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American Funds 2030 Trgt Date Retire R1 RAETX

Analyst rating as of
NAV / 1-Day Return
15.22  /  2.01 %
Total Assets
37.0 Bil
Adj. Expense Ratio
1.430%
Expense Ratio
1.430%
Fee Level
Above Average
Longest Manager Tenure
10.92 years
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
0.28%
Turnover
21%

Morningstar’s Fund Analysis RAETX

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Summary

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The American Funds Target Date Retirement series has struck the right balance between top-down and bottom-up decision making, earning its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver, with the remaining shares landing between Silver and Neutral depending on fees.

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