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American Funds 2015 Trgt Date Retire R5 (REJTX)

10.67 Down 0.08(0.74%) Jun 27
Prev Close:10.67
YTD Return*:4.05%
Net Assets*:3.06B
Yield*:1.41%

* As of 31-May-16

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

Headlines

  • No Headlines available for REJTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
American Funds Capital Income Bldr R69.82N/A
American Funds Income Fund of Amer R69.82N/A
American Funds Interm Bd Fd of Amer R68.88N/A
American Funds Bond Fund of Amer R67.88N/A
American Funds Inflation Linked Bd R66.95N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:3.06B
Category:Target-Date 2015
Annual Report Expense Ratio (net):0.07%

Performance & Risk

YTD Return:4.05%
5y Avg Return:6.56%
Rank in Category (ytd):5
% Rank in Category (ytd):2.96%
Beta (3y):0.86
Morningstar Risk Rating:2

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. 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 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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