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Morningstar

American Funds 2015 Trgt Date Retire A AABTX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 11.90  /  −0.25 %
  • 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 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 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.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AABTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the AABTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of AABTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Jason Kephart
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings AABTX

More AABTX Holdings
  • 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
—