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American Funds 2015 Trgt Date Retire R3 RCJTX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 12.45  /  +0.32 %
  • Total Assets 5.0 Bil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Medium
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.31%
  • Turnover 7%

USD | NAV as of Jul 22, 2024 | 1-Day Return as of Jul 22, 2024, 10:16 PM GMT+0

Morningstar’s Analysis RCJTX

Will RCJTX outperform in future?

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

A series that will keep your retirement goals on target.

Director Jason Kephart

Jason Kephart

Director

Summary

The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.

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Portfolio Holdings RCJTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 73.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Income Fund of Amer R6

12.91 640.9 Mil

American Funds Bond Fund of Amer R6

8.92 442.9 Mil

American Funds Interm Bd Fd of Amer R6

8.65 429.3 Mil

American Funds Inflation Linked Bd R6

8.05 399.5 Mil

American Funds American Balanced R6

7.11 353.1 Mil

American Funds Mortgage R6

6.04 299.7 Mil

American Funds American Mutual R6

6.01 298.2 Mil

American Funds Capital Income Bldr R6

6.00 297.9 Mil

American Funds Capital World Gr&Inc R6

4.96 246.4 Mil

American Funds ST Bd Fd of Amer R6

4.39 217.9 Mil