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American Funds 2025 Trgt Date Retire R2 RBDTX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 14.54  /  +0.69 %
  • Total Assets 33.1 Bil
  • Adj. Expense Ratio
    1.410%
  • Expense Ratio 1.410%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Target-Date 2025
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Limited
  • Status Open
  • TTM Yield 1.63%
  • Turnover 5%

USD | NAV as of Mar 01, 2024 | 1-Day Return as of Mar 01, 2024, 11:16 PM GMT+0

Morningstar’s Analysis RBDTX

Will RBDTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A series that will keep your retirement goals on target.

Director Jason Kephart

Jason Kephart

Director

Summary

The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.

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Portfolio Holdings RBDTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 63.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds American Balanced R6

8.29 2.7 Bil

American Funds Bond Fund of Amer R6

7.54 2.5 Bil

American Funds Inflation Linked Bd R6

7.34 2.4 Bil

American Funds Capital World Gr&Inc R6

6.40 2.1 Bil

American Funds Income Fund of Amer R6

6.38 2.1 Bil

American Funds American Mutual R6

6.38 2.1 Bil

American Funds Mortgage R6

5.54 1.8 Bil

American Funds Interm Bd Fd of Amer R6

5.54 1.8 Bil

American Funds Washington Mutual R6

5.19 1.7 Bil

American Funds US Government Sec R6

4.74 1.6 Bil