American Funds 2055 Target Date Retirement Fund® Class R-2
RBMTX
NASDAQ
| Weiss Ratings | RBMTX-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 | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds 2055 Target Date Retirement Fund® Class R-2 | |||
| Category | Target-Date 2055 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Feb 01, 2010 | |||
| 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 | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.22% | |||
| Dividend | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.75% | |||
| Asset Allocation | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.12% | |||
| Stock | 86.66% | |||
| U.S. Stock | 60.09% | |||
| Non-U.S. Stock | 26.57% | |||
| Bond | 8.57% | |||
| U.S. Bond | 6.78% | |||
| Non-U.S. Bond | 1.79% | |||
| Preferred | 0.34% | |||
| Convertible | 0.01% | |||
| Other Net | 0.30% | |||
| Price History | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.03% | |||
| 30-Day Total Return | 4.30% | |||
| 60-Day Total Return | 10.36% | |||
| 90-Day Total Return | 4.96% | |||
| Year to Date Total Return | 5.21% | |||
| 1-Year Total Return | 12.31% | |||
| 2-Year Total Return | 32.45% | |||
| 3-Year Total Return | 36.64% | |||
| 5-Year Total Return | 60.78% | |||
| Price | RBMTX-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 | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $26.63 | |||
| 1-Month Low NAV | $25.33 | |||
| 1-Month High NAV | $26.63 | |||
| 52-Week Low NAV | $22.50 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $26.92 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.97 | |||
| Standard Deviation | 14.65 | |||
| Balance Sheet | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 25.85B | |||
| Operating Ratios | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.48% | |||
| Turnover Ratio | 5.00% | |||
| Performance | RBMTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.02% | |||
| Last Bear Market Total Return | -15.32% | |||