Retirement savers remain well served by the American Funds Target Date Retirement series. Competitive pricing (versus similarly distributed share classes), strong oversight, and a lineup of dependable underlying strategies collectively position the series to stay ahead of most peers.
American Funds 2010 Target Date Retirement Income Fund® Class R-5 REATX
- NAV / 1-Day Return 12.86 / +0.31 %
- Total Assets 3.8B
-
Adj. Expense Ratio
0.330%
- Expense Ratio 0.060%
- Distribution Fee Level Above Average
- Share Class Type Retirement, Large
- Category Target-Date 2000-2010
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.65%
- Turnover 11%
USD | NAV as of Jun 16, 2026 | 1-Day Return as of Jun 16, 2026, 12:11 AM GMT+0
Morningstar’s Analysis REATX
Will REATX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the REATX 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 REATX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 86.2
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
American Funds Income Fund of Amer R6 | 18.30 | 684M | — |
American Funds Interm Bd Fd of Amer R6 | 11.86 | 443M | — |
American Funds Bond Fund of Amer R6 | 10.53 | 394M | — |
American Funds ST Bd Fd of Amer R6 | 8.78 | 328M | — |
American Funds Mortgage R6 | 7.53 | 282M | — |
American Funds Capital Income Bldr R6 | 6.98 | 261M | — |
American Funds American Balanced R6 | 6.85 | 256M | — |
American Funds Inflation Linked Bd R6 | 6.45 | 241M | — |
American Funds American Mutual R6 | 4.71 | 176M | — |
American Funds Strategic Bond R-6 | 4.20 | 157M | — |
United States