Mutual Fund Insights: American Funds Trgt Date Ret 2045 R2 Fund (RBHTX)

In-depth Analysis of American Funds Trgt Date Ret 2045 R2 Fund (RBHTX)

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See American Funds Trgt Date Ret 2045 R2 Fund (RBHTX) performance details as of January 31, 2010

  

Last Trade: $8.68 on 3/19/2010, Change: -0.04 (-0.46%)

  

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 R2 Fund (RBHTX)

Data for American Funds Trgt Date Ret 2045 R2 Fund (RBHTX) as of January 31, 2010

• American Funds Trgt Date Ret 2045 R2 Fund (RBHTX) management has been with American Funds Trgt Date Ret 2045 R2 Fund for 3.1 years

  

 What we are cautious about American Funds Trgt Date Ret 2045 R2 Fund (RBHTX)

Data for American Funds Trgt Date Ret 2045 R2 Fund (RBHTX) as of January 31, 2010

• American Funds Trgt Date Ret 2045 R2 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 R2 Fund (RBHTX) has a less-than-ideal short-term performance (1-year return 35.15% vs 36.78% Target Date 2041-2045 category average)
• American Funds Trgt Date Ret 2045 R2 Fund (RBHTX) ratio of up-years vs down years can be improved
• American Funds Trgt Date Ret 2045 R2 Fund (RBHTX) has a higher management fee of 1.56% than its Target Date 2041-2045 average of 0.57%
• Even though American Funds Trgt Date Ret 2045 R2 Fund carries no load, it does have a 0.75% of 12b1 promotion, distributions, marketing expenses

See American Funds Trgt Date Ret 2045 R2 Fund (RBHTX) performance details as of January 31, 2010

  

  

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American Funds Trgt Date Ret 2045 R2 Fund (RBHTX) Net Asset

Track net asset change of American Funds Trgt Date Ret 2045 R2 fund (RBHTX)

Date	Net Asset
01/2010	$63.82M
11/2009	$60.58M
10/2009	$54.46M

More historic net asset information on American Funds Trgt Date Ret 2045 R2 Fund (RBHTX)

  

American Funds Trgt Date Ret 2045 R2 Fund (RBHTX) Portfolio Allocation

Track portfolio allocation change of American Funds Trgt Date Ret 2045 R2 fund (RBHTX)

Date	Cash	Stock	Bond	Other
09/2009	6.57%	82.04%	11.05%	0.34%
06/2009	7.7%	81.1%	10.87%	0.34%
03/2009	8.32%	79.91%	11.4%	0.37%

Click here to see more historic asset allocation information on American Funds Trgt Date Ret 2045 R2 Fund (RBHTX)

  

Most Recent Top 10 Holdings in American Funds Trgt Date Ret 2045 R2 Fund (RBHTX)

Discover what American Funds Trgt Date Ret 2045 R2 Fund (RBHTX) 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 R2 Fund (RBHTX)

  

Related books and products to American Funds Trgt Date Ret 2045 R2 Fund (RBHTX)

  

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See more information on American Funds Trgt Date Ret 2045 R2 Fund (RBHTX)

• American Funds Trgt Date Ret 2045 R2 Fund Insights
• American Funds Trgt Date Ret 2045 R2 Fund Performance Data
• American Funds Trgt Date Ret 2045 R2 Fund News
• American Funds Trgt Date Ret 2045 R2 Fund Score Explaination
• American Funds Trgt Date Ret 2045 R2 Fund Manager Information
• Historic American Funds Trgt Date Ret 2045 R2 Fund Asset Allocation Report
• Historic American Funds Trgt Date Ret 2045 R2 Fund Top 10 Holding Tracking
• Historic American Funds Trgt Date Ret 2045 R2 Fund Asset Under Management Tracking