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American Funds 2055 Trgt Date Retire R2 RBMTX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 24.57  /  +0.61 %
  • Total Assets 21.6 Bil
  • Adj. Expense Ratio
    1.470%
  • Expense Ratio 1.470%
  • Distribution Fee Level Below Average
  • Share Class Type Retirement, Small
  • Category Target-Date 2055
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 0.53%
  • Turnover 1%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:20 PM GMT+0

Morningstar’s Analysis RBMTX

Will RBMTX 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 RBMTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 76.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds SMALLCAP World R6

9.18 1.9 Bil

American Funds New Perspective R6

9.11 1.9 Bil

American Funds Fundamental Invs R6

9.02 1.9 Bil

American Funds Capital World Gr&Inc R6

8.73 1.8 Bil

American Funds Washington Mutual R6

8.02 1.7 Bil

American Funds Growth Fund of Amer R6

7.04 1.5 Bil

American Funds AMCAP R6

7.01 1.5 Bil

American Funds Invmt Co of Amer R6

6.17 1.3 Bil

American Funds American Balanced R6

6.00 1.3 Bil

American Funds American Mutual R6

5.88 1.2 Bil