Mutual Fund Insights: American Funds Trgt Date Ret 2015 R1 Fund (RAJTX)

In-depth Analysis of American Funds Trgt Date Ret 2015 R1 Fund (RAJTX)

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See American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) performance details as of February 28, 2010

  

Last Trade: $8.73 on 3/19/2010, Change: -0.02 (-0.23%)

  

Fund Manager - Joyce E. J. Gordon

Fund Manager Tenure: 3.1 years
Fundmojo Fund Grade: C (Score: 0.5)     (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 2015 R1 Fund (RAJTX)

Data for American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) as of February 28, 2010

• American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) management has been with American Funds Trgt Date Ret 2015 R1 Fund for 3.1 years
• American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) has an annual stock turnover rate of 2.00% vs Target Date 2011-2015 average of 34.79%. It is good that American Funds Trgt Date Ret 2015 R1 management does not trade extensively for its return.
• American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) is less volatile than its peers as it has a 3-year Standard Deviation of 15.21, lower than category average of 15.65

  

 What we are cautious about American Funds Trgt Date Ret 2015 R1 Fund (RAJTX)

Data for American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) as of February 28, 2010

• American Funds Trgt Date Ret 2015 R1 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 R1 Fund (RAJTX) has a less-than-ideal short-term performance (1-year return 38.98% vs 39.01 % Target Date 2011-2015 category average)
• American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) has a less-than-ideal mid-term performance (3-year return -2.24% vs -2.86 % Target Date 2011-2015 category average)
• American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) ratio of up-years vs down years can be improved
• American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) has a Morningstar rating of 3 and below
• American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) has a higher management fee of 1.09% than its Target Date 2011-2015 average of 0.60%
• Even though American Funds Trgt Date Ret 2015 R1 Fund carries no load, it does have a 1.00% of 12b1 promotion, distributions, marketing expenses

See American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) performance details as of February 28, 2010

  

  

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American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) Net Asset

Track net asset change of American Funds Trgt Date Ret 2015 R1 fund (RAJTX)

Date	Net Asset
02/2010	$951.43M
01/2010	$8.53M
11/2009	$8.14M

More historic net asset information on American Funds Trgt Date Ret 2015 R1 Fund (RAJTX)

  

American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) Portfolio Allocation

Track portfolio allocation change of American Funds Trgt Date Ret 2015 R1 fund (RAJTX)

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 R1 Fund (RAJTX)

  

Most Recent Top 10 Holdings in American Funds Trgt Date Ret 2015 R1 Fund (RAJTX)

Discover what American Funds Trgt Date Ret 2015 R1 Fund (RAJTX) 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 R1 Fund (RAJTX)

  

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See more information on American Funds Trgt Date Ret 2015 R1 Fund (RAJTX)

• American Funds Trgt Date Ret 2015 R1 Fund Insights
• American Funds Trgt Date Ret 2015 R1 Fund Performance Data
• American Funds Trgt Date Ret 2015 R1 Fund News
• American Funds Trgt Date Ret 2015 R1 Fund Score Explaination
• American Funds Trgt Date Ret 2015 R1 Fund Manager Information
• Historic American Funds Trgt Date Ret 2015 R1 Fund Asset Allocation Report
• Historic American Funds Trgt Date Ret 2015 R1 Fund Top 10 Holding Tracking
• Historic American Funds Trgt Date Ret 2015 R1 Fund Asset Under Management Tracking