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American Funds 2015 Trgt Date Retire R2 (RBJTX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds 2015 Trgt Date Retire R2 (RBJTX) Fund

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Graph of American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) ManagerFund Manager - James B. Lovelace

Fund Manager Information

Fund Manager Tenure: 11.6 years
Fund Family: American Funds
Fund Category: Target-Date 2015
Fund Performance: May 30, 2016
Fundmojo Fund Grade: B (Score: 0.64)     (What does this score mean?)
Lovelace is a senior vice president and portfolio manager with Capital Research Global Investors.Lovelace holds the Chartered Financial Analyst designation.  Get more insights on James B. Lovelace

 

Graph of American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) ProfileAmerican Funds 2015 Trgt Date Retire R2 Fund (RBJTX) Profile

Fund Profile and Description

American Funds 2015 Trgt Date Retire R2 Fund seeks growth, income and conservation of capital. American Funds 2015 Trgt Date Retire R2 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 2015 Trgt Date Retire R2 (RBJTX) Fund Strength What we like about American Funds 2015 Trgt Date Retire R2 (RBJTX) Fund

Data for American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) as of May 30, 2016

  • American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) management has been with American Funds 2015 Trgt Date Retire R2 Fund for 11.6 years
  • American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) has good short-term performance (1-year return -0.15% vs -1.00% Target-Date 2015 category median performance)
  • American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) has good mid-term performance (3-year return 4.91% vs 3.94% Target-Date 2015 category median performance)
  • American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) has good Long-term performance (5-year return 5.50% vs 4.55% Target-Date 2015 category median performance)
  • American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) ratio of up-years vs down years is greater than 2
  • American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) has a Morningstar rating of 4 and above
  • Asset base in American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) has an annual stock turnover rate of 15.00% vs Target-Date 2015 average of 27.66%. It is good that American Funds 2015 Trgt Date Retire R2 management does not trade extensively for its return.

American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) Weakness What we are cautious about American Funds 2015 Trgt Date Retire R2 (RBJTX) Fund

Data for American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) as of May 30, 2016

  • American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) is more volatile than its peers as it has a 3-year Standard Deviation of 6.2 that is higher than category average of 5.88
  • American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) has a higher expense ratio of 1.04% than its Target-Date 2015 average of 0.36%
  • Even though American Funds 2015 Trgt Date Retire R2 Fund carries no load, it does have a 0.74% of 12b1 promotion, distributions, marketing expenses
See American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) performance details as of May 30, 2016

 

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Compare American Funds 2015 Trgt Date Retire R2 Fund (RBJTX)Compare with other top Target-Date 2015 category mutual funds

Aadditional top Target-Date 2015 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds 2015 Trgt Date Retire R23.53-0.154.915.50
Vanguard Target Retirement 2015 Inv (VTXVX)3.02-0.395.305.77Compare
Schwab Target 2015 (SWGRX)2.03-0.214.675.24Compare

See top fund managers for Target-Date 2015 Category Funds

 

Graph of American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) Net Asset TrackingAmerican Funds 2015 Trgt Date Retire R2 (RBJTX) Fund Net Asset

Track net asset change of American Funds 2015 Trgt Date Retire R2 fund (RBJTX)

DateNet Asset
05/2016$3.06B
03/2016$2.90B
02/2016$2.79B
More historic net asset information on American Funds 2015 Trgt Date Retire R2 Fund (RBJTX)

  

Graph of American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) Portfolio TrackingAmerican Funds 2015 Trgt Date Retire R2 (RBJTX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds 2015 Trgt Date Retire R2 fund (RBJTX)

DateCashStockBondOther
03/20165.55%45.97%46.21%2.03%
12/20156.54%45.46%45.8%1.95%
09/20158.41%44.74%43.68%2.91%
Click here to see more historic asset allocation information on American Funds 2015 Trgt Date Retire R2 Fund (RBJTX)

 

graph of American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) Top 10 Position TrackingTop 10 Holdings in American Funds 2015 Trgt Date Retire R2 (RBJTX) Fund

Discover what American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) manager is buying

Mar 30, 2016
American Funds Capital Income Bldr R6 [9.82%]
American Funds Income Fund of Amer R6 [9.82%]
American Funds Interm Bd Fd of Amer R6 [8.88%]
American Funds Bond Fund of Amer R6 [7.88%]
American Funds Inflation Linked Bd R6 [6.95%]
American Funds American Mutual R6 [6.03%]
American Funds Mortgage R6 [5.87%]
American Funds American High-Inc R6 [5.08%]
American Funds Invmt Co of Amer R6 [5.03%]
American Funds Washington Mutual R6 [5.03%]

Dec 30, 2015
American Funds Income Fund of Amer R6 [9.6%]
American Funds Capital Income Bldr R6 [9.6%]
American Funds Interm Bd Fd of Amer R6 [9%]
American Funds Bond Fund of Amer R6 [8%]
American Funds Inflation Linked Bd R6 [7%]
American Funds Mortgage R6 [6%]
American Funds American Mutual R6 [6%]
American Funds Capital World Bond R6 [5%]
American Funds Invmt Co of Amer R6 [5%]
American Funds American High-Inc R6 [5%]

Sep 29, 2015
American Funds Income Fund of Amer R6 [9.34%]
American Funds Capital Income Bldr R6 [9.31%]
American Funds Interm Bd Fd of Amer R6 [9.15%]
American Funds Bond Fund of Amer R6 [8.15%]
American Funds Inflation Linked Bd R6 [7.13%]
American Funds Mortgage R6 [6.15%]
American Funds American Mutual R6 [5.97%]
American Funds US Government Sec R6 [5.15%]
American Funds Capital World Bond R6 [5.12%]
American Funds Invmt Co of Amer R6 [4.97%]
Click here for Stock Holding Change Map in American Funds 2015 Trgt Date Retire R2 Fund (RBJTX)

  

Latest News on American Funds 2015 Trgt Date Retire R2 (RBJTX) Fund

See what is happening with American Funds 2015 Trgt Date Retire R2 Fund (RBJTX)

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American Funds 2015 Trgt Date Retire R2 Fund (RBJTX) Related ResourcesSee more information on American Funds 2015 Trgt Date Retire R2 (RBJTX) Fund

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