• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 1.50% Nasdaq Down 2.41%

    American Funds 2010 Trgt Date Retire R5 (REATX)

    10.09 Down 0.07(0.69%) Jun 27
    Prev Close:10.16
    YTD Return*:3.98%
    Net Assets*:1.80B
    Yield*:1.61%

    * As of 31-May-16

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

    Headlines

    • No Headlines available for REATX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Capital Income Bldr R612.02N/A
    American Funds Income Fund of Amer R612.00N/A
    American Funds Interm Bd Fd of Amer R610.23N/A
    American Funds Bond Fund of Amer R67.99N/A
    American Funds Inflation Linked Bd R67.03N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.8B
    Category:Target-Date 2000-2010
    Annual Report Expense Ratio (net):0.08%

    Performance & Risk

    YTD Return:3.98%
    5y Avg Return:6.09%
    Rank in Category (ytd):6
    % Rank in Category (ytd):4.69%
    Beta (3y):0.79
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks growth, income and conservation of capital. The fund will attempt 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-and-income funds, equity-income funds and a balanced fund and bond funds. Equity-income and balanced funds generally strive for income and growth through stocks and/or bond investments, while bond funds seek current income through bond investments. View More
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback