight Committee's discretion. Figures shown are past results and are not predictive of results in future periods. Investors should carefully consider investment objectives, risks, charges and expenses. Current and future results may be lower or higher than those shown. The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes its target date. All Capital Group trademarks referenced are registered trademarks owned by The Capital Group Companies, Inc.

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The Growth Fund of America

american funds prospectus dates

The fund is subject to the risks and returns of the underlying funds. Casey 6 18 Barry S. Growth stocks are stocks that the investment adviser believes have the potential for above-average capital appreciation. The summary prospectus includes information such as fund investment objectives, strategies, risks, costs, investment results and other information to help investors make an informed decision about investing in a mutual fund. Certain market indexes are unmanaged and, therefore, have no expenses. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. Each target date fund is composed of a mix of the American Funds and is subject to the risks and returns of the underlying funds.

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American Funds EuroPacific Growth Fund

american funds prospectus dates

Consistent Return Within Category Funds Rated 457 457 408 Expense Within Cateogry Funds Rated 226 226 190 Preservation Within Category Funds Rated 4622 4622 3574 Tax Efficiency Within Category Funds Rated 458 458 409 Total Return Within Category Funds Rated 458 458 409 Category Mixed-Asset Target Allocation Growth Cap. This and other important information is contained in the fund , which can be obtained from a financial professional and should be read carefully before investing. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods. Money Market Fund: You could lose money by investing in the fund. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies. All Capital Group trademarks referenced are registered trademarks owned by The Capital Group Companies, Inc. Investors should carefully consider investment objectives, risks, charges and expenses.

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American Funds 2025 Target Date Retirement Fund

american funds prospectus dates

All Capital Group trademarks referenced are registered trademarks owned by The Capital Group Companies, Inc. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Investment allocations for funds of funds may not achieve fund objectives. Share prices and returns will vary, so investors may lose money. A 1% contingent deferred sales charge may apply to Class C shares sold within one year of purchase.

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American Balanced Fund

american funds prospectus dates

If a sales charge had been deducted, the results would have been lower. The funds' allocation strategy does not guarantee that investors' education savings goals will be met. Read our explanation of for details. The net version of this index reinvests dividends after the deduction of withholding taxes, using a tax rate applicable to non-resident institutional investors who do not benefit from double taxation treaties. The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed.

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American Funds 2040 Target Date Retirement Fund

american funds prospectus dates

Placement of a fund in a particular Morningstar category does not mean that the fund will remain in that category or that it will invest primarily in securities consistent with its Morningstar category. Investing for short periods makes losses more likely. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year if applicable Morningstar Rating metrics. Class C shares convert to Class F-1 shares after 10 years. This and other important information is contained in the mutual fund , which can be obtained from a financial professional, and should be read carefully before investing.

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American Funds 2035 Trgt Date Retire R4 RDFTX Prospectus

american funds prospectus dates

For example, in addition to your retirement plan investments, you should consider any investments including those in an Individual Retirement Account and savings accounts. Full details are provided in the fund prospectus. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Class C shares convert to Class F-1 shares after 10 years. Since it measures the difference between a fund's holdings and its benchmark, it could be used in conjunction with other indicators as a measure of portfolio risk or to compare the management fees charged by actively managed funds.

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American Balanced Fund

american funds prospectus dates

A fund that is concentrated will have a small ownership zone relative to the area of the style box, and broadly diversified fund will have an ownership zone that stretches across many sizes and style. The top 10% of products in each product category receive 5 stars, the next 22. Investment results assume all distributions are reinvested and reflect applicable fees and expenses. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. For more information about the risks associated with each fund, go to its detailed fund information page or read the prospectus. The funds' risks are directly related to the risks of the underlying funds, as described herein.

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