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    American Funds 2010 Trgt Date Retire R5 (REATX)

    10.56 Down 0.03(0.28%) Feb 26
    Prev Close:10.56
    YTD Return*:0.10%
    Net Assets*:1.61B

    * As of 31-Jan-15

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


    • No Headlines available for REATX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Capital Income Bldr R611.35N/A
    American Funds Income Fund of Amer R611.35N/A
    American Funds Interm Bd Fd of Amer R68.83N/A
    American Funds Bond Fund of Amer R67.83N/A
    Amer Fds Inflation Linked Bd6.83N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.61B
    Category:Target Date 2000-2010
    Annual Report Expense Ratio (net):0.07%

    Performance & Risk

    YTD Return:0.10%
    5y Avg Return:8.87%
    Rank in Category (ytd):52
    % Rank in Category (ytd):32.91%
    Beta (3y):0.73
    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. 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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