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American Funds 2030 Trgt Date Retire R-4 (RDETX)

19.54 -0.10 (-0.51%)
As of 8:07:28 AM EST. Market Open.
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  • Previous Close 19.64
  • YTD Return 3.81%
  • Expense Ratio 0.68%
  • Category Target-Date 2030
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 49.86B
  • Beta (5Y Monthly) 0.88
  • Yield 1.66%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.33
  • Inception Date Feb 1, 2007

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Capital Group

Fund Family

Target-Date 2030

Fund Category

49.86B

Net Assets

2007-02-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Target-Date 2030.

YTD Return

RDETX
3.81%
Category
7.97%

1-Year Return

RDETX
6.11%
Category
25.53%

3-Year Return

RDETX
13.19%
Category
11.28%

5-Year Return

RDETX
6.19%
Category
10.98%

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