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American Funds 2010 Trgt Date Retire R2 RBATX

Analyst rating as of
NAV / 1-Day Return
11.33  /  0.18 %
Total Assets
3.8 Bil
Adj. Expense Ratio
1.410%
Expense Ratio
1.410%
Fee Level
Average
Longest Manager Tenure
13.66 years
Category
US Fund Target-Date 2000-2010
Investment Style
Large Value
Credit Quality / Interest Rate Sensitivity
Medium / Limited
Status
Open
TTM Yield
1.23%
Turnover
5%
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Morningstar’s Analysis

Will RBATX outperform in future?

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

A Reaffirmation of Capital Group’s Positive Parent Rating

Analyst Note

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A BBC News story posted online on Oct. 21, 2019 (https://www.bbc.com/news/business-50089887) has dispelled much, though not all, of the mystery surrounding Mark Denning’s departure from Capital Group. The veteran American Funds investor had left parent company Capital Group about six weeks prior on Sept. 9 for what the firm would only describe at the time as a “personnel decision.” As it turns out, conflicts of interest were at the heart of the matter.

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