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American Funds 2025 Trgt Date Retire A (AADTX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds 2025 Trgt Date Retire A (AADTX) Fund

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Graph of American Funds 2025 Trgt Date Retire A Fund (AADTX) ManagerFund Manager - Alan N. Berro

Fund Manager Information

Fund Manager Tenure: 13.2 years
Fund Family: American Funds
Fund Category: Target-Date 2025
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.72)     (What does this score mean?)

 

Graph of American Funds 2025 Trgt Date Retire A Fund (AADTX) ProfileAmerican Funds 2025 Trgt Date Retire A Fund (AADTX) Profile

Fund Profile and Description

American Funds 2025 Trgt Date Retire A Fund seeks growth, income and conservation of capital. American Funds 2025 Trgt Date Retire A Fund normally invests greater portion of assets in bond, equity-income and balanced funds as it approaches and passes its target date. It attempts to achieve its objectives by investing in a mix of American funds.

 

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

Data for American Funds 2025 Trgt Date Retire A Fund (AADTX) as of May 30, 2016

  • American Funds 2025 Trgt Date Retire A Fund (AADTX) management has been with American Funds 2025 Trgt Date Retire A Fund for 13.2 years
  • American Funds 2025 Trgt Date Retire A Fund (AADTX) has good short-term performance (1-year return -0.32% vs -2.04% Target-Date 2025 category median performance)
  • American Funds 2025 Trgt Date Retire A Fund (AADTX) has good mid-term performance (3-year return 7.00% vs 5.01% Target-Date 2025 category median performance)
  • American Funds 2025 Trgt Date Retire A Fund (AADTX) has good Long-term performance (5-year return 7.63% vs 5.38% Target-Date 2025 category median performance)
  • American Funds 2025 Trgt Date Retire A Fund (AADTX) has a Morningstar rating of 4 and above
  • Asset base in American Funds 2025 Trgt Date Retire A Fund (AADTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds 2025 Trgt Date Retire A Fund (AADTX) has an annual stock turnover rate of 9.00% vs Target-Date 2025 average of 967.46%. It is good that American Funds 2025 Trgt Date Retire A management does not trade extensively for its return.
  • American Funds 2025 Trgt Date Retire A Fund (AADTX) has a lower expense ratio than its Target-Date 2025 average: 0.35% vs 0.39%

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

Data for American Funds 2025 Trgt Date Retire A Fund (AADTX) as of May 30, 2016

  • American Funds 2025 Trgt Date Retire A Fund (AADTX) ratio of up-years vs down years can be improved
  • American Funds 2025 Trgt Date Retire A Fund (AADTX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.2 that is higher than category average of 7.73
  • American Funds 2025 Trgt Date Retire A Fund (AADTX) carries a 5.75% load
See American Funds 2025 Trgt Date Retire A Fund (AADTX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds 2025 Trgt Date Retire A Fund (AADTX)Compare with other top Target-Date 2025 category mutual funds

Aadditional top Target-Date 2025 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds 2025 Trgt Date Retire A3.21-0.327.007.63
Vanguard Target Retirement 2025 Inv (VTTVX)3.01-1.446.206.56Compare
American Century One Choice 2025 Instl (ARWFX)3.01-0.905.246.13Compare

See top fund managers for Target-Date 2025 Category Funds

 

Graph of American Funds 2025 Trgt Date Retire A Fund (AADTX) Net Asset TrackingAmerican Funds 2025 Trgt Date Retire A (AADTX) Fund Net Asset

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

DateNet Asset
05/2016$6.96B
03/2016$6.32B
02/2016$5.89B
More historic net asset information on American Funds 2025 Trgt Date Retire A Fund (AADTX)

  

Graph of American Funds 2025 Trgt Date Retire A Fund (AADTX) Portfolio TrackingAmerican Funds 2025 Trgt Date Retire A (AADTX) Fund Portfolio Allocation

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

DateCashStockBondOther
03/20165.43%61.49%30.57%2.39%
12/20156.14%61.83%29.9%2.05%
09/20157.83%61.66%27.85%2.56%
Click here to see more historic asset allocation information on American Funds 2025 Trgt Date Retire A Fund (AADTX)

 

graph of American Funds 2025 Trgt Date Retire A Fund (AADTX) Top 10 Position TrackingTop 10 Holdings in American Funds 2025 Trgt Date Retire A (AADTX) Fund

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

Mar 30, 2016
American Funds Washington Mutual R6 [7.49%]
American Funds US Government Sec R6 [6.76%]
American Funds Invmt Co of Amer R6 [6.74%]
American Funds American Balanced R6 [5.99%]
American Funds Global Balanced R6 [5.99%]
American Funds American Mutual R6 [5.99%]
American Funds Fundamental Invs R6 [5.74%]
American Funds Interm Bd Fd of Amer R6 [5.26%]
American Funds Capital World Bond R6 [5.01%]
American Funds Mortgage R6 [5.01%]

Dec 30, 2015
American Funds Washington Mutual R6 [7.6%]
American Funds US Government Sec R6 [6.8%]
American Funds Invmt Co of Amer R6 [6.8%]
American Funds Global Balanced R6 [6%]
American Funds American Mutual R6 [6%]
American Funds American Balanced R6 [6%]
American Funds Fundamental Invs R6 [5.8%]
American Funds Capital World Gr&Inc R6 [5%]
American Funds Capital World Bond R6 [5%]
American Funds Mortgage R6 [5%]

Sep 29, 2015
American Funds Washington Mutual R6 [7.66%]
American Funds US Government Sec R6 [7.1%]
American Funds Invmt Co of Amer R6 [6.78%]
American Funds American Balanced R6 [5.99%]
American Funds Global Balanced R6 [5.92%]
American Funds American Mutual R6 [5.92%]
American Funds Fundamental Invs R6 [5.77%]
American Funds Mortgage R6 [5.25%]
American Funds Capital World Bond R6 [5.2%]
American Funds Interm Bd Fd of Amer R6 [4.98%]
Click here for Stock Holding Change Map in American Funds 2025 Trgt Date Retire A Fund (AADTX)

  

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

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

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American Funds 2025 Trgt Date Retire A Fund (AADTX) Related ResourcesSee more information on American Funds 2025 Trgt Date Retire A (AADTX) Fund

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