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American Funds 2015 Target Date Retirement Fund® Class A

American Funds 2015 Target Date Retirement Fund® Class A

AABTX · NMFQS
AABTX · NMFQS
13.14
USD0.010.08%
American Funds 2015 Target Date Retirement Fund® Class A
AABTX
13.14
USD0.010.08%

Sector weight

Sector
Equity %
Category Average
Technology
17.07%
20.68%
Financial Services
16.62%
17.18%
Healthcare
13.80%
11.51%
Industrials
11.77%
11.50%
Consumer Defensive
9.71%
6.57%
Consumer Cyclical
7.73%
9.54%
Communication Services
6.37%
7.08%
Energy
5.70%
5.02%
Utilities
4.64%
3.04%
Government
4.64%
46.65%
Municipal
4.64%
0.26%
Corporate
4.64%
19.55%
Securitized
4.64%
19.81%
Cash and Equivalents
4.64%
10.88%
Derivative
4.64%
2.85%
Basic Materials
3.67%
4.34%
Real Estate
2.92%
3.55%

World Regions

Region
Equity %
Category Average
North America
75.15%
70.36%
Europe Developed
8.75%
11.63%
Japan
4.37%
3.64%
Asia Emerging
3.55%
4.01%
Asia Developed
2.70%
3.28%
United Kingdom
2.48%
4.59%
Australasia
1.30%
0.67%
Africa/Middle East
0.88%
0.66%
Latin America
0.64%
1.02%
Europe Emerging
0.18%
0.15%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
144.34K USD
119.14K USD
122.38K USD
Large
16.66%
11.85%
11.71%
Giant
15.14%
13.87%
14.91%
Medium
6.58%
6.78%
8.97%
Small
0.50%
1.65%
2.28%
Micro
0.08%
0.40%
0.55%

Valuation and Growth

Growth Rates
AABTX.US
Category Average
Price/Prospective Earnings
17.03%
17.92%
Price/Cash Flow
11.50%
11.36%
Price/Book
2.92%
2.70%
Dividend Yield
2.70%
2.25%
Price/Sales
2.24%
2.00%
Valuation Rates
AABTX.US
Category Average
Long-Term Earnings
9.74%
9.18%
Sales Growth
5.93%
5.61%
Book-Value Growth
5.86%
6.57%
Historical Earnings
5.19%
3.27%
Cash-Flow Growth
2.73%
9.25%

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