The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2030 Trgt Date Retire R3 RCETX
- NAV / 1-Day Return 16.70 / +0.54 %
- Total Assets 47.1 Bil
-
Adj. Expense Ratio
- 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/Limited
- Status Open
- TTM Yield 1.66%
- Turnover 2%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0
Morningstar’s Analysis RCETX
Will RCETX 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 58.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds American Balanced R6 | 7.75 | 3.5 Bil | — |
American Funds Capital World Gr&Inc R6 | 7.03 | 3.1 Bil | — |
American Funds American Mutual R6 | 6.57 | 2.9 Bil | — |
American Funds AMCAP R6 | 6.21 | 2.8 Bil | — |
American Funds Inflation Linked Bd R6 | 5.69 | 2.5 Bil | — |
American Funds Bond Fund of Amer R6 | 5.49 | 2.5 Bil | — |
American Funds Washington Mutual R6 | 4.95 | 2.2 Bil | — |
American Funds Mortgage R6 | 4.89 | 2.2 Bil | — |
American Funds US Government Sec R6 | 4.89 | 2.2 Bil | — |
American Funds Global Balanced R6 | 4.79 | 2.1 Bil | — |