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    American Funds 2055 Trgt Date Retire R2 (RBMTX)

    16.08 Up 0.11(0.69%) May 1
    Prev Close:15.97
    YTD Return*:2.08%
    Net Assets*:540.63M
    Yield*:0.23%

    * As of 31-Mar-15

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

    Headlines

    • No Headlines available for RBMTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Washington Mutual R69.00N/A
    American Funds Invmt Co of Amer R69.00N/A
    American Funds Fundamental Invs R68.00N/A
    American Funds American Mutual R68.00N/A
    American Funds SMALLCAP World R67.01N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:540.63M
    Category:Target Date 2051+
    Annual Report Expense Ratio (net):1.13%

    Performance & Risk

    YTD Return:2.08%
    5y Avg Return:10.44%
    Rank in Category (ytd):94
    % Rank in Category (ytd):38.06%
    Beta (3y):1.34
    Morningstar Risk Rating:1

    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 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 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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