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    American Funds 2030 Trgt Date Retire R2 (RBETX)

    12.84 Up 0.01(0.08%) Jul 2
    Prev Close:12.84
    YTD Return*:4.16%
    Net Assets*:5.36B

    * As of 31-May-15

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for RBETX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Washington Mutual R68.01N/A
    American Funds US Government Sec R67.96N/A
    American Funds Invmt Co of Amer R66.99N/A
    American Funds New Perspective R66.89N/A
    American Funds American Mutual R66.01N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:5.36B
    Category:Target Date 2026-2030
    Annual Report Expense Ratio (net):1.07%

    Performance & Risk

    YTD Return:4.16%
    5y Avg Return:12.37%
    Rank in Category (ytd):31
    % Rank in Category (ytd):12.11%
    Beta (3y):1.27
    Morningstar Risk Rating:3

    Fund Summary

    The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes its target date. It attempts to achieve its objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives. View More
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