C
American Funds 2060 Target Date Retirement Fund® Class R-2E RBENX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RBENX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info RBENX-NASDAQ Click to
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Provider American Funds
Manager/Tenure (Years) Wesley K. Phoa (10), Michelle J. Black (5), David A. Hoag (5), 5 others
Website http://www.americanfunds.com
Fund Information RBENX-NASDAQ Click to
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Fund Name American Funds 2060 Target Date Retirement Fund® Class R-2E
Category Target-Date 2060
Sub-Category Target Date
Prospectus Objective Asset Allocation
Inception Date Mar 27, 2015
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 RBENX-NASDAQ Click to
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Dividend Yield 0.43%
Dividend RBENX-NASDAQ Click to
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Dividend Yield (Forward) 1.73%
Asset Allocation RBENX-NASDAQ Click to
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Cash 4.10%
Stock 86.73%
U.S. Stock 60.15%
Non-U.S. Stock 26.58%
Bond 8.50%
U.S. Bond 6.73%
Non-U.S. Bond 1.77%
Preferred 0.36%
Convertible 0.01%
Other Net 0.30%
Price History RBENX-NASDAQ Click to
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7-Day Total Return 1.98%
30-Day Total Return 4.35%
60-Day Total Return 10.53%
90-Day Total Return 5.06%
Year to Date Total Return 5.24%
1-Year Total Return 12.55%
2-Year Total Return 33.24%
3-Year Total Return 37.90%
5-Year Total Return 63.04%
Price RBENX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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NAV RBENX-NASDAQ Click to
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Nav $18.47
1-Month Low NAV $17.56
1-Month High NAV $18.47
52-Week Low NAV $15.58
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $18.69
52-Week High Price (Date) Dec 16, 2024
Beta / Standard Deviation RBENX-NASDAQ Click to
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Beta 0.97
Standard Deviation 14.67
Balance Sheet RBENX-NASDAQ Click to
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Total Assets 16.15B
Operating Ratios RBENX-NASDAQ Click to
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Expense Ratio 1.18%
Turnover Ratio 5.00%
Performance RBENX-NASDAQ Click to
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Last Bull Market Total Return 13.27%
Last Bear Market Total Return -15.34%