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Morningstar

American Funds 2025 Trgt Date Retire R5 REDTX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 14.03  /  0.14 %
  • Total Assets 30.9 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.370%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 2.25%
  • Turnover 12%

USD | NAV as of Sep 25, 2023 | 1-Day Return as of Sep 25, 2023, 10:17 PM GMT+0

Morningstar’s Analysis REDTX

Will REDTX 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 REDTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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

A top choice.

Director Jason Kephart

Jason Kephart

Director

Summary

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.

by Jason Kephart
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings REDTX

More REDTX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 25
  • % Assets in Top 10 Holdings 62.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds American Balanced R6

8.12
2,583,152,725
—

American Funds Bond Fund of Amer R6

7.41
2,359,928,478
—

American Funds Inflation Linked Bd R6

7.12
2,264,933,693
—

American Funds Capital World Gr&Inc R6

6.57
2,091,454,688
—

American Funds Income Fund of Amer R6

6.33
2,015,744,056
—

American Funds American Mutual R6

6.31
2,009,475,143
—

American Funds Interm Bd Fd of Amer R6

5.42
1,723,729,254
—

American Funds Mortgage R6

5.42
1,723,729,254
—

American Funds Washington Mutual R6

5.14
1,637,400,956
—

American Funds US Government Sec R6

4.72
1,501,336,668
—