Nasdaq - Delayed Quote USD
American Funds 2015 Trgt Date Retire R2 (RBJTX)
12.08
+0.10
+(0.83%)
At close: 6:47:02 PM EDT
Investment Information
- Min Initial Investment
- 250
- Min Initial Investment, IRA
- 0.25
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Cetera Financial Specialists LLC- Premier
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past 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-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
Fund Overview
| Category | Target-Date 2015 |
| Fund Family | American Funds |
| Net Assets | 4.8B |
| YTD Return | 2.24% |
| Yield | 2.07% |
| Morningstar Rating | |
| Inception Date | Jul 13, 2009 |
Performance & Risk
| YTD Return | -0.50% |
| 5y Average Return | 5.22% |
| Rank in Category (ytd) | 4 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.75 |
| Morningstar Risk Rating |
Related Tickers
BIPSX ProFunds Biotechnology UltraSector Fund
18.15
+4.37%
BIPIX ProFunds Biotechnology UltraSector Fund
34.87
+4.34%
RYVLX Rydex NASDAQ-100 2x Strategy A
419.23
+1.21%
RYVYX Rydex NASDAQ-100 2x Strategy H
419.10
+1.21%
RYCCX Rydex NASDAQ-100 2x Strategy C
294.20
+1.21%
RYCVX Rydex Dow 2x Strategy H
147.74
+1.57%
RYLDX Rydex Dow 2x Strategy A
148.38
+1.57%
RYCYX Rydex Dow 2x Strategy C
122.24
+1.57%
DRESX Driehaus Emerging Markets Small Cap Growth Fund
19.97
+2.99%
CIVIX Causeway International Value Instl
19.55
+2.79%
PDEZX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.34
+2.77%
SNTFX Steward International Enhanced Index R6
17.09
+2.77%
PDEQX PGIM Jennison Emerging Markets Equity Opportunities Fund
16.38
+2.76%
SNTCX Steward International Enhanced Index I
21.72
+2.74%
SNTKX Steward International Enhanced Index A
21.82
+2.73%
CIVVX Causeway International Value Inv
19.37
+2.70%
BIECX Brandes International Equity Fund
21.56
+2.52%
BIEAX Brandes International Equity Fund
22.02
+2.51%
BIERX Brandes International Equity Fund
22.46
+2.51%
CIOIX Causeway International Opps Inst
16.01
+2.50%
BIIEX Brandes International Equity Fund
22.26
+2.49%
CIOVX Causeway International Opps Inv
15.86
+2.45%
FPHAX Fidelity Select Pharmaceuticals Port
22.54
+2.41%
UMPSX ProFunds UltraMid Cap Fund
38.57
+2.33%
CNPIX Consumer Staples UltraSector ProFund Inv
77.36
+2.33%
UMPIX ProFunds UltraMid Cap Fund
50.11
+2.33%
CNPSX Consumer Staples UltraSector ProFund Svc
67.14
+2.32%
DNSMX Driehaus Small Cap Growth Institutional
18.44
+2.27%
DVSMX Driehaus Small Cap Growth Investor
18.06
+2.27%
BDAUX Baron Durable Advantage Fund
25.76
+0.35%
BDAFX Baron Durable Advantage Fund
25.39
+0.36%
BDAIX Baron Durable Advantage Fund
25.76
+0.39%
TVRVX Third Avenue Real Estate Value Fund
21.84
+2.10%
TARZX Third Avenue Real Estate Value Z
21.86
+2.10%
TAREX Third Avenue Real Estate Value Instl
21.93
+2.09%
PRILX Parnassus Core Equity Institutional
56.84
+0.96%
BGVIX Brandes Global Equity Fund
29.40
+2.05%
BGEAX Brandes Global Equity Fund
28.95
+2.04%
GDGSX Sit Global Dividend Growth S
26.88
+0.94%
GDGIX Sit Global Dividend Growth I
26.91
+0.98%
