American Funds 2010 Target Date Retirement Income Fund® Class R-4 RDATX
Strategy
The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
|
Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
FBATX
| American Funds 2010 Target Date Retirement Income Fund® Class F-2 | No Load | Open | $44.50M | 0.360% | Below Average | $250 | $333,493.42 | |||
FAATX
| American Funds 2010 Target Date Retirement Income Fund® Class F-1 | No Load | Open | $14.47M | 0.630% | High | $250 | −$2,127.01 | |||
DJTFX
| American Funds 2010 Target Date Retirement Income Fund® Class F-3 | Institutional | Open | $9.71M | 0.280% | Below Average | $1M | −$510,161.74 | |||
AAATX
| American Funds 2010 Target Date Retirement Income Fund® Class A | Front Load | Open | $507.54M | 0.590% | Low | $250 | −$47.94M | |||
CCATX
| American Funds 2010 Target Date Retirement Income Fund® Class C | Level Load | Open | $12.32M | 1.350% | Low | $250 | −$2.94M | |||
REATX
| American Funds 2010 Target Date Retirement Income Fund® Class R-5 | Retirement, Large | Open | $37.91M | 0.330% | Above Average | $250 | −$5.49M | |||
RFTTX
| American Funds 2010 Target Date Retirement Income Fund® Class R-6 | Retirement, Large | Open | $2.43B | 0.280% | Below Average | $250 | −$318.94M | |||
RHATX
| American Funds 2010 Target Date Retirement Income Fund® Class R-5E | Retirement, Large | Open | $67.12M | 0.420% | Above Average | $250 | −$23.22M | |||
RCATX
| American Funds 2010 Target Date Retirement Income Fund® Class R-3 | Retirement, Medium | Open | $156.45M | 0.920% | Below Average | $250 | −$23.77M | |||
RDATX
| American Funds 2010 Target Date Retirement Income Fund® Class R-4 | Retirement, Medium | Open | $156.59M | 0.630% | Low | $250 | −$34.47M | |||
RAATX
| American Funds 2010 Target Date Retirement Income Fund® Class R-1 | Retirement, Small | Open | $1.68M | 1.370% | High | $250 | −$348,685.61 | |||
RBATX
| American Funds 2010 Target Date Retirement Income Fund® Class R-2 | Retirement, Small | Open | $64.67M | 1.370% | High | $250 | −$13.99M | |||
RBEAX
| American Funds 2010 Target Date Retirement Income Fund® Class R-2E | Retirement, Small | Open | $34.36M | 1.070% | Low | $250 | −$8.04M |