C
American Funds 2065 Target Date Retirement Fund® Class R-2 RBOTX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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 RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Fund Name American Funds 2065 Target Date Retirement Fund® Class R-2
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 RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield 0.20%
Dividend RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 1.65%
Asset Allocation RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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 RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return 1.79%
30-Day Total Return 0.82%
60-Day Total Return -3.02%
90-Day Total Return -4.48%
Year to Date Total Return -0.93%
1-Year Total Return 8.82%
2-Year Total Return 28.16%
3-Year Total Return 28.14%
5-Year Total Return 67.21%
Price RBOTX-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 RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Nav $17.02
1-Month Low NAV $15.24
1-Month High NAV $17.02
52-Week Low NAV $15.24
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $18.16
52-Week High Price (Date) Dec 16, 2024
Beta / Standard Deviation RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 0.98
Standard Deviation 15.36
Balance Sheet RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 4.23B
Operating Ratios RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 1.48%
Turnover Ratio 4.00%
Performance RBOTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 13.13%
Last Bear Market Total Return -15.42%