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 | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (13), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
| Website | http://capitalgroup.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 | 0.98% | |||
| Dividend | REKTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.61% | |||
| Asset Allocation | REKTX-NASDAQ | Click to Compare |
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| Cash | 4.26% | |||
| Stock | 86.92% | |||
| U.S. Stock | 59.99% | |||
| Non-U.S. Stock | 26.93% | |||
| Bond | 8.10% | |||
| U.S. Bond | 6.41% | |||
| Non-U.S. Bond | 1.69% | |||
| Preferred | 0.38% | |||
| Convertible | 0.01% | |||
| Other Net | 0.32% | |||
| Price History | REKTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.68% | |||
| 30-Day Total Return | 0.03% | |||
| 60-Day Total Return | 1.12% | |||
| 90-Day Total Return | 5.42% | |||
| Year to Date Total Return | 19.21% | |||
| 1-Year Total Return | 16.24% | |||
| 2-Year Total Return | 44.15% | |||
| 3-Year Total Return | 60.33% | |||
| 5-Year Total Return | 62.95% | |||
| 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 | $31.46 | |||
| 1-Month Low NAV | $30.31 | |||
| 1-Month High NAV | $31.72 | |||
| 52-Week Low NAV | $23.53 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $31.78 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | REKTX-NASDAQ | Click to Compare |
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| Beta | 0.86 | |||
| Standard Deviation | 11.32 | |||
| Balance Sheet | REKTX-NASDAQ | Click to Compare |
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| Total Assets | 29.05B | |||
| 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% | |||