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Nasdaq - Delayed Quote USD

American Funds 2055 Trgt Date Retire R2 (RBMTX)

24.10
+0.20
+(0.84%)
At close: 6:47:02 PM EDT

Top 10 Holdings (77.01% of Total Assets)

SymbolCompany% Assets
RLLGX
American Funds SMALLCAP World R6 9.02%
RFNGX
American Funds Fundamental Invs R6 8.98%
RNPGX
American Funds New Perspective R6 8.98%
RWMGX
American Funds Washington Mutual R6 8.02%
RNWGX
American Funds New World R6 7.99%
RWIGX
American Funds Capital World Gr&Inc R6 7.99%
RAFGX
American Funds AMCAP R6 7.01%
RGAGX
American Funds Growth Fund of Amer R6 6.99%
RICGX
American Funds Invmt Co of Amer R6 6.02%
RLBGX
American Funds American Balanced R6 6.01%
Get Quotes for Top Holdings

Sector Weightings

SectorRBMTX
Technology   24.08%
Healthcare   14.15%
Industrials   14.08%
Financial Services   12.49%
Consumer Cyclical   11.01%
Communication Services   8.39%
Consumer Defensive   5.67%
Basic Materials   3.64%
Energy   2.97%
Utilities   2.15%
Real Estate   1.38%

Overall Portfolio Composition (%)

Cash 4.22%
Stocks 87.22%
Bonds 8.15%
Others 0.26%
Preferred 0.15%
Convertible 0.00%

Bond Ratings

US Government 3.90%
AAA 80.86%
AA 1.84%
A 5.83%
BBB 6.91%
BB 3.33%
B 0.63%
Below B 0.22%
Other 0.38%

Equity Holdings

Average RBMTX Category Average
Price/Earnings 0.04 22.66
Price/Book 0.26 2.79
Price/Sales 0.39 2.08
Price/Cashflow 0.07 14.07
Median Market Cap 123,790.39 67,491.51
3 Year Earnings Growth 17.69 11.77

Bond Holdings

Average RBMTX Category Average
Maturity -- 8.1
Duration 4.66 6.61
Credit Quality -- --

Performance & Risk

YTD Return -5.57%
5y Average Return 10.26%
Rank in Category (ytd) 98
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category Target-Date 2055
Fund Family American Funds
Net Assets 24.1B
YTD Return -2.05%
Yield 0.23%
Morningstar Rating
Inception Date Feb 01, 2010

Fund Summary

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.

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