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American Funds 2025 Target Date Retirement Fund Class R-5E (RHDTX)

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16.21+0.07 (+0.43%)
At close: 8:05AM EDT

American Funds 2025 Target Date Retirement Fund Class R-5E

American Funds Target Date Retiremt Ser

333 South Hope Street

Los Angeles, CA 90071

800-421-4225
Management Information
Wesley K.-S. Phoa,Lead Manager since December 31, 2011
Wesley K. Phoa is a solutions portfolio manager at Capital Group. His focus is on fund-of-funds and multi-asset solutions. He has 25 years of investment experience and has been with Capital Group for 20 years. Earlier in his career at Capital, Wesley served as a fixed income portfolio manager with a focus on rates-driven and long duration strategies. His areas of research responsibility included interest rates, monetary policy and financial economics. He has also been involved in the development of several fund-of-funds strategies and custom solutions for institutional clients. Prior to joining Capital, he was director of research with Capital Management Sciences and a quantitative analyst with Deutsche Bank in Australia. He holds a PhD in pure mathematics from Trinity College at the University of Cambridge and a bachelor’s degree with honors from the Australian National University. He is an elected member of the Conference of Business Economists and the International Conference of Commercial Bank Economists. He sits on the editorial board of The Journal of Portfolio Management. Wesley is based in Los Angeles.
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTarget-Date 2025
Fund FamilyAmerican Funds
Net Assets31.46B
YTD Return5.02%
Yield1.75%
Morningstar Rating★★★★
Inception DateNov 19, 2015

Fund Operations

Last Dividend0.29
Last Cap Gain0.00
Holdings Turnover12.00%
Average for CategoryN/A

Fees & Expenses

ExpenseRHDTXCategory Average
Annual Report Expense Ratio (net)0.48%0.45%
Prospectus Net Expense Ratio0.48%N/A
Prospectus Gross Expense Ratio0.48%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.39%
Max Deferred Sales LoadN/A1.47%
3 Yr Expense Projection154N/A
5 Yr Expense Projection269N/A
10 Yr Expense Projection604N/A