American Funds 2010 Target Date Retirement Fund® Class R-2E
RBEAX
NASDAQ
| Weiss Ratings | RBEAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RBEAX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | Wesley K. Phoa (13), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | RBEAX-NASDAQ | Click to Compare |
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| Fund Name | American Funds 2010 Target Date Retirement Fund® Class R-2E | |||
| Category | Target-Date 2000-2010 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Aug 29, 2014 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | RBEAX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.48% | |||
| Dividend | RBEAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.87% | |||
| Asset Allocation | RBEAX-NASDAQ | Click to Compare |
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| Cash | 5.45% | |||
| Stock | 39.14% | |||
| U.S. Stock | 29.02% | |||
| Non-U.S. Stock | 10.12% | |||
| Bond | 54.62% | |||
| U.S. Bond | 49.82% | |||
| Non-U.S. Bond | 4.80% | |||
| Preferred | 0.06% | |||
| Convertible | 0.04% | |||
| Other Net | 0.70% | |||
| Price History | RBEAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.08% | |||
| 30-Day Total Return | -0.59% | |||
| 60-Day Total Return | 0.77% | |||
| 90-Day Total Return | 2.80% | |||
| Year to Date Total Return | 2.80% | |||
| 1-Year Total Return | 8.14% | |||
| 2-Year Total Return | 16.21% | |||
| 3-Year Total Return | 10.90% | |||
| 5-Year Total Return | 37.58% | |||
| Price | RBEAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | RBEAX-NASDAQ | Click to Compare |
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| Nav | $11.72 | |||
| 1-Month Low NAV | $11.59 | |||
| 1-Month High NAV | $11.78 | |||
| 52-Week Low NAV | $11.09 | |||
| 52-Week Low NAV (Date) | Apr 18, 2024 | |||
| 52-Week High NAV | $12.19 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | RBEAX-NASDAQ | Click to Compare |
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| Beta | 1.00 | |||
| Standard Deviation | 8.96 | |||
| Balance Sheet | RBEAX-NASDAQ | Click to Compare |
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| Total Assets | 3.88B | |||
| Operating Ratios | RBEAX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.09% | |||
| Turnover Ratio | 8.00% | |||
| Performance | RBEAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.25% | |||
| Last Bear Market Total Return | -7.07% | |||
