Morningstar

American Funds 2015 Target Date Retirement Income Fund® Class R-5 REJTX
Medalist Rating as of See Capital Group Investment Hub

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.

Related Share Classes

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
FBBTX
American Funds 2015 Target Date Retirement Income Fund® Class F-2No LoadOpen $46.28M0.380%Below Average$250−$4.78M
FAKTX
American Funds 2015 Target Date Retirement Income Fund® Class F-1No LoadOpen $12.48M0.660%Above Average$250−$1.83M
FDBTX
American Funds 2015 Target Date Retirement Income Fund® Class F-3InstitutionalOpen $9.74M0.300%Below Average$1M−$228,854.56
AABTX
American Funds 2015 Target Date Retirement Income Fund® Class AFront LoadOpen $775.06M0.610%Low$250−$93.33M
CCBTX
American Funds 2015 Target Date Retirement Income Fund® Class CLevel LoadOpen $13.00M1.370%Low$250−$5.79M
REJTX
American Funds 2015 Target Date Retirement Income Fund® Class R-5Retirement, LargeOpen $55.59M0.350%Average$250−$11.70M
RFJTX
American Funds 2015 Target Date Retirement Income Fund® Class R-6Retirement, LargeOpen $2.69B0.300%Below Average$250−$463.78M
RHBTX
American Funds 2015 Target Date Retirement Income Fund® Class R-5ERetirement, LargeOpen $84.99M0.440%Above Average$250−$14.49M
RDBTX
American Funds 2015 Target Date Retirement Income Fund® Class R-4Retirement, MediumOpen $174.49M0.650%Low$250−$37.08M
RCJTX
American Funds 2015 Target Date Retirement Income Fund® Class R-3Retirement, MediumOpen $217.99M0.940%Average$250−$39.06M
RBJTX
American Funds 2015 Target Date Retirement Income Fund® Class R-2Retirement, SmallOpen $121.61M1.390%High$250−$19.49M
RAJTX
American Funds 2015 Target Date Retirement Income Fund® Class R-1Retirement, SmallOpen $5.71M1.390%High$250−$81,701.10
RBEJX
American Funds 2015 Target Date Retirement Income Fund® Class R-2ERetirement, SmallOpen $46.88M1.090%Low$250−$5.88M

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