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American Funds 2025 Trgt Date Retire R5E (RHDTX)

15.57
+0.12
+(0.78%)
At close: 8:02:10 PM EDT
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  • Previous Close 15.45
  • YTD Return 2.33%
  • Expense Ratio 0.45%
  • Category Target-Date 2025
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 32.1B
  • Beta (5Y Monthly) 0.84
  • Yield 2.67%
  • 5y Average Return --
  • Holdings Turnover 10.00%
  • Last Dividend 0.42
  • Inception Date Jul 13, 2009

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor 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, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

American Funds

Fund Family

Target-Date 2025

Fund Category

32.1B

Net Assets

2009-07-13

Inception Date

Performance Overview: RHDTX

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Trailing returns as of 5/9/2025. Category is Target-Date 2025.

YTD Return

RHDTX
2.33%
Category
6.61%
 

1-Year Return

RHDTX
10.75%
Category
21.54%
 

3-Year Return

RHDTX
6.47%
Category
10.23%
 

5-Year Return

RHDTX
7.47%
Category
9.75%
 

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Holdings: RHDTX

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Sector Weightings

SectorRHDTX
Technology   22.60%
Healthcare   12.19%
Industrials   12.06%
Energy   4.70%
Utilities   4.38%
Real Estate   2.30%

Recent News: RHDTX

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Research Reports: RHDTX

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