C
American Funds 2065 Target Date Retirement Fund® Class R-2E RBEOX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RBEOX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info RBEOX-NASDAQ Click to
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Provider American Funds
Manager/Tenure (Years) Michelle J. Black (5), David A. Hoag (5), Samir Mathur (5), 5 others
Website http://www.americanfunds.com
Fund Information RBEOX-NASDAQ Click to
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Fund Name American Funds 2065 Target Date Retirement Fund® Class R-2E
Category Target-Date 2065+
Sub-Category Target Date
Prospectus Objective Asset Allocation
Inception Date Mar 27, 2020
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 RBEOX-NASDAQ Click to
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Dividend Yield 0.50%
Dividend RBEOX-NASDAQ Click to
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Dividend Yield (Forward) 1.65%
Asset Allocation RBEOX-NASDAQ Click to
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Cash 3.23%
Stock 87.93%
U.S. Stock 61.81%
Non-U.S. Stock 26.12%
Bond 8.28%
U.S. Bond 6.57%
Non-U.S. Bond 1.71%
Preferred 0.28%
Convertible 0.01%
Other Net 0.28%
Price History RBEOX-NASDAQ Click to
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7-Day Total Return 1.78%
30-Day Total Return 0.82%
60-Day Total Return -3.00%
90-Day Total Return -4.40%
Year to Date Total Return -0.86%
1-Year Total Return 9.15%
2-Year Total Return 28.90%
3-Year Total Return 29.24%
5-Year Total Return 69.79%
Price RBEOX-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 RBEOX-NASDAQ Click to
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Nav $17.13
1-Month Low NAV $15.34
1-Month High NAV $17.13
52-Week Low NAV $15.34
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $18.32
52-Week High Price (Date) Dec 16, 2024
Beta / Standard Deviation RBEOX-NASDAQ Click to
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Beta 0.98
Standard Deviation 15.35
Balance Sheet RBEOX-NASDAQ Click to
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Total Assets 4.23B
Operating Ratios RBEOX-NASDAQ Click to
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Expense Ratio 1.18%
Turnover Ratio 4.00%
Performance RBEOX-NASDAQ Click to
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Last Bull Market Total Return 13.29%
Last Bear Market Total Return -15.35%