Mutual Fund Insights: American Funds Trgt Date Ret 2025 A Fund (AADTX)

In-depth Analysis of American Funds Trgt Date Ret 2025 A Fund (AADTX)

3 months 6 months 1 year 3 year 5 year

See American Funds Trgt Date Ret 2025 A Fund (AADTX) performance details as of February 28, 2010

  

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

  

Fund Manager - Joyce E. J. Gordon

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

Joyce E. J. Gordon is a senior vice president and director with Capital Research Global Investors. Joyce E. J. Gordon has been an investment professional since 1980, all with Capital Research and Management Company or an affiliate.  Get more insights on Joyce E. J. Gordon

  

 What we like about American Funds Trgt Date Ret 2025 A Fund (AADTX)

Data for American Funds Trgt Date Ret 2025 A Fund (AADTX) as of February 28, 2010

• American Funds Trgt Date Ret 2025 A Fund (AADTX) management has been with American Funds Trgt Date Ret 2025 A Fund for 3.1 years
• American Funds Trgt Date Ret 2025 A Fund (AADTX) has an annual stock turnover rate of 1.00% vs Target Date 2021-2025 average of 29.23%. It is good that American Funds Trgt Date Ret 2025 A management does not trade extensively for its return.
• American Funds Trgt Date Ret 2025 A Fund (AADTX) is less volatile than its peers as it has a 3-year Standard Deviation of 17.97, lower than category average of 18.83
• American Funds Trgt Date Ret 2025 A Fund (AADTX) has a lower management fee than its Target Date 2021-2025 average: 0.30% vs 0.58%

  

 What we are cautious about American Funds Trgt Date Ret 2025 A Fund (AADTX)

Data for American Funds Trgt Date Ret 2025 A Fund (AADTX) as of February 28, 2010

• American Funds Trgt Date Ret 2025 A Fund is a focused fund with 69.93% 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 2025 A Fund (AADTX) has a less-than-ideal short-term performance (1-year return 46.42% vs 47.78 % Target Date 2021-2025 category average)
• American Funds Trgt Date Ret 2025 A Fund (AADTX) has a less-than-ideal mid-term performance (3-year return -2.85% vs -4.29 % Target Date 2021-2025 category average)
• American Funds Trgt Date Ret 2025 A Fund (AADTX) ratio of up-years vs down years can be improved
• American Funds Trgt Date Ret 2025 A Fund (AADTX) has a Morningstar rating of 3 and below
• American Funds Trgt Date Ret 2025 A Fund (AADTX) carries a 5.75% load

See American Funds Trgt Date Ret 2025 A Fund (AADTX) performance details as of February 28, 2010

  

  

Interested in other top mutual funds in similar Target Date 2021-2025 category?

Below are some additional Target Date 2021-2025 mutual funds generated out of our database

• See top fund managers for Target Date 2021-2025 Category Funds
• Browse other funds in Target Date 2021-2025 Category

  

American Funds Trgt Date Ret 2025 A Fund (AADTX) Net Asset

Track net asset change of American Funds Trgt Date Ret 2025 A fund (AADTX)

Date	Net Asset
02/2010	$922.72M
01/2010	$329.35M
11/2009	$315.15M

More historic net asset information on American Funds Trgt Date Ret 2025 A Fund (AADTX)

  

American Funds Trgt Date Ret 2025 A Fund (AADTX) Portfolio Allocation

Track portfolio allocation change of American Funds Trgt Date Ret 2025 A fund (AADTX)

Date	Cash	Stock	Bond	Other
09/2009	5.37%	76.9%	17.26%	0.47%
06/2009	7.19%	75.89%	16.44%	0.47%
03/2009	7.93%	76.02%	15.57%	0.48%

Click here to see more historic asset allocation information on American Funds Trgt Date Ret 2025 A Fund (AADTX)

  

Most Recent Top 10 Holdings in American Funds Trgt Date Ret 2025 A Fund (AADTX)

Discover what American Funds Trgt Date Ret 2025 A Fund (AADTX) manager is buying

30-Sep-09 American Funds American Balanced R6 [8%] American Funds Washington Mutual R6 [7.99%] American Funds US Government Sec R6 [7.59%] American Funds Invmt Co of Amer R6 [7.49%] American Funds New Perspective R6 [6.94%] American Funds SMALLCAP World R6 [6.56%] American Funds Fundamental Invs R6 [6.49%] American Funds Growth Fund of Amer R6 [6.45%] American Funds AMCAP R6 [6.44%] American Funds Inc Fund of Amer R6 [6.01%]

30-Jun-09 American Funds American Balanced R6 [8%] American Funds Washington Mutual R6 [7.99%] American Funds US Government Sec R6 [7.59%] American Funds Invmt Co of Amer R6 [7.49%] American Funds New Perspective R6 [6.94%] American Funds SMALLCAP World R6 [6.56%] American Funds Fundamental Invs R6 [6.49%] American Funds Growth Fund of Amer R6 [6.45%] American Funds AMCAP R6 [6.44%] American Funds Inc Fund of Amer R6 [6.01%]

31-Mar-09 American Funds Washington Mutual R5 [7.98%] American Funds American Balanced R5 [7.98%] American Funds Invt Co of Amer R5 [7.73%] American Funds New Perspective R5 [6.99%] American Funds SMALLCAP World R5 [6.75%] American Funds AMCAP R5 [6.73%] American Funds Growth Fund of Amer R5 [6.73%] American Funds Fundamental Invs R5 [6.73%] American Funds Capital World G/I R5 [6.48%] American Funds US Government Sec R5 [6.44%]

Click here for Stock Holding Change Map in American Funds Trgt Date Ret 2025 A Fund (AADTX)

  

Related books and products to American Funds Trgt Date Ret 2025 A Fund (AADTX)

  

Latest News on American Funds Trgt Date Ret 2025 A (AADTX)

See what is happening with American Funds Trgt Date Ret 2025 A Fund (AADTX)

Yahoo! Finance: RSS feed not found See more news on American Funds Trgt Date Ret 2025 A Fund (AADTX)

 

Books and Resources

 

 

See more information on American Funds Trgt Date Ret 2025 A Fund (AADTX)

• American Funds Trgt Date Ret 2025 A Fund Insights
• American Funds Trgt Date Ret 2025 A Fund Performance Data
• American Funds Trgt Date Ret 2025 A Fund News
• American Funds Trgt Date Ret 2025 A Fund Score Explaination
• American Funds Trgt Date Ret 2025 A Fund Manager Information
• Historic American Funds Trgt Date Ret 2025 A Fund Asset Allocation Report
• Historic American Funds Trgt Date Ret 2025 A Fund Top 10 Holding Tracking
• Historic American Funds Trgt Date Ret 2025 A Fund Asset Under Management Tracking