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15 important things you should know about BBDTX mutual fund

Updated: September 19, 2020
N/A
Bull Case
  • No sales load or distribution fees
Bear Case
  • Low net assets

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

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

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

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

  1. Describe American Funds Target Date Retirement Series: American Funds 2025 Target Date Retirement Fund; Class B Shares (BBDTX).
  2. What are BBDTX holdings?
  3. What is BBDTX performance? What are BBDTX historical returns?
  4. How many up and down years did BBDTX have historically?
  5. What is BBDTX dividend yield?
  6. What is BBDTX minimum initial investment amount?
  7. What is BBDTX expense ratio?
  8. Does BBDTX have any sales loads or 12b-1 distribution expenses?
  9. What is BBDTX tax efficiency (tax-cost ratio)?
  10. What is BBDTX beta? How would you assess BBDTX risk?
  11. What is BBDTX Sharpe ratio?
  12. What is BBDTX Finny Score? BBDTX buy or sell?
  13. What are the pros of investing in BBDTX? What are BBDTX buy reasons?
  14. What are the cons of investing in BBDTX? What are BBDTX 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 2025 Target Date Retirement Fund; Class B Shares (BBDTX).

2. What are BBDTX top holdings?

BBDTX has 0 stock holdings and 0 bond holdings.

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

BBDTX has generated the following returns:

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

In the last 10 years, BBDTX had 1 up year and 0 down years. See Performances

5. What is BBDTX dividend yield?

BBDTX yield is %.

6. What is BBDTX minimum initial investment amount?

BBDTX minimum initial investment amount is N/A.

7. What is BBDTX expense ratio?

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

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

BBDTX 12b-1 distribution fee is 0. BBDTX front-end sales load is 0. BBDTX back-end sales load is 0.

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

  • 1-year ax cost ratio is %;
  • 3-year ax cost ratio is %.

See Taxes

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

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is N/A. Our quantitative analysis shows 1 reason to buy and 1 reason to sell. Finny Scores are not available if there are insufficient data points from the analysis.

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

The following are BBDTX strengths from our perspective:

  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

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

The following are BBDTX weaknesses from our perspective:

  • <strong>BBDTX net assets</strong> are $0.00 million. This fund is not a popular choice with retail investors.
In the BBDTX review, we covered BBDTX 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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