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American Funds 2035 Target Date Retirement Fund (RBEFX)

19.31
+0.06
+(0.31%)
At close: 8:02:01 PM EDT
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  • Previous Close 19.25
  • YTD Return 0.70%
  • Expense Ratio 1.14%
  • Category Target-Date 2035
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 48.29B
  • Beta (5Y Monthly) 1.01
  • Yield 1.26%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.24
  • 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 approaches and passes 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 funds, 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 2035

Fund Category

48.29B

Net Assets

2009-07-13

Inception Date

Performance Overview: RBEFX

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Trailing returns as of 5/16/2025. Category is Target-Date 2035.

YTD Return

RBEFX
0.70%
Category
9.49%
 

1-Year Return

RBEFX
10.10%
Category
29.95%
 

3-Year Return

RBEFX
7.65%
Category
12.29%
 

5-Year Return

RBEFX
9.51%
Category
12.13%
 

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Holdings: RBEFX

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Sector Weightings

SectorRBEFX
Technology   24.42%
Industrials   13.15%
Healthcare   12.43%
Energy   3.64%
Utilities   3.26%
Real Estate   1.70%

Recent News: RBEFX

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Research Reports: RBEFX

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