RDCTX:NASDAQ
American Funds 2020 Target Date Retirement Fund® Class R-4 – RDCTX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 13.75 | 0.02 (+0.15%) | 12.98 - 14.40 | -- |
Market data as of 12:00AM 04/02/25. Quotes are delayed by at least 15 min.
Overview - RDCTX
The investment seeks growth, income and conservation of capital.
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
Growth of $10,000 (10 Years)
| Total Return | 5.49% |
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| Yield (Trailing 12 Mo.) | 2.59% |
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| Expense Ratio | 0.64% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $250.00 |
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| Management Tenure | 13 Years |
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| Fund Inception | 02/01/2007 |
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Trailing Total Returns - RDCTX
as of 02/28/2025
| Timeframe | RDCTX | S&P 500 | Target-Date 2020 |
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| 1 Month | 1.09% | -1.30% | 0.91% |
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| 3 Month | 1.45% | -0.97% | -0.51% |
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| Year-to-Date | 3.43% | 1.44% | 2.81% |
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| 1 Year | 11.04% | 18.41% | 8.14% |
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| 3 Year | 4.48% | 12.55% | 3.24% |
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| 5 Year | 6.61% | 16.85% | 5.48% |
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| 10 Year | 5.74% | 12.98% | 5.32% |
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| Since Inception | 5.49% | 11.12% | -- |
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Sector Allocation - RDCTX
as of 02/28/2025
| Basic Materials | | 3.56% |
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| Consumer Cyclical | | 7.70% |
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| Financial Services | | 14.98% |
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| Real Estate | | 2.88% |
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| Consumer Defensive | | 8.62% |
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| Healthcare | | 13.42% |
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| Utilities | | 4.97% |
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| Communication Services | | 6.47% |
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| Energy | | 5.34% |
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| Industrials | | 12.25% |
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| Technology | | 19.81% |
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Asset Allocation - RDCTX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 33.25 | 33.25 |
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| Bond | 0.00 | | | 43.86 | 43.86 |
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| Other | 0.00 | | | 0.75 | 0.75 |
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| Foreign Stock | 0.00 | | | 11.50 | 11.50 |
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| Foreign Bond | 0.00 | | | 5.42 | 5.42 |
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| Total | 0.00 | | | 94.78 | 94.78 |
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| Cash | 3.19 | | | 8.31 | 5.11 |
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| Total Net Assets | $15.51B |
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| Total Stock Holdings | 0 |
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| Total Bond Holdings | 0 |
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Bond Credit Quality - RDCTX
as of 02/28/2025
| AAA | | 68.75% |
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| AA | | 2.84% |
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| A | | 8.07% |
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| BBB | | 8.09% |
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| BB | | 6.55% |
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| B | | 3.29% |
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| Below B | | 0.95% |
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| Not Rated | | 1.46% |
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Top Ten Holdings - RDCTX
as of 02/28/2025
Valuation & Growth - RDCTX
as of 02/28/2025
| Valuation | RDCTX | Category Range |
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| Price/Earnings | 21.97 | |
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| Price/Book | 3.28 | |
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| Price/Sales | 2.34 | |
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| Price/Cash Flow | 13.37 | |
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| Dividend Yield | 2.59 | |
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| LT Earnings | 9.75 | |
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| Historical Earnings | 14.54 | |
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| Sales Growth | -2.47 | |
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| Cash-Flow Growth | 5.49 | |
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| Book-Value Growth | -26.3 | |
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