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    American Funds 2030 Trgt Date Retire R1 (RAETX)

    12.07 Down 0.15(1.23%) Sep 4
    Prev Close:12.22
    YTD Return*:-2.07%
    Net Assets*:5.50B

    * As of 31-Aug-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for RAETX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds US Government Sec R68.01N/A
    American Funds Washington Mutual R67.97N/A
    American Funds Invmt Co of Amer R66.97N/A
    American Funds New Perspective R66.75N/A
    American Funds American Balanced R66.03N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.5B
    Category:Target Date 2026-2030
    Annual Report Expense Ratio (net):1.15%

    Performance & Risk

    YTD Return:-2.07%
    5y Avg Return:10.77%
    Rank in Category (ytd):41
    % Rank in Category (ytd):16.02%
    Beta (3y):1.31
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes its target date. It attempts to achieve its objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives. View More
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