AABTX:NMF-AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND CLASS A (USD)

FUND | Others |

Last Closing

USD 13.12

Change

+0.03 (+0.23)%

Market Cap

N/A

Volume

N/A

Analyst Target

N/A
Analyst Rating

N/A

ducovest Verdict

Verdict

About

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past 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-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Unadjusted Closing Price

Adjusted Closing Price

Share Volume

Relative Performance (Total Returns)

Compare
Relative Returns (From:    To: 2024-09-24 )

Largest Industry Peers for Others

Symbol Name Price(Change) Market Cap
VRGWX Vanguard Russell 1000 Growth I..

+2.97 (+0.40%)

USD 26.28B
XMDYX Mid Cap SPDR 400 Trust Series ..

-0.09 (-0.02%)

USD 19.32B
VRTIX Vanguard Russell 2000 Index Fu..

+0.57 (+0.17%)

USD 10.02B
VRVIX Vanguard Russell 1000 Value In..

+0.22 (+0.07%)

USD 9.85B
VRNIX Vanguard Scottsdale Funds - Va..

+1.22 (+0.24%)

USD 7.05B
VRTTX Vanguard Russell 3000 Index Fu..

+1.18 (+0.24%)

USD 3.51B
XAODX Alpine Total Dynamic Dividend ..

+0.07 (+0.70%)

USD 2.09B
XNUVX Nuveen Municipal Value Fd Inc

N/A

USD 2.06B
VRTGX Vanguard Russell 2000 Growth I..

+1.21 (+0.31%)

USD 1.19B
XJPCX Nuveen Preferred Income Opport..

N/A

USD 0.99B

ETFs Containing AABTX

KGRN KraneShares MSCI China Cl.. 8.76 % 0.79 %

+1.82 (+2.74%)

USD 0.05B
HSTE:PA HSBC ETFS PLC - HSBC Hang.. 6.40 % 0.00 %

+0.35 (+2.74%)

USD 2.72B
H4ZX:XETRA HSBC Hang Seng Tech UCITS.. 6.40 % 0.00 %

+0.37 (+2.74%)

USD 2.31B
3067:HK iShares Hang Seng TECH ET.. 6.40 % 0.00 %

+0.46 (+2.74%)

USD 9.22B
9067:HK iShares Hang Seng TECH ET.. 6.40 % 0.00 %

+0.06 (+2.74%)

USD 9.22B
KARP:LSE KraneShares Electric Vehi.. 4.24 % 0.00 %

+0.59 (+2.74%)

N/A
KARS KraneShares Electric Vehi.. 3.75 % 0.70 %

+1.13 (+2.74%)

USD 0.07B
KARS:LSE KraneShares Electric Vehi.. 3.66 % 0.00 %

+0.82 (+2.74%)

USD 3.34M
XCTE:LSE Xtrackers Harvest MSCI Ch.. 3.30 % 0.00 %

+1.60 (+2.74%)

USD 0.01B
UIC2:XETRA UBS ETF - Solactive China.. 3.08 % 0.00 %

+0.27 (+2.74%)

USD 0.02B
UIC1:XETRA UBS ETF - Solactive China.. 3.08 % 0.00 %

+0.25 (+2.74%)

USD 5.30M
CHIQ Global X MSCI China Consu.. 3.06 % 0.65 %

+1.60 (+2.74%)

USD 0.18B
FCAR:LSE Fidelity Electric Vehicle.. 3.03 % 0.00 %

+0.07 (+2.74%)

USD 3.40M
CHPA:LSE Franklin MSCI China Paris.. 3.02 % 0.00 %

+0.88 (+2.74%)

USD 5.36M
CHTE:LSE UBS ETF - Solactive China.. 2.93 % 0.00 %

+21.65 (+2.74%)

USD 0.02B
CQQQ:SW UBS ETF - Solactive China.. 2.72 % 0.00 %

+0.23 (+2.74%)

N/A
9W1:XETRA BNP PARIBAS EASY - MSCI C.. 2.55 % 0.00 %

+0.37 (+2.74%)

USD 0.12B
9W1A:XETRA BNP PARIBAS EASY - MSCI C.. 2.55 % 0.00 %

+0.36 (+2.74%)

USD 7.47M
CHINA:PA 2.55 % 0.00 %

N/A

N/A
CHINE:PA BNP PARIBAS EASY - MSCI C.. 2.55 % 0.00 %

+0.37 (+2.74%)

