American Funds 2015 Target Date Retirement Fund®

Scorecard
3 / 5 Stars
Lipper
5 5 4 4 3
Zacks Investment Research
3 (Hold)
Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

#4 in Target Date 2011-2015

U.S. News evaluated 46 Target Date 2011-2015 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 13.89 percent over the past year, 8.88 percent over the past three years, and 15.51 percent over the past five years.

Trailing Returns Updated 02.28.2014
Year to date 1.6%
1 Year 13.9%
3 Years (Annualized) 8.9%
5 Years (Annualized) 15.5%
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
American Funds 2015 Target Date Retirement Fund® has an expense ratio of 0.36 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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