American Funds 2010 Target Date Retirement Fund® Class R-4
RDATX
NASDAQ
| Weiss Ratings | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (13), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds 2010 Target Date Retirement Fund® Class R-4 | |||
| Category | Target-Date 2000-2010 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Feb 01, 2007 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.60% | |||
| Dividend | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.62% | |||
| Asset Allocation | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 6.18% | |||
| Stock | 37.87% | |||
| U.S. Stock | 27.78% | |||
| Non-U.S. Stock | 10.09% | |||
| Bond | 55.20% | |||
| U.S. Bond | 50.75% | |||
| Non-U.S. Bond | 4.45% | |||
| Preferred | 0.30% | |||
| Convertible | 0.03% | |||
| Other Net | 0.42% | |||
| Price History | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.69% | |||
| 30-Day Total Return | 0.77% | |||
| 60-Day Total Return | 0.85% | |||
| 90-Day Total Return | 2.77% | |||
| Year to Date Total Return | 11.90% | |||
| 1-Year Total Return | 9.97% | |||
| 2-Year Total Return | 24.28% | |||
| 3-Year Total Return | 28.01% | |||
| 5-Year Total Return | 30.53% | |||
| Price | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.97 | |||
| 1-Month Low NAV | $12.78 | |||
| 1-Month High NAV | $13.04 | |||
| 52-Week Low NAV | $11.39 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.04 | |||
| 52-Week High Price (Date) | Nov 28, 2025 | |||
| Beta / Standard Deviation | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.99 | |||
| Standard Deviation | 6.45 | |||
| Balance Sheet | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 3.88B | |||
| Operating Ratios | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.63% | |||
| Turnover Ratio | 8.00% | |||
| Performance | RDATX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 9.54% | |||
| Last Bear Market Total Return | -6.96% | |||