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Fund Intelligence | Best Managers | RDETX Insights | RDETX Score | RDETX Performance | RDETX Manager | RDETX News | RDETX Allocation | RDETX Holdings Change
Fund Intelligence | Best Managers | RDETX Insights | RDETX Score | RDETX Performance | RDETX Manager | RDETX News | RDETX Allocation | RDETX Holdings Change
American Funds Trgt Date Ret 2030 R4 Fund (RDETX)
Fund performance review and position details on American Funds Trgt Date Ret 2030 R4 Fund (RDETX)
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Last Trade: $8.77 on 3/17/2010, Change: +0.06 (0.69%)
American Funds Trgt Date Ret 2030 R4 Fund (RDETX) Fund Statistics (January 31, 2010)
Category: Target Date 2026-2030
Net Asset: $104.06M
Yield: 1.83%
Year-to-Date Return: -3.42%
Morningstar rating: 0
American Funds Trgt Date Ret 2030 R4 Fund (RDETX) Cost
Initial Investment: $0
Total Expense Ratio (Target Date 2026-2030 average): 0.87% (0.63%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: %
American Funds Trgt Date Ret 2030 R4 Fund (RDETX) Performance
1-month Performance (Target Date 2026-2030 category average): -3.42% (-3.01%)
3-month Performance (Target Date 2026-2030 category average): 3.19% (2.93%)
1 Year Performance (Target Date 2026-2030 category average): 35.81% (33.93%)
3 Year Performance (Target Date 2026-2030 category average): 0% (-6.01%)
5 Year Performance (Target Date 2026-2030 category average): 0% (0.95%)
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 2026-2030 category average): 0 (-5.25)
3 year Beta (Target Date 2026-2030 category average): 0 (1.45)
3 year Sharpe Ratio: 0
3 year Treynor: 0
Most Recent Top 10 Stock Holdings in American Funds Trgt Date Ret 2030 R4 Fund (RDETX) 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 American Balanced R6 7.99% N/A American Funds Washington Mutual R6 7.76% N/A American Funds SMALLCAP World R6 7.03% N/A American Funds New Perspective R6 7% N/A American Funds AMCAP R6 6.98% N/A American Funds Growth Fund of Amer R6 6.98% N/A American Funds Invmt Co of Amer R6 6.88% N/A American Funds Capital Inc Bldr R6 6.01% N/A American Funds Inc Fund of Amer R6 5.99% N/A American Funds Fundamental Invs R6 5.92% N/A
American Funds Trgt Date Ret 2030 R4 Fund (RDETX) Sector Breakdown (% of stocks) as of 31-Dec-09
Sector Weighting Hardware 7.28% Software 5.19% Media 2.02% Telecommunications 8.97% Consumer services 6.62% Business Services 5.72% Financial Services 12.76% Healthcare 11.49% Utilities 4.99% Consumer goods 12.37% Energy 10.07% Industrial materials 12.51%
American Funds Trgt Date Ret 2030 R4 Fund (RDETX) Fund Portfolio Allocation for 09/2009
Stock 80.63% Bond 13.5% Cash 5.45% Other 0.42%
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See more information on American Funds Trgt Date Ret 2030 R4 Fund (RDETX)
- American Funds Trgt Date Ret 2030 R4 Fund Insights
- American Funds Trgt Date Ret 2030 R4 Fund Performance Data
- American Funds Trgt Date Ret 2030 R4 Fund News
- American Funds Trgt Date Ret 2030 R4 Fund Score Explaination
- American Funds Trgt Date Ret 2030 R4 Fund Manager Information
- Historic American Funds Trgt Date Ret 2030 R4 Fund Asset Allocation Report
- Historic American Funds Trgt Date Ret 2030 R4 Fund Top 10 Holding Tracking
- Historic American Funds Trgt Date Ret 2030 R4 Fund Asset Under Management Tracking


