Mutual Fund Insights: American Funds Trgt Date Ret 2025 R4 Fund (RDDTX)

In-depth Analysis of American Funds Trgt Date Ret 2025 R4 Fund (RDDTX)

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See American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) performance details as of January 31, 2010

  

Last Trade: $8.63 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: 0.46)     (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 2025 R4 Fund (RDDTX)

Data for American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) as of January 31, 2010

• American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) management has been with American Funds Trgt Date Ret 2025 R4 Fund for 3.1 years
• American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) has good short-term performance (1-year return 34.29% vs 33.34% Target Date 2021-2025 category average)
• American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) has an annual stock turnover rate of 1.00% vs Target Date 2021-2025 average of 35.56%. It is good that American Funds Trgt Date Ret 2025 R4 management does not trade extensively for its return.

  

 What we are cautious about American Funds Trgt Date Ret 2025 R4 Fund (RDDTX)

Data for American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) as of January 31, 2010

• American Funds Trgt Date Ret 2025 R4 Fund is a focused fund with 69.93% 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 2025 R4 Fund (RDDTX) ratio of up-years vs down years can be improved
• American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) has a higher management fee of 0.85% than its Target Date 2021-2025 average of 0.58%
• Even though American Funds Trgt Date Ret 2025 R4 Fund carries no load, it does have a 0.25% of 12b1 promotion, distributions, marketing expenses

See American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) performance details as of January 31, 2010

  

  

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American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) Net Asset

Track net asset change of American Funds Trgt Date Ret 2025 R4 fund (RDDTX)

Date	Net Asset
01/2010	$100.99M
11/2009	$96.62M
10/2009	$91.31M

More historic net asset information on American Funds Trgt Date Ret 2025 R4 Fund (RDDTX)

  

American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) Portfolio Allocation

Track portfolio allocation change of American Funds Trgt Date Ret 2025 R4 fund (RDDTX)

Date	Cash	Stock	Bond	Other
09/2009	5.37%	76.9%	17.26%	0.47%
06/2009	7.19%	75.89%	16.44%	0.47%
03/2009	7.93%	76.02%	15.57%	0.48%

Click here to see more historic asset allocation information on American Funds Trgt Date Ret 2025 R4 Fund (RDDTX)

  

Most Recent Top 10 Holdings in American Funds Trgt Date Ret 2025 R4 Fund (RDDTX)

Discover what American Funds Trgt Date Ret 2025 R4 Fund (RDDTX) manager is buying

30-Sep-09 American Funds American Balanced R6 [8%] American Funds Washington Mutual R6 [7.99%] American Funds US Government Sec R6 [7.59%] American Funds Invmt Co of Amer R6 [7.49%] American Funds New Perspective R6 [6.94%] American Funds SMALLCAP World R6 [6.56%] American Funds Fundamental Invs R6 [6.49%] American Funds Growth Fund of Amer R6 [6.45%] American Funds AMCAP R6 [6.44%] American Funds Inc Fund of Amer R6 [6.01%]

30-Jun-09 American Funds American Balanced R6 [8%] American Funds Washington Mutual R6 [7.99%] American Funds US Government Sec R6 [7.59%] American Funds Invmt Co of Amer R6 [7.49%] American Funds New Perspective R6 [6.94%] American Funds SMALLCAP World R6 [6.56%] American Funds Fundamental Invs R6 [6.49%] American Funds Growth Fund of Amer R6 [6.45%] American Funds AMCAP R6 [6.44%] American Funds Inc Fund of Amer R6 [6.01%]

31-Mar-09 American Funds Washington Mutual R5 [7.98%] American Funds American Balanced R5 [7.98%] American Funds Invt Co of Amer R5 [7.73%] American Funds New Perspective R5 [6.99%] American Funds SMALLCAP World R5 [6.75%] American Funds AMCAP R5 [6.73%] American Funds Growth Fund of Amer R5 [6.73%] American Funds Fundamental Invs R5 [6.73%] American Funds Capital World G/I R5 [6.48%] American Funds US Government Sec R5 [6.44%]

Click here for Stock Holding Change Map in American Funds Trgt Date Ret 2025 R4 Fund (RDDTX)

  

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Books and Resources

 

 

See more information on American Funds Trgt Date Ret 2025 R4 Fund (RDDTX)

• American Funds Trgt Date Ret 2025 R4 Fund Insights
• American Funds Trgt Date Ret 2025 R4 Fund Performance Data
• American Funds Trgt Date Ret 2025 R4 Fund News
• American Funds Trgt Date Ret 2025 R4 Fund Score Explaination
• American Funds Trgt Date Ret 2025 R4 Fund Manager Information
• Historic American Funds Trgt Date Ret 2025 R4 Fund Asset Allocation Report
• Historic American Funds Trgt Date Ret 2025 R4 Fund Top 10 Holding Tracking
• Historic American Funds Trgt Date Ret 2025 R4 Fund Asset Under Management Tracking