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American Funds 2015 Trgt Date Retire R6 (RFJTX)

10.00 0.00(0.00%) Feb 10
Prev Close:10.00
YTD Return*:-1.45%
Net Assets*:2.76B
Yield*:1.54%

* As of 31-Jan-16

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

Headlines

  • No Headlines available for RFJTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
American Funds Income Fund of Amer R69.60N/A
American Funds Capital Income Bldr R69.60N/A
American Funds Interm Bd Fd of Amer R69.00N/A
American Funds Bond Fund of Amer R68.00N/A
American Funds Inflation Linked Bd R67.00N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.76B
Category:Target Date 2011-2015
Annual Report Expense Ratio (net):0.02%

Performance & Risk

YTD Return:-1.45%
5y Avg Return:6.44%
Rank in Category (ytd):19
% Rank in Category (ytd):12.03%
Beta (3y):0.88
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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