American Funds 2025 Target Date Retirement Fund®

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 7.26 7.26
Stocks 52.25 52.25
Bonds 11.42 11.42
Other 3.04 3.04
Foreign Bonds 0.86 0.86
Foreign Stocks 25.01 25.01
Convertible 0.05 0.05
Preferred 0.11 0.11

Updated 12.31.2013

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 12.31.2013

% Net Assets
American Funds American Balanced R6 8.0
American Funds Washington Mutual R6 8.0
American Funds US Government Sec R6 7.99
American Funds Invmt Co of Amer R6 7.0
American Funds New Perspective R6 7.0
American Funds Inc Fund of Amer R6 6.0
American Funds Capital Inc Bldr R6 6.0
American Funds American Mutual R6 6.0
American Funds Fundamental Invs R6 6.0
American Funds AMCAP R6 6.0

Bond Ratings (%)

Updated 12.31.2013

Sector AADTX
AAA 86.0
AA 1.5
A 3.5
BBB 5.0
BB 2.0
B 1.5
Below B 0.5
Other 0.0