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American Funds 2010 Trgt Date Retire R5 (REATX)

10.43 0.00(0.00%) Apr 23
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Prev Close:10.43
YTD Return*:1.96%
Net Assets*:1.18B
Yield*:2.35%

* As of 31-Mar-14

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 Inc Fund of Amer R69.04N/A
American Funds Capital Inc Bldr R69.04N/A
American Funds Interm Bd Fd of Amer R68.98N/A
American Funds Bond Fund of Amer R68.72N/A
American Funds Mortgage R67.48N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.18B
Category:Target Date 2000-2010
Annual Report Expense Ratio (net):0.07%

Performance & Risk

YTD Return:1.96%
5y Avg Return:13.66%
Rank in Category (ytd):6
% Rank in Category (ytd):3.57%
Beta (3y):0.71
Morningstar Risk Rating:3

Fund Summary

The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of 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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