American Funds 2030 Target Date Retirement Fund®

Scorecard
5 / 5 Stars
Lipper
5 5 2 5 3
Zacks Investment Research
---
Standard & Poor's
5 / 5 Stars
TheStreet.com
B+ (Buy)

U.S. News evaluated 51 Target Date 2026-2030 Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all American Funds funds

See full Target Date 2026-2030 rankings

See more fund rankings

Performance

The fund has returned 21.91 percent over the past year, 13.05 percent over the past three years, and 15.74 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 6.0%
1 Year 21.9%
3 Years (Annualized) 13.1%
5 Years (Annualized) 15.7%
10 Years (Annualized) N/A

See more REETX performance

Summary

The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes its target date. It attempts to achieve its 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 2030 Target Date Retirement Fund® has an expense ratio of 0.06 percent.

See more REETX fees

Risk

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

See more REETX risk