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American Funds 2015 Trgt Date Retire R5 REJTX

Analyst rating as of
NAV / 1-Day Return
11.92  /  0.33 %
Total Assets
5.2 Bil
Adj. Expense Ratio
0.060%
Expense Ratio
0.340%
Distribution Fee Level
Below Average
Share Class Type
Retirement, Large
Category
Target-Date 2015
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
2.08%
Turnover
21%

Morningstar’s Analysis REJTX

Will REJTX outperform in future?

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Summary

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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.

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