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RBMTX
Mutual Fund ticker: NASDAQ
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American Funds 2055 Trgt Date Retire R2 (RBMTX) Ownership - Who owns American Funds 2055 Trgt Date Retire R2?

The investment seeks growth, income and conservation of capital... Show more

Profile

Category
Target-Date 2055
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 2050+
Total Expense Ratio
1.48
Min. Initial Investment
250.00
Fund Existence
about 15 years
Turnover
5.00
Front Load
N/A
Net Assets
24142770000.00
Manager Tenure
N/A

Fundamentals

RBMTX
Net Assets
24.1B
Fund Existence
about 15 years
Turnover
5.00
Total Expense Ratio
1.48
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 2055
Administrative Fee
N/A
Annual Report Gross Expense Ratio
1.48
Assets in Top Ten Holdings
14.4B
Average Credit Quality
6
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
Yes
Fund Share Class Net Assets
719M
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
N/A
No Load Fund
No
Number of Long Holdings
17.00
Number of Net Holdings
18.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.38
Weighting Top Ten Holdings
77.01%
Gain YTD
-1.817
Annual Yield % from dividends
0.23
Returns for 1 year
4.73
Returns for 3 years
15.67
Returns for 5 years
37.67
Returns for 10 years
55.73
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2055
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com