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Fund Intelligence | Best Managers | RCATX Insights | RCATX Score | RCATX Performance | RCATX Manager | RCATX News | RCATX Allocation | RCATX Holdings Change
Fund Intelligence | Best Managers | RCATX Insights | RCATX Score | RCATX Performance | RCATX Manager | RCATX News | RCATX Allocation | RCATX Holdings Change
American Funds Trgt Date Ret 2010 R3 Fund (RCATX)
Fund performance review and position details on American Funds Trgt Date Ret 2010 R3 Fund (RCATX)
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Last Trade: $8.78 on 3/19/2010, Change: -0.03 (-0.34%)
American Funds Trgt Date Ret 2010 R3 Fund (RCATX) Fund Statistics (February 28, 2010)
Category: Target Date 2000-2010
Net Asset: $703.09M
Yield: 2.25%
Year-to-Date Return: -0.23%
Morningstar rating: 3
American Funds Trgt Date Ret 2010 R3 Fund (RCATX) Cost
Initial Investment: $0
Total Expense Ratio (Target Date 2000-2010 average): 0.67% (0.59%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 5.00%
American Funds Trgt Date Ret 2010 R3 Fund (RCATX) Performance
1-month Performance (Target Date 2000-2010 category average): 0.94% (1.30%)
3-month Performance (Target Date 2000-2010 category average): 0.61% (0.83%)
1 Year Performance (Target Date 2000-2010 category average): 37.83% (35.07 %)
3 Year Performance (Target Date 2000-2010 category average): -1.51% (-1.30 %)
5 Year Performance (Target Date 2000-2010 category average): 0% (2.28 %)
Best 3 year performance: 0
Worst 3 year performance: 0
Number of Years of positive return: 1 years
Number of Years of negative return: 1 years
3 year Alpha (Target Date 2000-2010 category average): -2.26 (-2.19)
3 year Beta (Target Date 2000-2010 category average): 1.07 (0.97)
3 year Sharpe Ratio: -0.16
3 year Treynor: -3.14
Most Recent Top 10 Stock Holdings in American Funds Trgt Date Ret 2010 R3 Fund (RCATX) as of 31-Dec-09
[See Stock Holding Change Map]
*Note: The price change will reset to 0 after the midnight
Stock Weighting Price change (15 mins delay) American Funds Interm Bd Fd of Amer R6 15.02% N/A American Funds Bond Fund of Amer R6 10.01% N/A American Funds US Government Sec R6 10.01% N/A American Funds Capital Inc Bldr R6 8.99% N/A American Funds Inc Fund of Amer R6 8.99% N/A American Funds American Balanced R6 6.99% N/A American Funds American Mutual R6 6% N/A American Funds American Hi Inc Tr R6 5.02% N/A American Funds Capital World Bond R6 5% N/A American Funds Washington Mutual R6 5% N/A
American Funds Trgt Date Ret 2010 R3 Fund (RCATX) Sector Breakdown (% of stocks) as of 31-Dec-09
Sector Weighting Hardware 6.56% Software 4.69% Media 1.59% Telecommunications 9.67% Consumer services 5.93% Business Services 4.51% Financial Services 10.96% Healthcare 11.40% Utilities 7.32% Consumer goods 12.99% Energy 11.22% Industrial materials 13.17%
American Funds Trgt Date Ret 2010 R3 Fund (RCATX) Fund Portfolio Allocation for 09/2009
Stock 55.86% Bond 38.19% Cash 5% Other 0.96%
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Addition research sites for American Funds Trgt Date Ret 2010 R3 Fund (RCATX)
- U.S. Securities and Exchange Commission Filing on American Funds Trgt Date Ret 2010 R3 Fund (RCATX)
- Google Finance page on American Funds Trgt Date Ret 2010 R3 Fund (RCATX)
- Morningstar page on American Funds Trgt Date Ret 2010 R3 Fund (RCATX)
- Yahoo Finance page on American Funds Trgt Date Ret 2010 R3 Fund (RCATX)
- MSN MoneyCentral Finance page on American Funds Trgt Date Ret 2010 R3 Fund (RCATX)
- Reuters Finance page on American Funds Trgt Date Ret 2010 R3 Fund (RCATX)
 
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See more information on American Funds Trgt Date Ret 2010 R3 Fund (RCATX)
- American Funds Trgt Date Ret 2010 R3 Fund Insights
- American Funds Trgt Date Ret 2010 R3 Fund Performance Data
- American Funds Trgt Date Ret 2010 R3 Fund News
- American Funds Trgt Date Ret 2010 R3 Fund Score Explaination
- American Funds Trgt Date Ret 2010 R3 Fund Manager Information
- Historic American Funds Trgt Date Ret 2010 R3 Fund Asset Allocation Report
- Historic American Funds Trgt Date Ret 2010 R3 Fund Top 10 Holding Tracking
- Historic American Funds Trgt Date Ret 2010 R3 Fund Asset Under Management Tracking


