American Funds 2065 Target Date Retirement Fund® Class R-2
RBOTX
NASDAQ
| Weiss Ratings | RBOTX-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 | RBOTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Michelle J. Black (6), David A. Hoag (6), Samir Mathur (6), 5 others | |||
| Website | http://capitalgroup.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 | 0.00% | |||
| Dividend | RBOTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.58% | |||
| Asset Allocation | RBOTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 4.22% | |||
| Stock | 87.13% | |||
| U.S. Stock | 60.00% | |||
| Non-U.S. Stock | 27.13% | |||
| Bond | 7.93% | |||
| U.S. Bond | 6.26% | |||
| Non-U.S. Bond | 1.67% | |||
| Preferred | 0.40% | |||
| Convertible | 0.01% | |||
| Other Net | 0.31% | |||
| Price History | RBOTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.00% | |||
| 30-Day Total Return | 5.47% | |||
| 60-Day Total Return | 6.22% | |||
| 90-Day Total Return | 5.58% | |||
| Year to Date Total Return | 2.93% | |||
| 1-Year Total Return | 20.52% | |||
| 2-Year Total Return | 43.18% | |||
| 3-Year Total Return | 61.45% | |||
| 5-Year Total Return | 54.01% | |||
| 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 | $20.34 | |||
| 1-Month Low NAV | $19.76 | |||
| 1-Month High NAV | $20.62 | |||
| 52-Week Low NAV | $15.24 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $20.62 | |||
| 52-Week High Price (Date) | Dec 23, 2025 | |||
| Beta / Standard Deviation | RBOTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.89 | |||
| Standard Deviation | 11.04 | |||
| Balance Sheet | RBOTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 6.14B | |||
| Operating Ratios | RBOTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.48% | |||
| Turnover Ratio | 5.00% | |||
| 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% | |||