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Fund Intelligence | Best Managers | AAHTX Insights | AAHTX Score | AAHTX Performance | AAHTX Manager | AAHTX News | AAHTX Allocation | AAHTX Holdings Change

Mutual Fund Insights: American Funds Trgt Date Ret 2045 A Fund (AAHTX)

In-depth Analysis of American Funds Trgt Date Ret 2045 A Fund (AAHTX)

Mutual fund chart: American Funds Trgt Date Ret 2045 A Fund (AAHTX)

3 months
6 months
1 year
3 year
5 year

See American Funds Trgt Date Ret 2045 A Fund (AAHTX) performance details as of January 31, 2010

  

    Last Trade: $8.82 on 3/18/2010, Change: -0.02 (-0.23%)

  

Fund Manager - Alan N. Berro

Fund Manager Tenure: 3.1 years
Fundmojo Fund Grade: D (Score: 0.45)     (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 2045 A Fund (AAHTX) What we like about American Funds Trgt Date Ret 2045 A Fund (AAHTX)

Data for American Funds Trgt Date Ret 2045 A Fund (AAHTX) as of January 31, 2010

  • American Funds Trgt Date Ret 2045 A Fund (AAHTX) management has been with American Funds Trgt Date Ret 2045 A Fund for 3.1 years

  

What we are cautious about American Funds Trgt Date Ret 2045 A Fund (AAHTX) What we are cautious about American Funds Trgt Date Ret 2045 A Fund (AAHTX)

Data for American Funds Trgt Date Ret 2045 A Fund (AAHTX) as of January 31, 2010

  • American Funds Trgt Date Ret 2045 A Fund is a focused fund with 73.95% 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 2045 A Fund (AAHTX) has a less-than-ideal short-term performance (1-year return 36.44% vs 36.78% Target Date 2041-2045 category average)
  • American Funds Trgt Date Ret 2045 A Fund (AAHTX) ratio of up-years vs down years can be improved
  • American Funds Trgt Date Ret 2045 A Fund (AAHTX) has a higher management fee of 0.82% than its Target Date 2041-2045 average of 0.57%
  • American Funds Trgt Date Ret 2045 A Fund (AAHTX) carries a 5.75% load
See American Funds Trgt Date Ret 2045 A Fund (AAHTX) performance details as of January 31, 2010

  

  

Interested in other top mutual funds in similar Target Date 2041-2045 category?

Below are some additional Target Date 2041-2045 mutual funds generated out of our database

  

American Funds Trgt Date Ret 2045 A Fund (AAHTX) Net Asset

Track net asset change of American Funds Trgt Date Ret 2045 A fund (AAHTX)

DateNet Asset
01/2010$78.83M
11/2009$74.73M
10/2009$67.71M
More historic net asset information on American Funds Trgt Date Ret 2045 A Fund (AAHTX)

  

American Funds Trgt Date Ret 2045 A Fund (AAHTX) Portfolio Allocation

Track portfolio allocation change of American Funds Trgt Date Ret 2045 A fund (AAHTX)

DateCashStockBondOther
09/20096.57%82.04%11.05%0.34%
06/20097.7%81.1%10.87%0.34%
03/20098.32%79.91%11.4%0.37%
Click here to see more historic asset allocation information on American Funds Trgt Date Ret 2045 A Fund (AAHTX)

  

Most Recent Top 10 Holdings in American Funds Trgt Date Ret 2045 A Fund (AAHTX)

Discover what American Funds Trgt Date Ret 2045 A Fund (AAHTX) manager is buying

30-Sep-09
American Funds Washington Mutual R6 [9.5%]
American Funds Invmt Co of Amer R6 [9.5%]
American Funds Fundamental Invs R6 [9%]
American Funds Capital World G/I R6 [8.5%]
American Funds New Perspective R6 [7%]
American Funds Growth Fund of Amer R6 [7%]
American Funds AMCAP R6 [7%]
American Funds SMALLCAP World R6 [7%]
American Funds American Mutual R6 [6.5%]
American Funds US Government Sec R6 [5.06%]

30-Jun-09
American Funds Washington Mutual R6 [9.5%]
American Funds Invmt Co of Amer R6 [9.5%]
American Funds Fundamental Invs R6 [9%]
American Funds Capital World G/I R6 [8.5%]
American Funds New Perspective R6 [7%]
American Funds Growth Fund of Amer R6 [7%]
American Funds AMCAP R6 [7%]
American Funds SMALLCAP World R6 [7%]
American Funds American Mutual R6 [6.5%]
American Funds US Government Sec R6 [5.06%]

31-Mar-09
American Funds Washington Mutual R5 [9.73%]
American Funds Invt Co of Amer R5 [9.73%]
American Funds Fundamental Invs R5 [9.48%]
American Funds Capital World G/I R5 [9.26%]
American Funds SMALLCAP World R5 [7%]
American Funds New Perspective R5 [7%]
American Funds Growth Fund of Amer R5 [6.98%]
American Funds AMCAP R5 [6.98%]
American Funds American Mutual R5 [5.73%]
American Funds US Government Sec R5 [5.14%]
Click here for Stock Holding Change Map in American Funds Trgt Date Ret 2045 A Fund (AAHTX)

  

Related books and products to American Funds Trgt Date Ret 2045 A Fund (AAHTX)

  

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