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American Funds 2015 Trgt Date Retire R2 RBJTX

Analyst rating as of
NAV / 1-Day Return
10.82  /  1.01 %
Total Assets
4.9 Bil
Adj. Expense Ratio
1.380%
Expense Ratio
1.380%
Fee Level
Average
Longest Manager Tenure
10.75 years
Category
Target-Date 2015
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.80%
Turnover
21%

Morningstar’s Fund Analysis RBJTX

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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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