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15 important things you should know about American Funds AABTX mutual fund

Updated: September 27, 2020
40
Bull Case
  • 5-year return above the benchmark
  • 10-year return above the benchmark
Bear Case
  • 3-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for AABTX “stock” price, you can quickly find it out by visiting Finny and typing "AABTX quote". If you’re looking for a quick scoop on AABTX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "AABTX". You’ll get all this info in one place.

Are you looking to buy or sell AABTX? Or perhaps you’re looking for AABTX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this AABTX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: AABTX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: AABTX buy or sell; the pros and cons of investing in AABTX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to AABTX.

And here is the list of questions we’ll answer:

  1. Describe American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares (AABTX).
  2. What are AABTX holdings?
  3. What is AABTX performance? What are AABTX historical returns?
  4. How many up and down years did AABTX have historically?
  5. What is AABTX dividend yield?
  6. What is AABTX minimum initial investment amount?
  7. What is AABTX expense ratio?
  8. Does AABTX have any sales loads or 12b-1 distribution expenses?
  9. What is AABTX tax efficiency (tax-cost ratio)?
  10. What is AABTX beta? How would you assess AABTX risk?
  11. What is AABTX Sharpe ratio?
  12. What is AABTX Finny Score? AABTX buy or sell?
  13. What are the pros of investing in AABTX? What are AABTX buy reasons?
  14. What are the cons of investing in AABTX? What are AABTX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Funds Target Date Retirement Series: American Funds 2015 Target Date Retirement Fund; Class A Shares (AABTX).

The Fund seeks to provide for investors that plan to retire in 2015. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. Each Fund will attempt to achieve its investment objectives by investing in a mix of American Funds.

2. What are AABTX top holdings?

AABTX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 75.10% of total assets. Here are the top holdings:

Name Symbol % Assets
American Funds Capital Income Bldr R6 RIRGX 12.04%
American Funds Income Fund of Amer R6 RIDGX 12.04%
American Funds Interm Bd Fd of Amer R6 RBOGX 9.24%
American Funds Bond Fund of Amer R6 RBFGX 7.99%
American Funds Inflation Linked Bd R6 RILFX 6.87%
American Funds Mortgage R6 RMAGX 5.98%
American Funds American Mutual R6 RMFGX 5.97%
American Funds American High-Inc R6 RITGX 5.04%
American Funds Invmt Co of Amer R6 RICGX 4.98%
American Funds Washington Mutual R6 RWMGX 4.95%

3. What is AABTX performance? What are AABTX historical returns?

AABTX has generated the following returns:

  • 1-month return is -0.98%;
  • 3-month return is 2.71%;
  • 1-year return is 6.16%;
  • 3-year return is 5.21%;
  • 5-year return is 6.40%;
  • 10-year return is 6.88%.

4. How many up and down years did AABTX have historically?

In the last 10 years, AABTX had 8 up years and 2 down years.

AABTX up and down years

5. What is AABTX dividend yield?

AABTX yield is 2.04%.

6. What is AABTX minimum initial investment amount?

AABTX minimum initial investment amount is $1.00K.

7. What is AABTX expense ratio?

AABTX expense ratio is 0.66%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses.

AABTX expenses

8. Does AABTX have any sales loads or 12b-1 distribution expenses?

AABTX 12b-1 distribution fee is 0.26. AABTX front-end sales load is 5.75. AABTX back-end sales load is 0.

9. What is AABTX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 1.06%;
  • 3-year ax cost ratio is 0.96%.
AABTX tax costs

10. What is AABTX beta? How would you assess AABTX risk?

  • 3-year beta is 0.69;
  • 5-year beta is 0.71;
  • 10-year beta is 0.78.
AABTX Beta

11. What is AABTX Sharpe ratio?

  • 3-year Sharpe ratio is 0.49;
  • 5-year Sharpe ratio is 0.64;
  • 10-year Sharpe ratio is 1.01.
AABTX Sharpe ratio

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 40. Our quantitative analysis shows 2 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 40.

13. What are the pros of investing in AABTX? What are AABTX buy reasons?

The following are AABTX strengths from our perspective:

  • <strong>AABTX 5-year return</strong> is 6.4%, which is in line with the 5-year return of the benchmark index (S&P Target Date Through 2015 TR), 7.03%.
  • <strong>AABTX 10-year return</strong> is 6.88%, which is in line with the 10-year return of the benchmark index (S&P Target Date Through 2015 TR), 7.45%.

14. What are the cons of investing in AABTX? What are AABTX negatives?

The following are AABTX weaknesses from our perspective:

  • <strong>AABTX 3-year return</strong> is 5.21%, which is lower than the 3-year return of the benchmark index (S&P Target Date Through 2015 TR), 6.11%.
  • <strong>AABTX expense ratio</strong> is 0.66%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 and front-end sales fee. The maximum 12b1 fee is 0.26%, while the maximum front-end sales load is 5.75%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund. Front-end sales load, also known as sales charge, is a fee paid when mutual funds shares are purchased. Those fees are subtracted from your total investable assets.
In the AABTX review, we covered AABTX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
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