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    American Funds 2015 Trgt Date Retire R6 (RFJTX)

    11.52 Up 0.03(0.26%) Dec 19
    Prev Close:11.49
    YTD Return*:7.71%
    Net Assets*:2.44B

    * As of 30-Nov-14

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


    • No Headlines available for RFJTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds US Government Sec R67.87N/A
    American Funds Interm Bd Fd of Amer R67.73N/A
    American Funds Bond Fund of Amer R67.50N/A
    American Funds Mortgage R67.49N/A
    American Funds American Balanced R67.24N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.44B
    Category:Target Date 2011-2015
    Annual Report Expense Ratio (net):0.02%

    Performance & Risk

    YTD Return:7.71%
    5y Avg Return:9.63%
    Rank in Category (ytd):2
    % Rank in Category (ytd):1.1%
    Beta (3y):0.85
    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 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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