BGVCX Brandes Global Equity Fund
28.46
+2.01%
SIIEX Touchstone International Value Y
15.32
+2.00%
BHCHX Baron Health Care Fund
18.26
+1.22%
GEMEX GMO Emerging Markets I
22.74
+1.97%
GEMNX GMO Emerging Markets R6
22.79
+1.97%
MOWNX Moerus Worldwide Value N
16.17
+1.95%
BHCFX Baron Health Care Fund
17.98
+1.18%
CLGRX Calvert US Large Cap Growth Rspnb Idx R6
60.05
+0.74%
MOWIX Moerus Worldwide Value Institutional
16.22
+1.95%
NOIEX Northern Income Equity
15.31
+1.93%
SEIRX SEI Real Estate I (SIMT)
15.33
+1.93%
SETAX SEI Institutional Managed Trust Real Estate Fund
15.37
+1.92%
SREYX SEI Real Estate Y (SIMT)
15.37
+1.92%
BHCUX Baron Health Care Fund
18.25
+1.22%
NOLCX Northern Large Cap Core
25.99
+1.92%
HJPSX Hennessy Japan Small Cap Investor
17.61
+1.91%
HJSIX Hennessy Japan Small Cap Institutional
17.34
+1.88%
CSRIX Cohen & Steers Instl Realty Shares
46.89
+1.87%
CSJIX Cohen & Steers Realty Shares I
64.37
+1.87%
CSRSX Cohen & Steers Realty Shares L
64.39
+1.87%
CSJAX Cohen & Steers Realty Shares A
64.42
+1.87%
BIOPX Baron Opportunity Fund
40.44
0.00%
CSJZX Cohen & Steers Realty Shares Z
64.53
+1.86%
CSJRX Cohen & Steers Realty Shares R
64.57
+1.86%
CSJCX Cohen & Steers Realty Shares C
64.13
+1.86%
BIOIX Baron Opportunity Fund
43.34
+0.02%
BIOUX Baron Opportunity Fund
43.39
+0.02%
GURIX NAA Risk Managed Rl Estt Inst
30.77
+1.85%
ISCAX Federated Hermes Intl Small-Mid Co A
41.32
+1.85%
PHRIX Virtus Duff & Phelps Real Estate Secs I
17.65
+1.85%
PHRAX Virtus Duff & Phelps Real Estate Secs A
17.74
+1.84%
ISCIX Federated Hermes Intl Small-Mid Co IS
42.69
+1.84%
BARIX Baron Asset Instl
92.79
+1.39%
VRREX Virtus Duff & Phelps Real Estate Secs R6
17.76
+1.83%
ISCCX Federated Hermes Intl Small-Mid Co C
27.88
+1.83%
FSPCX Fidelity Select Insurance Port
92.89
+1.82%
NUEIX Northern US Quality ESG I
19.05
+1.82%
NOSIX Northern Stock Index
54.38
+1.82%
GURAX NAA Risk Managed Real Estate A
30.30
+1.81%
PHSZX PGIM Jennison Health Sciences Z
39.99
+1.81%
GEQZX GuideStone Funds Equity Index Investor
53.51
+1.81%
PJHRX PGIM Jennison Health Sciences R
28.73
+1.81%
GEQYX GuideStone Funds Equity Index Instl
53.54
+1.81%
AIFRX abrdn Global Infrastructure Instl
23.73
+1.80%
PHLAX PGIM Jennison Health Sciences A
31.18
+1.80%
BRIFX Baron Real Estate Income Retail
15.35
+1.79%
PHLQX PGIM Jennison Health Sciences R6
40.40
+1.79%
IESGX Sit ESG Growth I
21.29
+0.85%
VEGBX Vanguard Emerging Markets Bond Admiral
22.91
+1.78%
FKRCX Franklin Gold and Precious Metals A
26.60
+1.76%
RYMDX Rydex Mid-Cap 1.5x Strategy H
107.92
+1.75%
SESGX Sit ESG Growth S
21.08
+0.86%
RYAHX Rydex Mid-Cap 1.5x Strategy A
107.42
+1.75%
FGPMX Franklin Gold and Precious Metals R6
29.70
+1.75%
FGADX Franklin Gold and Precious Metals Adv
29.21
+1.74%
FRGOX Franklin Gold and Precious Metals C
22.89
+1.73%
PGRQX PGIM Global Real Estate R6
18.87
+1.73%
BINCX Brandes International Small Cap Equity Fund
18.90
+1.72%
NGJIX Nuveen Global Real Estate Securities I
17.72
+1.72%
NGJFX Nuveen Global Real Estate Securities R6
17.73
+1.72%