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American Funds 2060 Trgt Date Retire R2 (RBNTX)

16.34
-0.22
(-1.33%)
As of 8:07:03 AM EDT. Market Open.
Loading Chart for RBNTX
  • Previous Close 16.56
  • YTD Return -2.19%
  • Expense Ratio 1.48%
  • Category Target-Date 2060+
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 14.86B
  • Beta (5Y Monthly) 1.19
  • Yield 0.19%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.03
  • 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 2060+

Fund Category

14.86B

Net Assets

2015-11-20

Inception Date

Performance Overview: RBNTX

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Trailing returns as of 4/16/2025. Category is Target-Date 2060+.

YTD Return

RBNTX
2.19%
Category
6.10%
 

1-Year Return

RBNTX
4.02%
Category
14.41%
 

3-Year Return

RBNTX
5.20%
Category
4.94%
 

5-Year Return

RBNTX
12.24%
Category
9.53%
 

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Holdings: RBNTX

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Sector Weightings

SectorRBNTX
Technology   25.91%
Industrials   13.45%
Healthcare   12.56%
Energy   2.75%
Utilities   2.00%
Real Estate   1.30%

Recent News: RBNTX

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Research Reports: RBNTX

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