| Scorecard |
|---|
|
3 / 5 Stars
|
|
Lipper
4
4
2
1
4
|
|
Zacks Investment Research
1
(Strong Buy)
|
|
Standard & Poor's
5 / 5 Stars
|
|
TheStreet.com
C+
(Hold)
|
U.S. News evaluated 44 Target Date 2021-2025 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
Performance
The fund has returned 14.15 percent over the past year, 9.57 percent over the past three years, and 3.49 percent over the past five years.
| Trailing Returns | Updated 04.30.2013 |
|---|---|
| Year to date | 9.2% |
| 1 Year | 14.2% |
| 3 Years (Annualized) | 9.6% |
| 5 Years (Annualized) | 3.5% |
| 10 Years (Annualized) | N/A |
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 Average compared to funds in the same category.
American Funds Target Date Retirement 2025 Fund has an expense ratio of 1.07 percent.
Risk
Risk is Average compared to funds in the same category according to Morningstar.
