Skip to Content

American Funds 2030 Trgt Date Retire R5 REETX

Quantitative rating as of
NAV / 1-Day Return
15.70  /  1.49 %
Total Assets
36.6 Bil
Adj. Expense Ratio
0.380%
Expense Ratio
0.380%
Fee Level
Below Average
Longest Manager Tenure
10.37 years
Category
Target-Date 2030
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.32%
Turnover
21%
Premium

Morningstar’s Analysis

Will REETX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

One of the very best.

Associate Director

Summary

| |

The American Funds Target Date Retirement series has struck the right balance between top-down and bottom-up decision making, earning its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver, with the remaining shares landing between Silver and Neutral depending on fees.

Unlock our full analysis with Morningstar Premium