Nasdaq - Delayed Quote USD

American Funds 2015 Trgt Date Retire R1 (RAJTX)

12.64 -0.03 (-0.24%)
As of 8:05 AM EST. Market Open.
Loading Chart for RAJTX
DELL
  • Previous Close 12.67
  • YTD Return 7.59%
  • Expense Ratio 1.39%
  • Category Target-Date 2015
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 4.99B
  • Beta (5Y Monthly) 0.75
  • Yield 1.86%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.24
  • Inception Date Feb 1, 2007

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 2015

Fund Category

4.99B

Net Assets

2007-02-01

Inception Date

Performance Overview: RAJTX

View More

Trailing returns as of 11/6/2024. Category is Target-Date 2015.

YTD Return

RAJTX
7.59%
Category
5.24%
?

1-Year Return

RAJTX
17.66%
Category
17.09%
?

3-Year Return

RAJTX
1.69%
Category
9.13%
?

5-Year Return

RAJTX
4.78%
Category
8.26%
?

People Also Watch

Holdings: RAJTX

View More

Top 10 Holdings (73.37% of Total Assets)

SymbolCompany% Assets
RIDGX
RIDGX 12.99%
RBFGX
RBFGX 8.94%
RBOGX
RBOGX 8.71%
RILFX
RILFX 8.04%
RLBGX
RLBGX 7.08%
RIRGX
RIRGX 6.03%
RMFGX
RMFGX 6.02%
RMAGX
RMAGX 6.01%
RWIGX
RWIGX 5.00%
RMMGX
RMMGX 4.53%

Sector Weightings

Recent News: RAJTX

View More

Research Reports: RAJTX

View More

Top Mutual Funds