N/A
FVCH:XETRA Franklin MSCI China Paris.. 2.49 % 0.00 %

+1.08 (+2.74%)

N/A
LYHSI:SW Lyxor MSCI China ESG Lead.. 2.31 % 0.00 %

+1.46 (+2.74%)

USD 0.07B
ELCR:LSE Amundi MSCI Future Mobili.. 1.79 % 0.00 %

+0.33 (+2.74%)

USD 0.26B
MOBI:LSE Amundi MSCI Future Mobili.. 1.78 % 0.00 %

+0.49 (+2.74%)

N/A
ELCR:XETRA Amundi MSCI Future Mobili.. 1.78 % 0.00 %

+0.45 (+2.74%)

USD 0.28B
ASI:PA Lyxor MSCI China ESG Lead.. 1.44 % 0.00 %

+5.14 (+2.74%)

USD 0.26B
LCHI:XETRA Lyxor MSCI China ESG Lead.. 1.44 % 0.00 %

+5.12 (+2.74%)

USD 0.38B
LHKG:XETRA Lyxor MSCI China ESG Lead.. 1.44 % 0.00 %

+1.23 (+2.74%)

USD 0.38B
LYASI:SW Lyxor MSCI China ESG Lead.. 1.44 % 0.00 %

N/A

USD 0.26B
ASIL:LSE Multi Units Luxembourg - .. 0.00 % 0.00 %

+434.00 (+2.74%)

N/A
ASIU:LSE Lyxor MSCI China ESG Lead.. 0.00 % 0.00 %

+5.86 (+2.74%)

N/A
ZCH:CA BMO MSCI China ESG Leader.. 0.00 % 0.71 %

+1.06 (+2.74%)

CAD 0.07B
HSTC:LSE HSBC Hang Seng Tech UCITS.. 0.00 % 0.00 %

+0.29 (+2.74%)

USD 2.72B
HSTE:LSE HSBC Hang Seng Tech UCITS.. 0.00 % 0.00 %

+0.40 (+2.74%)

USD 2.72B
ERTH Invesco MSCI Sustainable .. 0.00 % 0.00 %

+0.82 (+2.74%)

USD 0.17B
UIC2:F UBS ETF - Solactive China.. 0.00 % 0.00 %

+0.28 (+2.74%)

N/A
EDM2:F Ishares Iv Plc - Ishares .. 0.00 % 0.00 %

+0.14 (+2.74%)

USD 5.01B
CNEU:LSE Amundi MSCI China ESG Lea.. 0.00 % 0.00 %

+1.99 (+2.74%)

N/A
CNEG:LSE Amundi MSCI China ESG Lea.. 0.00 % 0.00 %

+141.00 (+2.74%)

USD 0.12B
EDM2:SW iShares MSCI EM ESG Enhan.. 0.00 % 0.00 %

+0.16 (+2.74%)

N/A

Market Performance

  Market Performance vs. Industry/Classification (Others) Market Performance vs. Exchange
  Value Sector Median Percentile Rank Grade Market Median Percentile Rank Grade
YTD  
Capital Gain 10.25% 52% F 52% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.25% 52% F 52% F
Trailing 12 Months  
Capital Gain 14.99% 43% F 43% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 14.99% 43% F 43% F
Trailing 5 Years  
Capital Gain 10.72% 55% F 55% F
Dividend Return N/A N/A N/A N/A N/A
Total Return 10.72% 54% F 54% F
Average Annual (5 Year Horizon)  
Capital Gain 0.89% 45% F 45% F
Dividend Return 0.89% 45% F 45% F
Total Return N/A N/A N/A N/A N/A
Risk Return Profile  
Volatility (Standard Deviation) 8.56% 71% C- 71% C-
Risk Adjusted Return 10.37% 50% F 50% F
Market Capitalization N/A N/A N/A N/A N/A

Annual Financials (USD)

Quarterly Financials (USD)

Analyst Rating

Target Price Action Rating Action Analyst Rating Price Date

This is a composite scorecard based on the application of evaluation criteria deemed most important by analysts. This is not a buy or sell recommendation.

What to like:

There is nothing we particularly like

What to not like:
Poor risk adjusted returns

This company is delivering below median risk adjusted returns in its peers. Even if it is outperforming on returns , the returns are unpredictable. Proceed with caution.

Below median dividend returns

The company’s average income yield over the past 5 years has been low compared to its peers. However, it is not a problem if you are not looking for income.