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 R2 RBATX
- NAV / 1-Day Return 11.15 / +0.18 %
- Total Assets 3.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.380%
- Distribution Fee Level High
- Share Class Type Retirement, Small
- Category Target-Date 2000-2010
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 2.01%
- Turnover 8%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 9:57 PM GMT+0
Morningstar’s Analysis RBATX
Will RBATX 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 81.1
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds Income Fund of Amer R6 | 16.91 | 666.0 Mil | — |
American Funds Interm Bd Fd of Amer R6 | 10.59 | 417.0 Mil | — |
American Funds Bond Fund of Amer R6 | 9.73 | 383.2 Mil | — |
American Funds ST Bd Fd of Amer R6 | 7.47 | 294.0 Mil | — |
American Funds Inflation Linked Bd R6 | 7.01 | 276.0 Mil | — |
American Funds American Balanced R6 | 6.91 | 272.2 Mil | — |
American Funds Capital Income Bldr R6 | 6.80 | 267.6 Mil | — |
American Funds Mortgage R6 | 6.74 | 265.2 Mil | — |
American Funds American Mutual R6 | 5.07 | 199.6 Mil | — |
American Funds Washington Mutual R6 | 3.93 | 154.7 Mil | — |