Skip to Content

American Funds 2015 Trgt Date Retire R5 REJTX

Quantitative rating as of
NAV / 1-Day Return
11.72  /  0.51 %
Total Assets
5.3 Bil
Adj. Expense Ratio
0.340%
Expense Ratio
0.340%
Fee Level
Below Average
Longest Manager Tenure
10.49 years
Category
Target-Date 2015
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.88%
Turnover
21%

Morningstar’s Analysis

Will REJTX outperform in future?

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

One of the very best.

Associate Director

Summary

| |

The American Funds Target Date Retirement series has struck the right balance between top-down and bottom-up decision making, earning its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver, with the remaining shares landing between Silver and Neutral depending on fees.

Unlock our full analysis with Morningstar Investor