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American Funds 2030 Target Date Retirement Fund (RBETX)

17.28
-0.02
(-0.12%)
At close: 8:02:02 PM EDT
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  • Previous Close 17.30
  • YTD Return 1.19%
  • Expense Ratio 1.42%
  • Category Target-Date 2030
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 48.53B
  • Beta (5Y Monthly) 0.93
  • Yield 1.33%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.23
  • Inception Date Nov 20, 2015

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor 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, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

American Funds

Fund Family

Target-Date 2030

Fund Category

48.53B

Net Assets

2015-11-20

Inception Date

Performance Overview: RBETX

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Trailing returns as of 5/23/2025. Category is Target-Date 2030.

YTD Return

RBETX
1.19%
Category
7.97%
 

1-Year Return

RBETX
9.61%
Category
25.53%
 

3-Year Return

RBETX
6.29%
Category
11.28%
 

5-Year Return

RBETX
7.59%
Category
10.98%
 

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Holdings: RBETX

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Sector Weightings

SectorRBETX
Technology   20.74%
Healthcare   14.08%
Industrials   13.51%
Energy   3.91%
Utilities   3.16%
Real Estate   1.86%

Recent News: RBETX

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Research Reports: RBETX

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