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American Funds 2055 Trgt Date Retire R2 (RBMTX)

26.43
+0.11
+(0.42%)
At close: 8:02:02 PM EDT
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  • Previous Close 26.32
  • YTD Return -1.19%
  • Expense Ratio 1.48%
  • Category Target-Date 2055
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 24.37B
  • Beta (5Y Monthly) 1.16
  • Yield 0.23%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.06
  • Inception Date Feb 1, 2010

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 2055

Fund Category

24.37B

Net Assets

2010-02-01

Inception Date

Performance Overview: RBMTX

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Trailing returns as of 5/16/2025. Category is Target-Date 2055.

YTD Return

RBMTX
1.19%
Category
12.13%
 

1-Year Return

RBMTX
9.12%
Category
37.63%
 

3-Year Return

RBMTX
8.64%
Category
13.82%
 

5-Year Return

RBMTX
10.28%
Category
13.76%
 

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Holdings: RBMTX

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Sector Weightings

SectorRBMTX
Technology   25.83%
Industrials   13.44%
Healthcare   12.59%
Energy   2.83%
Utilities   2.15%
Real Estate   1.31%

Recent News: RBMTX

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Research Reports: RBMTX

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