The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2010 Trgt Date Retire R4 RDATX
- NAV / 1-Day Return 11.65 / 0.00
- Total Assets 3.9 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.640%
- Distribution Fee Level Low
- Share Class Type Retirement, Medium
- Category Target-Date 2000-2010
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 2.76%
- Turnover 8%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:56 PM GMT+0
Morningstar’s Analysis RDATX
Will RDATX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 82.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds Income Fund of Amer R6 | 17.34 | 682.8 Mil | — |
American Funds Interm Bd Fd of Amer R6 | 10.62 | 418.4 Mil | — |
American Funds Bond Fund of Amer R6 | 9.78 | 385.2 Mil | — |
American Funds ST Bd Fd of Amer R6 | 7.47 | 294.0 Mil | — |
American Funds American Balanced R6 | 7.07 | 278.6 Mil | — |
American Funds Inflation Linked Bd R6 | 7.05 | 277.5 Mil | — |
American Funds Capital Income Bldr R6 | 6.94 | 273.1 Mil | — |
American Funds Mortgage R6 | 6.77 | 266.4 Mil | — |
American Funds American Mutual R6 | 5.19 | 204.3 Mil | — |
American Funds Washington Mutual R6 | 4.04 | 159.0 Mil | — |