LFG YOURPATH AM FDS 2020 AGG (S:0P0001QZX5)
12.94
+0.03
(+0.20%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 16, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| American Funds Fundamental Investors R6 | 15.73% | 95.35 | 0.53% |
|
Lincoln Natl Life Ins Co -
|
14.78% | -- | -- |
| American Funds American Mutual Fund R6 | 10.92% | 61.00 | 0.38% |
| American Funds Inflation Linked Bond Fund R6 | 7.30% | 9.48 | -0.11% |
| American Funds Intmdt Bond Fund of America R6 | 6.37% | 12.73 | -0.16% |
| American Funds Washington Mutual Inv Fund R6 | 6.33% | 66.94 | 0.44% |
| American Funds Bond Fund of America R6 | 6.31% | 11.46 | -0.09% |
| American Funds Growth Fund of America R6 | 5.14% | 81.85 | 0.01% |
| American Funds New Perspective Fund R6 | 4.73% | 72.38 | 0.18% |
| American Funds International Gro & Inc Fd R6 | 3.20% | 46.55 | 0.22% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |