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Morningstar

American Funds 2015 Trgt Date Retire R5 REJTX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 11.89  /  0.08 %
  • Total Assets 4.9 Bil
  • Adj. Expense Ratio
    0.350%
  • Expense Ratio 0.350%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2015
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 2.81%
  • Turnover 17%

USD | NAV as of Nov 27, 2023 | 1-Day Return as of Nov 27, 2023, 11:21 PM GMT+0

Morningstar’s Analysis REJTX

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

People Pillar

The People Pillar is our evaluation of the REJTX 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 REJTX’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

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Portfolio Holdings REJTX

More REJTX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 22
  • % Assets in Top 10 Holdings 72.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Income Fund of Amer R6

12.68
616,703,051
—

American Funds Bond Fund of Amer R6

8.73
424,620,500
—

American Funds Interm Bd Fd of Amer R6

8.30
403,547,320
—

American Funds Inflation Linked Bd R6

8.06
391,851,224
—

American Funds American Balanced R6

7.25
352,296,084
—

American Funds Capital Income Bldr R6

5.98
290,547,513
—

American Funds Mortgage R6

5.97
290,029,101
—

American Funds American Mutual R6

5.96
289,794,556
—

American Funds Capital World Gr&Inc R6

4.95
240,548,334
—

American Funds Washington Mutual R6

4.24
205,972,289
—