Nasdaq - Delayed Quote USD
American Funds 2055 Trgt Date Retire R2 (RBMTX)
23.81
-0.33
(-1.37%)
At close: April 16 at 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
- Northwestern Mutual Inv Srvc, LLC
- Ausdal Financial Partners Inc
- Cetera Advisors LLC
- Cetera Advisor Networks LLC
- UBS Financial Services Inc
- Protected Investors of America
- H&R Block Financial Advisors Inc
- Mid Atlantic Capital Corp
- Morgan Stanley - Brokerage Accounts
- Pershing FundCenter
- Schwab Institutional
- Scottrade Load
- EP Fee Small
- Shareholders Services Group
- JPMorgan
- Merrill Lynch
- TD Ameritrade Trust Company
- (Junk)CommonWealth PPS
- Fifth Third Securities, Inc.
- LPL SAM Eligible - 10.24.2024
- Fidelity Institutional FundsNetwork
- Fidelity Institutional FundsNetwork-NTF
- Ameriprise Brokerage
- Federated TrustConnect
- Federated TrustConnect NTF
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Schwab Institutional Only
- Ameriprise SPS Advantage
- Mony Securities Corp
- CommonWealth NTF
- SunAmerica Securities Premier / Pinnacle
- SunGard Transaction Network
- Raymond James
- Raymond James WRAP Eligible
- Bear Stearns No-Load Transaction Fee
- Commonwealth Universe
- FTJ FundChoice
- Robert W. Baird & Co.
- WFA MF Advisory Updated 3.3.25
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation RTC
- DailyAccess Corporation FRIAG
- EP Fee Large
- ING Financial Ptnrs PAM and PRIME Approv
- Ameritas NTFN
- Ameritas NTF P
- Scottrade NTF
- Standard Retirement Services, Inc.
- Ameriprise Financial
- Sun Life CPS
- Sun Life Recordkeeper Plus
- Principal Advantage
- TIAA-CREF Brokerage Services
- Fidelity Advisor 401(k) I Shares
- Thrivent – Advisory Eligible
- Pershing FundVest NTF
- Morgan Stanley Consulting Group Advisor
- Matrix Financial Solutions
- SB Pychx OFS A
- TD Ameritrade Institutional
- NYLIM 401(k) Complete
- Hartford RK Plus
- Hartford CPS
- Met Life Resources MFSP Alliance List
- ADP Access
- Mid Atlantic Capital Group
- HD Vest - Vest Advisor
- Securities America Advisors
- Bear Stearns
- JP MORGAN NO-LOAD NTF
- JP MORGAN NTF
- JP MORGAN LOAD
- JP MORGAN NO-LOAD TRANSACTION FEE
- Northwestern Mutual Investment Services, Llc
- TD Ameritrade Institutional NTF
- TIAA-CREF NTF
- MSWM Brokerage
- WFA Fdntl Choice/PIM Updated 3.3.25
- ADP Access Open Fund Architecture
- DailyAccess Corporation Mid-Atlantic
- RBC Wealth Management-Wrap Eligible
- Waddell & Reed Choice MAP Flex
- E-Plan Services, Inc.
- Investacorp NTF
- H Beck Inc.
- ING Financial Partners Inc.
- Securities America Inc.
- Morgan Stanley Portfolio Management
- JP Morgan No Load
- Smith Barney Portfolio Manager
- Merrill Edge
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Fidelity Advisor 401(k) A Shares
- Cetera Financial Specialists LLC- Premier
- NM WMC
- LPL SWM - 10.24.2024
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Schwab Existing Shareholders Only
- Schwab OneSource & NTF (No Load & No Transaction Fee)
- Lincoln Investment Planning
- Pershing Retirement Plan Network
- Ameriprise SPS Advisor
- HD Vest
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- LPL Brokerage Availability - November 2024
- Thrivent – Retail Eligible
- Avantax
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
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.
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 |
Performance & Risk
| YTD Return | -5.93% |
| 5y Average Return | 10.01% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.18 |
| Morningstar Risk Rating |
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