American Funds 2025 Target Date Retirement Income Fund® Class R-2E
RBEDX
NASDAQ
| Weiss Ratings | RBEDX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RBEDX-NASDAQ | Click to Compare |
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| Provider | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (14), Michelle J. Black (6), David A. Hoag (6), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | RBEDX-NASDAQ | Click to Compare |
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| Fund Name | American Funds 2025 Target Date Retirement Income Fund® Class R-2E | |||
| Category | Target-Date 2025 | |||
| 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 | RBEDX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.66% | |||
| Dividend | RBEDX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.18% | |||
| Asset Allocation | RBEDX-NASDAQ | Click to Compare |
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| Cash | 4.00% | |||
| Stock | 45.08% | |||
| U.S. Stock | 32.61% | |||
| Non-U.S. Stock | 12.47% | |||
| Bond | 49.87% | |||
| U.S. Bond | 44.69% | |||
| Non-U.S. Bond | 5.18% | |||
| Preferred | 0.54% | |||
| Convertible | 0.02% | |||
| Other Net | 0.49% | |||
| Price History | RBEDX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.12% | |||
| 30-Day Total Return | 1.23% | |||
| 60-Day Total Return | -1.50% | |||
| 90-Day Total Return | -1.91% | |||
| Year to Date Total Return | 3.87% | |||
| 1-Year Total Return | 5.72% | |||
| 2-Year Total Return | 17.95% | |||
| 3-Year Total Return | 37.49% | |||
| 5-Year Total Return | 23.88% | |||
| Price | RBEDX-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 | RBEDX-NASDAQ | Click to Compare |
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| Nav | $16.35 | |||
| 1-Month Low NAV | $16.21 | |||
| 1-Month High NAV | $16.44 | |||
| 52-Week Low NAV | $15.38 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $16.85 | |||
| 52-Week High Price (Date) | Dec 23, 2025 | |||
| Beta / Standard Deviation | RBEDX-NASDAQ | Click to Compare |
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| Beta | 0.46 | |||
| Standard Deviation | 7.04 | |||
| Balance Sheet | RBEDX-NASDAQ | Click to Compare |
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| Total Assets | 28.88B | |||
| Operating Ratios | RBEDX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.10% | |||
| Turnover Ratio | 7.00% | |||
| Performance | RBEDX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 14.94% | |||
| Last Bear Market Total Return | -9.58% | |||