American Funds 2010 Target Date Retirement Income FundRDATX

MUTUAL FUNDCapital Group (American Funds)
Type
Mutual fund
Peer group
Target-date
Net assets
$3.8B
Expense ratio
0.63%
1-year return
+8.1%
3 years, a year
+10.1%
5 years, a year
+4.9%
12-month yield
6.62%
Holdings
16

What it aims to do.

Depending on the proximity to its target date, which we define as the year that corresponds roughly to the year in which the investor expects to retire, the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. In this way, the fund seeks to balance total return and stability over time.

Top 10 holdings.

Holding% of fund
Income Fund Of America (The) (Ifa)18.39%
Intermediate Bond Fund Of America12.20%
Bond Fund Of America (The) (Bfa)10.73%
Short Term Bond Fund Of America8.86%
American Funds Mortgage (Afmf)7.55%
Capital Income Builder (Cib)7.03%
American Balanced Fund (Ambal)6.82%
American Funds Inflation Linked Bond (Ilbf)6.01%
American Mutual Fund (Amf)4.75%
American Funds Strategic Bond Fund (Sbf)4.10%

More on RDATX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.