The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2010 Trgt Date Retire R6 RFTTX
- NAV / 1-Day Return 12.41 / −0.16 %
- Total Assets 4.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.290%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Large
- Category Target-Date 2000-2010
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 2.84%
- Turnover 8%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 PM GMT+0
Morningstar’s Analysis RFTTX
Will RFTTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 82.9
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds Income Fund of Amer R6 | 17.46 | 681.4 Mil | — |
American Funds Interm Bd Fd of Amer R6 | 10.82 | 422.4 Mil | — |
American Funds Bond Fund of Amer R6 | 9.92 | 387.0 Mil | — |
American Funds ST Bd Fd of Amer R6 | 7.74 | 302.0 Mil | — |
American Funds Inflation Linked Bd R6 | 7.10 | 277.1 Mil | — |
American Funds American Balanced R6 | 7.01 | 273.6 Mil | — |
American Funds Mortgage R6 | 6.91 | 269.6 Mil | — |
American Funds Capital Income Bldr R6 | 6.88 | 268.7 Mil | — |
American Funds American Mutual R6 | 5.10 | 198.9 Mil | — |
American Funds Washington Mutual R6 | 4.00 | 156.1 Mil | — |