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American Funds 2010 Trgt Date Retire R4 (RDATX)

11.39
-0.06
(-0.52%)
At close: 8:02:05 PM EDT
Loading Chart for RDATX
  • Previous Close 11.45
  • YTD Return 2.67%
  • Expense Ratio 0.63%
  • Category Target-Date 2000-2010
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 3.85B
  • Beta (5Y Monthly) 0.70
  • Yield 2.84%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.34
  • Inception Date Feb 1, 2007

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

American Funds

Fund Family

Target-Date 2000-2010

Fund Category

3.85B

Net Assets

2007-02-01

Inception Date

Performance Overview: RDATX

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Trailing returns as of 4/7/2025. Category is Target-Date 2000-2010.

YTD Return

RDATX
2.67%
Category
4.29%
 

1-Year Return

RDATX
7.77%
Category
14.76%
 

3-Year Return

RDATX
3.92%
Category
8.56%
 

5-Year Return

RDATX
6.90%
Category
7.48%
 

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Holdings: RDATX

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Sector Weightings

SectorRDATX
Technology   17.70%
Healthcare   12.84%
Industrials   11.45%
Energy   6.13%
Utilities   5.59%
Real Estate   3.56%

Recent News: RDATX

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Research Reports: RDATX

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