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American Funds 2025 Trgt Date Retire R6 (RFDTX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds 2025 Trgt Date Retire R6 (RFDTX) Fund

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Graph of American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) ManagerFund Manager - James B. Lovelace

Fund Manager Information

Fund Manager Tenure: 12.9 years
Fund Family: American Funds
Fund Category: Target-Date 2025
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.74)     (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 2025 Trgt Date Retire R6 Fund (RFDTX) ProfileAmerican Funds 2025 Trgt Date Retire R6 Fund (RFDTX) Profile

Fund Profile and Description

American Funds 2025 Trgt Date Retire R6 Fund seeks growth, income and conservation of capital. American Funds 2025 Trgt Date Retire R6 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 2025 Trgt Date Retire R6 (RFDTX) Fund Strength What we like about American Funds 2025 Trgt Date Retire R6 (RFDTX) Fund

Data for American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) as of May 30, 2016

  • American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) management has been with American Funds 2025 Trgt Date Retire R6 Fund for 12.9 years
  • American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) has good short-term performance (1-year return 0.08% vs -2.04% Target-Date 2025 category median performance)
  • American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) has good mid-term performance (3-year return 7.36% vs 5.01% Target-Date 2025 category median performance)
  • American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) has good Long-term performance (5-year return 8.00% vs 5.38% Target-Date 2025 category median performance)
  • American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) ratio of up-years vs down years is greater than 2
  • American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) has a Morningstar rating of 4 and above
  • Asset base in American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) has an annual stock turnover rate of 9.00% vs Target-Date 2025 average of 968.16%. It is good that American Funds 2025 Trgt Date Retire R6 management does not trade extensively for its return.
  • American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) has a lower expense ratio than its Target-Date 2025 average: 0.02% vs 0.39%
  • American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) Weakness What we are cautious about American Funds 2025 Trgt Date Retire R6 (RFDTX) Fund

Data for American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) as of May 30, 2016

  • American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) is more volatile than its peers as it has a 3-year Standard Deviation of 8.16 that is higher than category average of 7.73
See American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds 2025 Trgt Date Retire R6 Fund (RFDTX)Compare with other top Target-Date 2025 category mutual funds

Aadditional top Target-Date 2025 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds 2025 Trgt Date Retire R63.370.087.368.00
Vanguard Target Retirement 2025 Inv (VTTVX)3.01-1.446.206.56Compare
American Century One Choice 2025 Instl (ARWFX)3.01-0.905.246.13Compare

See top fund managers for Target-Date 2025 Category Funds

 

Graph of American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) Net Asset TrackingAmerican Funds 2025 Trgt Date Retire R6 (RFDTX) Fund Net Asset

Track net asset change of American Funds 2025 Trgt Date Retire R6 fund (RFDTX)

DateNet Asset
05/2016$6.96B
03/2016$6.32B
02/2016$5.89B
More historic net asset information on American Funds 2025 Trgt Date Retire R6 Fund (RFDTX)

  

Graph of American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) Portfolio TrackingAmerican Funds 2025 Trgt Date Retire R6 (RFDTX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds 2025 Trgt Date Retire R6 fund (RFDTX)

DateCashStockBondOther
03/20165.43%61.49%30.57%2.39%
12/20156.14%61.83%29.9%2.05%
09/20157.83%61.66%27.85%2.56%
Click here to see more historic asset allocation information on American Funds 2025 Trgt Date Retire R6 Fund (RFDTX)

 

graph of American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) Top 10 Position TrackingTop 10 Holdings in American Funds 2025 Trgt Date Retire R6 (RFDTX) Fund

Discover what American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) manager is buying

Mar 30, 2016
American Funds Washington Mutual R6 [7.49%]
American Funds US Government Sec R6 [6.76%]
American Funds Invmt Co of Amer R6 [6.74%]
American Funds American Balanced R6 [5.99%]
American Funds Global Balanced R6 [5.99%]
American Funds American Mutual R6 [5.99%]
American Funds Fundamental Invs R6 [5.74%]
American Funds Interm Bd Fd of Amer R6 [5.26%]
American Funds Capital World Bond R6 [5.01%]
American Funds Mortgage R6 [5.01%]

Dec 30, 2015
American Funds Washington Mutual R6 [7.6%]
American Funds US Government Sec R6 [6.8%]
American Funds Invmt Co of Amer R6 [6.8%]
American Funds Global Balanced R6 [6%]
American Funds American Mutual R6 [6%]
American Funds American Balanced R6 [6%]
American Funds Fundamental Invs R6 [5.8%]
American Funds Capital World Gr&Inc R6 [5%]
American Funds Capital World Bond R6 [5%]
American Funds Mortgage R6 [5%]

Sep 29, 2015
American Funds Washington Mutual R6 [7.66%]
American Funds US Government Sec R6 [7.1%]
American Funds Invmt Co of Amer R6 [6.78%]
American Funds American Balanced R6 [5.99%]
American Funds Global Balanced R6 [5.92%]
American Funds American Mutual R6 [5.92%]
American Funds Fundamental Invs R6 [5.77%]
American Funds Mortgage R6 [5.25%]
American Funds Capital World Bond R6 [5.2%]
American Funds Interm Bd Fd of Amer R6 [4.98%]
Click here for Stock Holding Change Map in American Funds 2025 Trgt Date Retire R6 Fund (RFDTX)

  

Latest News on American Funds 2025 Trgt Date Retire R6 (RFDTX) Fund

See what is happening with American Funds 2025 Trgt Date Retire R6 Fund (RFDTX)

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American Funds 2025 Trgt Date Retire R6 Fund (RFDTX) Related ResourcesSee more information on American Funds 2025 Trgt Date Retire R6 (RFDTX) Fund

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