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
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info RBOTX-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 RBOTX-NASDAQ Click to
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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
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Dividend Yield 0.20%
Dividend RBOTX-NASDAQ Click to
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Dividend Yield (Forward) 1.72%
Asset Allocation RBOTX-NASDAQ Click to
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Cash 4.10%
Stock 86.77%
U.S. Stock 60.30%
Non-U.S. Stock 26.47%
Bond 8.47%
U.S. Bond 6.72%
Non-U.S. Bond 1.75%
Preferred 0.36%
Convertible 0.01%
Other Net 0.30%
Price History RBOTX-NASDAQ Click to
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7-Day Total Return -0.22%
30-Day Total Return 11.64%
60-Day Total Return 3.50%
90-Day Total Return -1.38%
Year to Date Total Return 3.25%
1-Year Total Return 8.98%
2-Year Total Return 31.56%
3-Year Total Return 39.38%
5-Year Total Return 67.11%
Price RBOTX-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 RBOTX-NASDAQ Click to
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Nav $17.74
1-Month Low NAV $16.20
1-Month High NAV $18.00
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
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Beta 0.97
Standard Deviation 14.42
Balance Sheet RBOTX-NASDAQ Click to
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Total Assets 4.43B
Operating Ratios RBOTX-NASDAQ Click to
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Expense Ratio 1.48%
Turnover Ratio 4.00%
Performance RBOTX-NASDAQ Click to
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Last Bull Market Total Return 13.13%
Last Bear Market Total Return -15.42%