Mutual Fund Insights: American Funds Trgt Date Ret 2015 A Fund (AABTX)

In-depth Analysis of American Funds Trgt Date Ret 2015 A Fund (AABTX)

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See American Funds Trgt Date Ret 2015 A Fund (AABTX) performance details as of January 31, 2010

  

Last Trade: $8.88 on 3/17/2010, Change: +0.04 (0.45%)

  

Fund Manager - Alan N. Berro

Fund Manager Tenure: 3.1 years
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

Berro is senior vice president of Capital World Investors. He has been employed by Capital Research or its affiliates for over 17 years and has over 23 years of investment experience, 9 of which have been as a portfolio counselor for Capital Research?s Asset Allocation Fund.  Get more insights on Alan N. Berro

  

 What we like about American Funds Trgt Date Ret 2015 A Fund (AABTX)

Data for American Funds Trgt Date Ret 2015 A Fund (AABTX) as of January 31, 2010

• American Funds Trgt Date Ret 2015 A Fund (AABTX) management has been with American Funds Trgt Date Ret 2015 A Fund for 3.1 years
• American Funds Trgt Date Ret 2015 A Fund (AABTX) has good short-term performance (1-year return 30.08% vs 27.60% Target Date 2011-2015 category average)
• American Funds Trgt Date Ret 2015 A Fund (AABTX) has an annual stock turnover rate of 2.00% vs Target Date 2011-2015 average of 37.13%. It is good that American Funds Trgt Date Ret 2015 A management does not trade extensively for its return.

  

 What we are cautious about American Funds Trgt Date Ret 2015 A Fund (AABTX)

Data for American Funds Trgt Date Ret 2015 A Fund (AABTX) as of January 31, 2010

• American Funds Trgt Date Ret 2015 A Fund is a focused fund with 73.02% of the portfolio on top 10 securities. This tends to produce more volatility compared to a diversified fund. See fund top 10 holdings.
• American Funds Trgt Date Ret 2015 A Fund (AABTX) ratio of up-years vs down years can be improved
• American Funds Trgt Date Ret 2015 A Fund (AABTX) has a higher management fee of 0.77% than its Target Date 2011-2015 average of 0.62%
• American Funds Trgt Date Ret 2015 A Fund (AABTX) carries a 5.75% load

See American Funds Trgt Date Ret 2015 A Fund (AABTX) performance details as of January 31, 2010

  

  

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American Funds Trgt Date Ret 2015 A Fund (AABTX) Net Asset

Track net asset change of American Funds Trgt Date Ret 2015 A fund (AABTX)

Date	Net Asset
01/2010	$388.60M
11/2009	$386.12M
10/2009	$353.89M

More historic net asset information on American Funds Trgt Date Ret 2015 A Fund (AABTX)

  

American Funds Trgt Date Ret 2015 A Fund (AABTX) Portfolio Allocation

Track portfolio allocation change of American Funds Trgt Date Ret 2015 A fund (AABTX)

Date	Cash	Stock	Bond	Other
09/2009	4.93%	63.34%	31.11%	0.61%
06/2009	6.38%	62.84%	30.15%	0.63%
03/2009	7.08%	63.02%	29.34%	0.56%

Click here to see more historic asset allocation information on American Funds Trgt Date Ret 2015 A Fund (AABTX)

  

Most Recent Top 10 Holdings in American Funds Trgt Date Ret 2015 A Fund (AABTX)

Discover what American Funds Trgt Date Ret 2015 A Fund (AABTX) manager is buying

30-Sep-09 American Funds US Government Sec R6 [10.01%] American Funds American Balanced R6 [7.99%] American Funds Washington Mutual R6 [7.97%] American Funds Bond Fund of Amer R6 [7.54%] American Funds Invmt Co of Amer R6 [7.47%] American Funds Fundamental Invs R6 [6.47%] American Funds Capital World G/I R6 [6.14%] American Funds Capital Inc Bldr R6 [5.99%] American Funds Inc Fund of Amer R6 [5.99%] American Funds American Mutual R6 [5.47%]

30-Jun-09 American Funds US Government Sec R6 [10.01%] American Funds American Balanced R6 [7.99%] American Funds Washington Mutual R6 [7.97%] American Funds Bond Fund of Amer R6 [7.54%] American Funds Invmt Co of Amer R6 [7.47%] American Funds Fundamental Invs R6 [6.47%] American Funds Capital World G/I R6 [6.14%] American Funds Capital Inc Bldr R6 [5.99%] American Funds Inc Fund of Amer R6 [5.99%] American Funds American Mutual R6 [5.47%]

31-Mar-09 American Funds US Government Sec R5 [10.23%] American Funds Washington Mutual R5 [7.98%] American Funds American Balanced R5 [7.95%] American Funds Invt Co of Amer R5 [7.72%] American Funds Fundamental Invs R5 [6.72%] American Funds Capital World G/I R5 [6.47%] American Funds Bond Fund of Amer R5 [6.37%] American Funds Capital Inc Bldr R5 [5.99%] American Funds Inc Fund of Amer R5 [5.99%] American Funds New Perspective R5 [5.71%]

Click here for Stock Holding Change Map in American Funds Trgt Date Ret 2015 A Fund (AABTX)

  

Related books and products to American Funds Trgt Date Ret 2015 A Fund (AABTX)

  

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See more information on American Funds Trgt Date Ret 2015 A Fund (AABTX)

• American Funds Trgt Date Ret 2015 A Fund Insights
• American Funds Trgt Date Ret 2015 A Fund Performance Data
• American Funds Trgt Date Ret 2015 A Fund News
• American Funds Trgt Date Ret 2015 A Fund Score Explaination
• American Funds Trgt Date Ret 2015 A Fund Manager Information
• Historic American Funds Trgt Date Ret 2015 A Fund Asset Allocation Report
• Historic American Funds Trgt Date Ret 2015 A Fund Top 10 Holding Tracking
• Historic American Funds Trgt Date Ret 2015 A Fund Asset Under Management Tracking