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American Funds 2025 Trgt Date Retire R1 (RADTX)

15.59 -0.04 (-0.26%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 15.63
  • YTD Return 8.38%
  • Expense Ratio 1.40%
  • Category Target-Date 2025
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 33.55B
  • Beta (5Y Monthly) 0.85
  • Yield 1.48%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.23
  • Inception Date Jan 27, 2017

The fund normally invests a greater portion of its assets in fixed income, 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, including growth funds, 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 2025

Fund Category

33.55B

Net Assets

2017-01-27

Inception Date

Performance Overview: RADTX

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Trailing returns as of 11/6/2024. Category is Target-Date 2025.

YTD Return

RADTX
8.38%
Category
6.61%
?

1-Year Return

RADTX
19.77%
Category
21.54%
?

3-Year Return

RADTX
1.59%
Category
10.23%
?

5-Year Return

RADTX
5.92%
Category
9.75%
?

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Holdings: RADTX

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Top 10 Holdings (65.58% of Total Assets)

SymbolCompany% Assets
RLBGX
American Funds American Balanced R6 8.11%
RIDGX
American Funds Income Fund of Amer R6 7.89%
RBFGX
American Funds The Bond Fund of America 7.83%
RILFX
American Funds Inflation Linked Bd R6 7.80%
RMFGX
American Funds American Mutual R6 6.09%
RWIGX
American Funds Capital World Gr&Inc R6 6.08%
RMAGX
American Funds Mortgage R6 5.86%
RBOGX
American Funds Interm Bd Fd of Amer R6 5.85%
RWMGX
American Funds Washington Mutual R6 5.04%
RIRGX
American Funds Capital Income Bldr R6 5.03%

Sector Weightings

Recent News: RADTX

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Research Reports: RADTX

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