American Funds Trgt Date Ret 2010 R5 Fund (REATX)

Fund performance review and position details on American Funds Trgt Date Ret 2010 R5 Fund (REATX)

American Funds Trgt Date Ret 2010 R5 Fund (REATX) Fund Statistics (January 31, 2010)

Category: Target Date 2000-2010
Net Asset: $31.68M
Yield: 2.75%
Year-to-Date Return: -1.04%
Morningstar rating: 0

American Funds Trgt Date Ret 2010 R5 Fund (REATX) Cost

Initial Investment: $0
Total Expense Ratio (Target Date 2000-2010 average): 0.50% (0.60%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 5.00%

American Funds Trgt Date Ret 2010 R5 Fund (REATX) Performance

1-month Performance (Target Date 2000-2010 category average): -1.04% (-1.20%)
3-month Performance (Target Date 2000-2010 category average): 3.69% (2.43%)
1 Year Performance (Target Date 2000-2010 category average): 29.61% (25.58%)
3 Year Performance (Target Date 2000-2010 category average): 0% (-1.69%)
5 Year Performance (Target Date 2000-2010 category average): 0% (2.20%)
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): 0 (-2.15)
3 year Beta (Target Date 2000-2010 category average): 0 (0.96)
3 year Sharpe Ratio: 0
3 year Treynor: 0

Most Recent Top 10 Stock Holdings in American Funds Trgt Date Ret 2010 R5 Fund (REATX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
American Funds Interm Bd Fd of Amer R6	15.02%	N/A
American Funds US Government Sec R6	10.01%	N/A
American Funds Bond Fund of Amer 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

*Note: The price change will reset to 0 after the midnight

American Funds Trgt Date Ret 2010 R5 Fund (REATX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector	Weighting
Hardware	6.69%
Software	4.62%
Media	1.69%
Telecommunications	9.98%
Consumer services	5.87%
Business Services	4.36%
Financial Services	10.76%
Healthcare	11.22%
Utilities	7.79%
Consumer goods	12.69%
Energy	11.30%
Industrial materials	13.04%

American Funds Trgt Date Ret 2010 R5 Fund (REATX) Fund Portfolio Allocation for 09/2009

Stock	55.86%
Bond	38.19%
Cash	5%
Other	0.96%

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See more information on American Funds Trgt Date Ret 2010 R5 Fund (REATX)

• American Funds Trgt Date Ret 2010 R5 Fund Insights
• American Funds Trgt Date Ret 2010 R5 Fund Performance Data
• American Funds Trgt Date Ret 2010 R5 Fund News
• American Funds Trgt Date Ret 2010 R5 Fund Score Explaination
• American Funds Trgt Date Ret 2010 R5 Fund Manager Information
• Historic American Funds Trgt Date Ret 2010 R5 Fund Asset Allocation Report
• Historic American Funds Trgt Date Ret 2010 R5 Fund Top 10 Holding Tracking
• Historic American Funds Trgt Date Ret 2010 R5 Fund Asset Under Management Tracking