AAOTX Mutual Fund
AAOTX Mutual Fund
AAOTX Mutual Fund
American Funds 2065 Target Date Retirement Fund Class A
AAOTX Mutual Fund Overview
AAOTX Mutual Fund (American Funds 2065 Target Date Retirement Fund Class A) is managed by American Funds. AAOTX expense ratio is 0.73%, holding 17 positions across various sectors. Inception date: 2020-03-27.
AAOTX performance shows a YTD return of 10.40%. The 1-year return is 17.92% and the 5-year return is 8.87%. AAOTX dividend yield stands at 3.96%, paid annually.
AAOTX top holdings include American Funds New Perspective Fund Class R-6 (10.0%), Smallcap World Fund Inc R6 (9.9%), American Funds Fundamental Investors Class R-6 (9.0%), American Funds New World R (8.3%), Capital World Growth And Income Fund, Class R-6 (8.2%). Go to all AAOTX holdings, AAOTX sectors, or AAOTX dividends.
AAOTX can be compared against other funds. Use AAOTX overlap to find shared positions, or AAOTX vs another fund for a side-by-side view. AAOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.