Morningstar

American Funds 2020 Target Date Retirement Income Fund® Class R-5E RHCTX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
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Morningstar’s Analysis RHCTX

Will RHCTX outperform in the 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 RHCTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

A series for every season.

Senior Analyst Jodi Lim

Jodi Lim

Senior Analyst

Summary

Retirement savers remain well served by the American Funds Target Date Retirement series. Competitive pricing (versus similarly distributed share classes), strong oversight, and a lineup of dependable underlying strategies collectively position the series to stay ahead of most peers.

by Jodi Lim
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Portfolio Holdings RHCTX

More RHCTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
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  • % Assets in Top 10 Holdings 70.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Income Fund of Amer R6

12.32 2B
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American Funds Bond Fund of Amer R6

8.44 1B
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American Funds American Balanced R6

7.76 1B
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American Funds Inflation Linked Bd R6

7.65 1B
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American Funds Interm Bd Fd of Amer R6

6.77 957M
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American Funds Capital Income Bldr R6

6.24 882M
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American Funds Mortgage R6

6.02 851M
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American Funds American Mutual R6

5.96 843M
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American Funds Capital World Gr&Inc R6

4.91 695M
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American Funds Washington Mutual R6

4.73 669M
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