American Funds 2055 Target Date Retirement Fund® Class R-5
REKTX
NASDAQ
| Weiss Ratings | REKTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | REKTX-NASDAQ | Click to Compare |
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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 Compare |
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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 Compare |
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| Dividend Yield | 1.14% | |||
| Dividend | REKTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.71% | |||
| Asset Allocation | REKTX-NASDAQ | Click to Compare |
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| Cash | 4.22% | |||
| Stock | 87.22% | |||
| U.S. Stock | 59.96% | |||
| Non-U.S. Stock | 27.26% | |||
| Bond | 8.15% | |||
| U.S. Bond | 6.47% | |||
| Non-U.S. Bond | 1.68% | |||
| Preferred | 0.15% | |||
| Convertible | 0.00% | |||
| Other Net | 0.26% | |||
| Price History | REKTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -2.10% | |||
| 30-Day Total Return | -3.24% | |||
| 60-Day Total Return | -0.48% | |||
| 90-Day Total Return | -2.88% | |||
| Year to Date Total Return | 0.41% | |||
| 1-Year Total Return | 10.60% | |||
| 2-Year Total Return | 33.17% | |||
| 3-Year Total Return | 27.55% | |||
| 5-Year Total Return | 66.98% | |||
| Price | REKTX-NASDAQ | Click to Compare |
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| 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 | REKTX-NASDAQ | Click to Compare |
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| Nav | $26.50 | |||
| 1-Month Low NAV | $26.50 | |||
| 1-Month High NAV | $27.79 | |||
| 52-Week Low NAV | $24.22 | |||
| 52-Week Low NAV (Date) | Apr 19, 2024 | |||
| 52-Week High NAV | $28.29 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | REKTX-NASDAQ | Click to Compare |
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| Beta | 0.97 | |||
| Standard Deviation | 15.01 | |||
| Balance Sheet | REKTX-NASDAQ | Click to Compare |
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| Total Assets | 25.05B | |||
| Operating Ratios | REKTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.44% | |||
| Turnover Ratio | 5.00% | |||
| Performance | REKTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.69% | |||
| Last Bear Market Total Return | -15.07% | |||
