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American Funds 2030 Trgt Date Retire R2 (RBETX)

12.91 Down 0.01(0.08%) Jul 24
Prev Close:12.92
YTD Return*:5.41%
Net Assets*:3.73B
Yield*:0.67%

* As of 30-Jun-14

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

Headlines

  • No Headlines available for RBETX at this time.

Top Holdings

Symbol% AssetsYTD Return %
American Funds American Balanced R68.00N/A
American Funds Washington Mutual R67.99N/A
American Funds US Government Sec R67.50N/A
American Funds New Perspective R67.00N/A
American Funds Invmt Co of Amer R67.00N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:3.73B
Category:Target Date 2026-2030
Annual Report Expense Ratio (net):1.05%

Performance & Risk

YTD Return:5.41%
5y Avg Return:14.59%
Rank in Category (ytd):43
% Rank in Category (ytd):18.38%
Beta (3y):1.33
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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