3 / 5 Stars
3 4 4 1 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 38 Target Date 2000-2010 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 12.65 percent over the past year, 9.21 percent over the past three years, and 2.96 percent over the past five years.
|Trailing Returns||Updated 05.31.2013|
|Year to date||5.4%|
|3 Years (Annualized)||9.2%|
|5 Years (Annualized)||3.0%|
|10 Years (Annualized)||N/A|
The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of assets in bond, equity-income and balanced funds as it approaches and passes its target date. It 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 such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives.
Fees are Above Average compared to funds in the same category.
American Funds Target Date Retirement 2010 Fund has an expense ratio of 1.08 percent.
Risk is Average compared to funds in the same category according to Morningstar.