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American Funds 2010 Target Date Retirement Fund (RBATX)

11.90
+0.03
+(0.25%)
At close: May 16 at 8:02:01 PM EDT
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  • Previous Close 11.87
  • YTD Return 2.62%
  • Expense Ratio 1.38%
  • Category Target-Date 2000-2010
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 3.8B
  • Beta (5Y Monthly) 0.70
  • Yield 2.13%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.26
  • Inception Date Jul 13, 2009

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

American Funds

Fund Family

Target-Date 2000-2010

Fund Category

3.8B

Net Assets

2009-07-13

Inception Date

Performance Overview: RBATX

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Trailing returns as of 5/16/2025. Category is Target-Date 2000-2010.

YTD Return

RBATX
2.62%
Category
4.29%
 

1-Year Return

RBATX
9.85%
Category
14.76%
 

3-Year Return

RBATX
4.56%
Category
8.56%
 

5-Year Return

RBATX
5.14%
Category
7.48%
 

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Holdings: RBATX

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Sector Weightings

SectorRBATX
Technology   15.88%
Healthcare   13.59%
Industrials   11.16%
Energy   6.21%
Utilities   4.93%
Real Estate   3.31%

Recent News: RBATX

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Research Reports: RBATX

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