American Funds 2035 Target Date Retirement Fund® Class R-2E
RBEFX
NASDAQ
| Weiss Ratings | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds 2035 Target Date Retirement Fund® Class R-2E | |||
| Category | Target-Date 2035 | |||
| 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 | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.97% | |||
| Dividend | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.18% | |||
| Asset Allocation | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.92% | |||
| Stock | 63.92% | |||
| U.S. Stock | 46.50% | |||
| Non-U.S. Stock | 17.42% | |||
| Bond | 30.39% | |||
| U.S. Bond | 26.91% | |||
| Non-U.S. Bond | 3.48% | |||
| Preferred | 0.36% | |||
| Convertible | 0.01% | |||
| Other Net | 0.41% | |||
| Price History | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.26% | |||
| 30-Day Total Return | 3.23% | |||
| 60-Day Total Return | 10.71% | |||
| 90-Day Total Return | 3.13% | |||
| Year to Date Total Return | 6.52% | |||
| 1-Year Total Return | 18.39% | |||
| 2-Year Total Return | 32.00% | |||
| 3-Year Total Return | 52.22% | |||
| 5-Year Total Return | 41.22% | |||
| Price | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $21.70 | |||
| 1-Month Low NAV | $20.96 | |||
| 1-Month High NAV | $21.70 | |||
| 52-Week Low NAV | $19.36 | |||
| 52-Week Low NAV (Date) | May 29, 2025 | |||
| 52-Week High NAV | $21.70 | |||
| 52-Week High Price (Date) | May 28, 2026 | |||
| Beta / Standard Deviation | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.68 | |||
| Standard Deviation | 9.56 | |||
| Balance Sheet | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 55.88B | |||
| Operating Ratios | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.13% | |||
| Turnover Ratio | 9.00% | |||
| Performance | RBEFX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 19.15% | |||
| Last Bear Market Total Return | -12.72% | |||