Morningstar

American Funds 2020 Target Date Retirement Income Fund® Class R-2E RBEHX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 14.48  /  +0.28 %
  • Total Assets 14.1B
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 0.800%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Small
  • Category Target-Date 2020
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.80%
  • Turnover 7%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 12:11 AM GMT+0

Morningstar’s Analysis RBEHX

Will RBEHX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RBEHX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the RBEHX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of RBEHX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A series for every season.

Senior Analyst Jodi Lim

Jodi Lim

Senior Analyst

Summary

Retirement savers remain well served by the American Funds Target Date Retirement series. Competitive pricing (versus similarly distributed share classes), strong oversight, and a lineup of dependable underlying strategies collectively position the series to stay ahead of most peers.

by Jodi Lim
Rated on Published on

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Portfolio Holdings RBEHX

More RBEHX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 70.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Income Fd of Amer R-6

12.24 2B
—

American Funds Bond Fund of Amer R-6

8.63 1B
—

American Funds American Balanced R-6

7.70 1B
—

American Funds Inflation Lnkd Bd R-6

7.31 1B
—

American Fds Itmt Bd Fd of Amer R-6

6.90 972M
—

American Funds Capital Inc Bldr R-6

6.38 899M
—

American Funds American Mutual R-6

6.01 847M
—

American Funds Mortgage R-6

5.99 844M
—

American Funds Cptl Wld Gr&Inc R-6

5.00 705M
—

American Funds Washington Mutual R-6

4.71 664M
—

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