American Funds Trgt Date Ret 2025 R4 Fund (RDDTX)

Fund performance review and position details on American Funds Trgt Date Ret 2025 R4 Fund (RDDTX)

Last Trade: $8.59 on 3/19/2010, Change: -0.04 (-0.46%)

American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) Fund Statistics (January 31, 2010)

Category: Target Date 2021-2025
Net Asset: $100.99M
Yield: 1.92%
Year-to-Date Return: -3.1%
Morningstar rating: 0

American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) Cost

Initial Investment: $0
Total Expense Ratio (Target Date 2021-2025 average): 0.85% (0.58%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 1.00%

American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) Performance

1-month Performance (Target Date 2021-2025 category average): -3.10% (-2.89%)
3-month Performance (Target Date 2021-2025 category average): 3.00% (3.08%)
1 Year Performance (Target Date 2021-2025 category average): 34.29% (33.34%)
3 Year Performance (Target Date 2021-2025 category average): 0% (-5.32%)
5 Year Performance (Target Date 2021-2025 category average): 0% (1.75%)
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 2021-2025 category average): 0 (-4.69)
3 year Beta (Target Date 2021-2025 category average): 0 (1.39)
3 year Sharpe Ratio: 0
3 year Treynor: 0

Most Recent Top 10 Stock Holdings in American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock Weighting Price change (15 mins delay)
American Funds US Government Sec R6 10.01% N/A
American Funds American Balanced R6 8% N/A
American Funds Washington Mutual R6 7.97% N/A
American Funds New Perspective R6 6.99% N/A
American Funds Invmt Co of Amer R6 6.97% N/A
American Funds SMALLCAP World R6 6.03% N/A
American Funds Capital Inc Bldr R6 6% N/A
American Funds Inc Fund of Amer R6 6% N/A
American Funds Growth Fund of Amer R6 5.98% N/A
American Funds AMCAP R6 5.98% N/A
*Note: The price change will reset to 0 after the midnight

American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector Weighting
Hardware 7.30%
Software 5.12%
Media 1.97%
Telecommunications 9.01%
Consumer services 6.51%
Business Services 5.42%
Financial Services 12.42%
Healthcare 11.47%
Utilities 5.38%
Consumer goods 12.43%
Energy 10.27%
Industrial materials 12.70%

American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) Fund Portfolio Allocation for 09/2009

Stock 76.9%
Bond 17.26%
Cash 5.37%
Other 0.47%

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Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.

Stock	Weighting	Price change (15 mins delay)
American Funds US Government Sec R6	10.01%	N/A
American Funds American Balanced R6	8%	N/A
American Funds Washington Mutual R6	7.97%	N/A
American Funds New Perspective R6	6.99%	N/A
American Funds Invmt Co of Amer R6	6.97%	N/A
American Funds SMALLCAP World R6	6.03%	N/A
American Funds Capital Inc Bldr R6	6%	N/A
American Funds Inc Fund of Amer R6	6%	N/A
American Funds Growth Fund of Amer R6	5.98%	N/A
American Funds AMCAP R6	5.98%	N/A

Sector	Weighting
Hardware	7.30%
Software	5.12%
Media	1.97%
Telecommunications	9.01%
Consumer services	6.51%
Business Services	5.42%
Financial Services	12.42%
Healthcare	11.47%
Utilities	5.38%
Consumer goods	12.43%
Energy	10.27%
Industrial materials	12.70%