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RBEKX
Mutual Fund ticker: NASDAQ
PRICE
CHANGE
NET ASSETS

American Funds 2040 Trgt Date Retire R2E (RBEKX) Ownership - Who owns American Funds 2040 Trgt Date Retire R2E?

Profile

Category
Target-Date 2040
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com

Details

Group
Balanced Funds
Category
Target Date 2036-2040
Total Expense Ratio
N/A
Min. Initial Investment
250.00
Fund Existence
about 10 years
Turnover
1.00
Front Load
N/A
Net Assets
44731280000.00
Manager Tenure
N/A

Fundamentals

RBEKX
Net Assets
44.7B
Fund Existence
about 10 years
Turnover
1.00
Total Expense Ratio
N/A
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2040
Administrative Fee
N/A
Annual Report Gross Expense Ratio
N/A
Assets in Top Ten Holdings
25.5B
Average Credit Quality
N/A
Average Effective Duration
4.74
Average Effective Maturity
7.07
Fund of Funds
No
Fund Share Class Net Assets
344M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
5.46
No Load Fund
No
Number of Long Holdings
21.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
14.136
Annual Yield % from dividends
1.00
Returns for 1 year
24.51
Returns for 3 years
3.36
Returns for 5 years
35.55
Returns for 10 years
60.53
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2040
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com