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American Funds 2010 Trgt Date Retire R1 (RAATX)

12.16 -0.02 (-0.16%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 12.18
  • YTD Return 7.35%
  • Expense Ratio 1.38%
  • Category Target-Date 2000-2010
  • Last Cap Gain -1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 3.97B
  • Beta (5Y Monthly) 0.70
  • Yield 1.93%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.24
  • Inception Date Aug 29, 2014

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past 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, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

American Funds

Fund Family

Target-Date 2000-2010

Fund Category

3.97B

Net Assets

2014-08-29

Inception Date

Performance Overview: RAATX

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Trailing returns as of 11/6/2024. Category is Target-Date 2000-2010.

YTD Return

RAATX
7.35%
Category
4.29%
?

1-Year Return

RAATX
16.89%
Category
14.76%
?

3-Year Return

RAATX
1.74%
Category
8.56%
?

5-Year Return

RAATX
4.47%
Category
7.48%
?

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Holdings: RAATX

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Top 10 Holdings (83.61% of Total Assets)

SymbolCompany% Assets
RIDGX
American Funds Income Fund of Amer R6 17.83%
RBOGX
American Funds Interm Bd Fd of Amer R6 10.88%
RBFGX
American Funds The Bond Fund of America 9.91%
RMMGX
American Funds ST Bd Fd of Amer R6 7.85%
RILFX
American Funds Inflation Linked Bd R6 7.07%
RLBGX
American Funds American Balanced R6 7.04%
RIRGX
American Funds Capital Income Bldr R6 7.00%
RMAGX
American Funds Mortgage R6 6.92%
RMFGX
American Funds American Mutual R6 5.09%
RWMGX
American Funds Washington Mutual R6 4.03%

Sector Weightings

Recent News: RAATX

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Research Reports: RAATX

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