C
American Funds 2055 Target Date Retirement Fund® Class R-4 RDJTX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RDJTX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info RDJTX-NASDAQ Click to
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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 RDJTX-NASDAQ Click to
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Fund Name American Funds 2055 Target Date Retirement Fund® Class R-4
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 RDJTX-NASDAQ Click to
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Dividend Yield 0.85%
Dividend RDJTX-NASDAQ Click to
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Dividend Yield (Forward) 1.75%
Asset Allocation RDJTX-NASDAQ Click to
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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 RDJTX-NASDAQ Click to
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7-Day Total Return 2.03%
30-Day Total Return 4.40%
60-Day Total Return 10.52%
90-Day Total Return 5.16%
Year to Date Total Return 5.56%
1-Year Total Return 13.12%
2-Year Total Return 34.42%
3-Year Total Return 39.72%
5-Year Total Return 66.88%
Price RDJTX-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 RDJTX-NASDAQ Click to
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Nav $27.51
1-Month Low NAV $26.15
1-Month High NAV $27.51
52-Week Low NAV $23.21
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $27.87
52-Week High Price (Date) Dec 16, 2024
Beta / Standard Deviation RDJTX-NASDAQ Click to
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Beta 0.97
Standard Deviation 14.64
Balance Sheet RDJTX-NASDAQ Click to
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Total Assets 25.85B
Operating Ratios RDJTX-NASDAQ Click to
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Expense Ratio 0.74%
Turnover Ratio 5.00%
Performance RDJTX-NASDAQ Click to
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Last Bull Market Total Return 13.54%
Last Bear Market Total Return -15.16%