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REETX American Funds 2030 Trgt Date Retire R5

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Fund REETX American Funds 2030 Trgt Date Retire R5
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Similarity
?
100%
Annual Fees
?
$46.74
(0.45% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 3.87% annual return
$27,275.09
Est. savings over 30 yrs
Return
As of 10/31/16
1 YR RETURN 4.02%
3 YR 5.67%
5 YR 10.50%
10 YR --
Description
The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes 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 such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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Similarity

FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.

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