American Funds 2010 Target Date Retirement Income Fund® Class R-5
REATX
NASDAQ
| Weiss Ratings | REATX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | REATX-NASDAQ | Click to Compare |
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| Provider | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (14), Michelle J. Black (6), David A. Hoag (6), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | REATX-NASDAQ | Click to Compare |
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| Fund Name | American Funds 2010 Target Date Retirement Income Fund® Class R-5 | |||
| 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 | REATX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.66% | |||
| Dividend | REATX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.55% | |||
| Asset Allocation | REATX-NASDAQ | Click to Compare |
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| Cash | 6.82% | |||
| Stock | 38.02% | |||
| U.S. Stock | 27.79% | |||
| Non-U.S. Stock | 10.23% | |||
| Bond | 54.45% | |||
| U.S. Bond | 50.18% | |||
| Non-U.S. Bond | 4.27% | |||
| Preferred | 0.28% | |||
| Convertible | 0.03% | |||
| Other Net | 0.41% | |||
| Price History | REATX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.64% | |||
| 30-Day Total Return | -4.22% | |||
| 60-Day Total Return | -2.62% | |||
| 90-Day Total Return | -1.13% | |||
| Year to Date Total Return | -0.81% | |||
| 1-Year Total Return | 9.19% | |||
| 2-Year Total Return | 18.02% | |||
| 3-Year Total Return | 28.44% | |||
| 5-Year Total Return | 28.02% | |||
| Price | REATX-NASDAQ | Click to Compare |
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| 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 | REATX-NASDAQ | Click to Compare |
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| Nav | $12.23 | |||
| 1-Month Low NAV | $12.20 | |||
| 1-Month High NAV | $12.72 | |||
| 52-Week Low NAV | $11.48 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $13.20 | |||
| 52-Week High Price (Date) | Dec 23, 2025 | |||
| Beta / Standard Deviation | REATX-NASDAQ | Click to Compare |
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| Beta | 0.39 | |||
| Standard Deviation | 5.89 | |||
| Balance Sheet | REATX-NASDAQ | Click to Compare |
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| Total Assets | 3.91B | |||
| Operating Ratios | REATX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.33% | |||
| Turnover Ratio | 11.00% | |||
| Performance | REATX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.72% | |||
| Last Bear Market Total Return | -6.82% | |||