AADTX – Fund Analysis – American Funds 2025 Trgt Date Retire A | Morningstar

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Will AADTX outperform in future?

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Process Pillar

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

The People Pillar is our evaluation of the AADTX 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 AADTX’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 Jan 29, 2024 Published on Jan 29, 2024

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