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.
NAV / 1-Day Return
15.24 / 0.78 %
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleLarge Blend
Credit Quality / Interest Rate SensitivityHigh / Moderate
Morningstar’s Fund Analysis REFTX
Will REFTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.