American Funds 2020 Target Date Retirement Fund® Class R-2E
RBEHX
NASDAQ
| Weiss Ratings | RBEHX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RBEHX-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 | RBEHX-NASDAQ | Click to Compare |
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| Fund Name | American Funds 2020 Target Date Retirement Fund® Class R-2E | |||
| Category | Target-Date 2020 | |||
| 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 | RBEHX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.20% | |||
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| Dividend Yield (Forward) | 2.59% | |||
| Asset Allocation | RBEHX-NASDAQ | Click to Compare |
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| Cash | 5.11% | |||
| Stock | 44.75% | |||
| U.S. Stock | 33.25% | |||
| Non-U.S. Stock | 11.50% | |||
| Bond | 49.28% | |||
| U.S. Bond | 43.86% | |||
| Non-U.S. Bond | 5.42% | |||
| Preferred | 0.06% | |||
| Convertible | 0.06% | |||
| Other Net | 0.75% | |||
| Price History | RBEHX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.37% | |||
| 30-Day Total Return | -0.95% | |||
| 60-Day Total Return | -0.14% | |||
| 90-Day Total Return | 1.81% | |||
| Year to Date Total Return | 2.20% | |||
| 1-Year Total Return | 7.04% | |||
| 2-Year Total Return | 19.41% | |||
| 3-Year Total Return | 11.49% | |||
| 5-Year Total Return | 43.27% | |||
| Price | RBEHX-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 | RBEHX-NASDAQ | Click to Compare |
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| Nav | $13.45 | |||
| 1-Month Low NAV | $13.32 | |||
| 1-Month High NAV | $13.61 | |||
| 52-Week Low NAV | $12.75 | |||
| 52-Week Low NAV (Date) | Apr 18, 2024 | |||
| 52-Week High NAV | $14.11 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | RBEHX-NASDAQ | Click to Compare |
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| Beta | 0.99 | |||
| Standard Deviation | 10.08 | |||
| Balance Sheet | RBEHX-NASDAQ | Click to Compare |
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| Total Assets | 15.51B | |||
| Operating Ratios | RBEHX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.10% | |||
| Turnover Ratio | 6.00% | |||
| Performance | RBEHX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 9.84% | |||
| Last Bear Market Total Return | -8.55% | |||
