American Funds 2065 Trgt Date Retire A (AAOTX)

Fund Assets	2.11B
Expense Ratio	0.77%
Min. Investment	$250
Turnover	n/a
Dividend (ttm)	0.44
Dividend Yield	2.23%
Dividend Growth	65.35%
Payout Frequency	Annual
Ex-Dividend Date	n/a

Previous Close	18.22
YTD Return	4.83%
1-Year Return	12.41%
5-Year Return	65.62%
52-Week Low	15.45
52-Week High	18.48
Beta (5Y)	n/a
Holdings	17
Inception Date	Mar 27, 2020

About AAOTX

The American Funds 2065 Trgt Date Retire A (AAOTX) seeks to provide for investors that plan to retire in 2065. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. It will invest in fixed income, equity-income and balanced funds as it approaches and passes its target date.

• Category: Target-Date 2065+
• Stock Exchange: NASDAQ
• Ticker Symbol: AAOTX
• Share Class: Class A
• Index: S&P Target Date 2065+ TR

Performance

AAOTX had a total return of 12.41% in the past year, including dividends. Since the fund's inception, the average annual return has been 14.37%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
RFVTX	Class R-6	0.39%
FCQTX	Class F-3	0.39%
REOTX	Class R-5	0.44%
FBMTX	Class F-2	0.48%

Top 10 Holdings

79.84% of assets

Name	Symbol	Weight
American Funds New Perspective Fund® Class R-6	RNPGX	9.98%
American Funds SMALLCAP World Fund® Class R-6	RLLGX	9.98%
American Funds Fundamental Investors® Class R-6	RFNGX	8.96%
American Funds Washington Mutual Investors Fund Class R-6	RWMGX	8.04%
American Funds New World Fund® Class R-6	RNWGX	7.98%
American Funds Capital World Growth and Income Fund® Class R-6	RWIGX	7.95%
American Funds AMCAP Fund® Class R-6	RAFGX	6.98%
American Funds The Growth Fund of America® Class R-6	RGAGX	6.98%
American Funds Investment Company of America® Class R-6	RICGX	6.97%
American Funds American Balanced Fund® Class R-6	RLBGX	6.03%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 26, 2024	$0.438	Dec 27, 2024
Dec 22, 2023	$0.2649	Dec 26, 2023
Dec 23, 2022	$0.4768	Dec 27, 2022
Dec 27, 2021	$0.2254	Dec 28, 2021
Dec 28, 2020	$0.0868	Dec 29, 2020