C
American Funds 2055 Target Date Retirement Fund® Class R-5 REKTX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings REKTX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info REKTX-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 REKTX-NASDAQ Click to
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Fund Name American Funds 2055 Target Date Retirement Fund® Class R-5
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 REKTX-NASDAQ Click to
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Dividend Yield 1.03%
Dividend REKTX-NASDAQ Click to
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Dividend Yield (Forward) 1.78%
Asset Allocation REKTX-NASDAQ Click to
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Cash 4.15%
Stock 86.85%
U.S. Stock 60.37%
Non-U.S. Stock 26.48%
Bond 8.34%
U.S. Bond 6.65%
Non-U.S. Bond 1.69%
Preferred 0.35%
Convertible 0.01%
Other Net 0.30%
Price History REKTX-NASDAQ Click to
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7-Day Total Return -0.56%
30-Day Total Return 2.54%
60-Day Total Return 1.46%
90-Day Total Return 6.19%
Year to Date Total Return 13.07%
1-Year Total Return 16.80%
2-Year Total Return 39.62%
3-Year Total Return 59.91%
5-Year Total Return 67.17%
Price REKTX-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 REKTX-NASDAQ Click to
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Nav $29.84
1-Month Low NAV $29.38
1-Month High NAV $30.19
52-Week Low NAV $23.53
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $30.19
52-Week High Price (Date) Aug 28, 2025
Beta / Standard Deviation REKTX-NASDAQ Click to
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Beta 0.87
Standard Deviation 13.24
Balance Sheet REKTX-NASDAQ Click to
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Total Assets 27.85B
Operating Ratios REKTX-NASDAQ Click to
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Expense Ratio 0.44%
Turnover Ratio 5.00%
Performance REKTX-NASDAQ Click to
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Last Bull Market Total Return 13.69%
Last Bear Market Total Return -15.07%