American Funds 2045 Trgt Date Retire A

Frequently Asked Questions About AAHTX

What does AAHTX invest in?

As this fund draws nearer to and progresses beyond its designated target date, it strategically increases its allocation to fixed income, equity-income, and balanced investment vehicles. The advisor endeavors to achieve its financial objectives by investing in a diverse array of underlying American Funds, utilizing various combinations and proportional allocations. These constituent American Funds encompass a broad spectrum of investment categories, including growth, growth-and-income, equity-income, balanced, and fixed income strategies. Each of these classifications is distinguished by its own unique investment aims and methodologies.

What is the expense ratio of AAHTX?

American Funds 2045 Trgt Date Retire A (AAHTX) charges an expense ratio of 0.69%. This is the annual fee deducted from fund assets to cover management and operations.

How big is AAHTX?

American Funds 2045 Trgt Date Retire A (AAHTX) manages $47.17B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is AAHTX actively managed or an index fund?

AAHTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was AAHTX launched?

American Funds 2045 Trgt Date Retire A (AAHTX) launched in January 2007 and is managed by Capital Group.

How has AAHTX performed?

AAHTX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.