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.
- NAV / 1-Day Return 10.93 / 0.18 %
- Total Assets 3.8 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.280%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2000-2010
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity High / Moderate
- Status Open
- TTM Yield 2.80%
- Turnover 18%
Morningstar’s Analysis RFTTX
Will RFTTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 19
- % Assets in Top 10 Holdings 80.5