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Morningstar

American Funds 2030 Trgt Date Retire R3 RCETX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 15.08  /  0.92 %
  • Total Assets 39.2 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.980%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2030
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.34%
  • Turnover 9%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis RCETX

Will RCETX outperform in future?

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

Process Pillar

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

People Pillar

The People Pillar is our evaluation of the RCETX 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 RCETX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A top choice.

Director

Summary

| by Jason Kephart

The American Funds Target Date Retirement series continues to be a top choice for retirement savers. Its cheapest share classes continue to earn Morningstar Analyst Ratings of Gold, while its more-expensive options are rated Silver or Bronze.

Unlock our full analysis with Morningstar Investor