Skip to Content

American Funds 2015 Trgt Date Retire A AABTX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 11.90  /  0.00
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.64%
  • Turnover 7%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:09 PM GMT+0

Morningstar’s Analysis AABTX

Will AABTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A series that will keep your retirement goals on target.

Director Jason Kephart

Jason Kephart

Director

Summary

The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AABTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 71.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Income Fund of Amer R6

12.54 634.4 Mil

American Funds Bond Fund of Amer R6

8.71 440.6 Mil

American Funds Interm Bd Fd of Amer R6

8.42 426.0 Mil

American Funds Inflation Linked Bd R6

7.86 397.8 Mil

American Funds American Balanced R6

6.99 353.5 Mil

American Funds Mortgage R6

5.91 298.7 Mil

American Funds Capital Income Bldr R6

5.90 298.3 Mil

American Funds American Mutual R6

5.88 297.3 Mil

American Funds Capital World Gr&Inc R6

4.84 245.1 Mil

American Funds ST Bd Fd of Amer R6

4.14 209.7 Mil