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American Funds 2055 Trgt Date Retire R4 (RDJTX)

23.21
-0.22
(-0.94%)
At close: 8:02:06 PM EDT
Loading Chart for RDJTX
  • Previous Close 23.43
  • YTD Return -1.84%
  • Expense Ratio 0.74%
  • Category Target-Date 2055
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 24.1B
  • Beta (5Y Monthly) 1.18
  • Yield 0.91%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.24
  • Inception Date Jan 27, 2017

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 2055

Fund Category

24.1B

Net Assets

2017-01-27

Inception Date

Performance Overview: RDJTX

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Trailing returns as of 4/7/2025. Category is Target-Date 2055.

YTD Return

RDJTX
1.84%
Category
12.13%
 

1-Year Return

RDJTX
4.90%
Category
37.63%
 

3-Year Return

RDJTX
6.01%
Category
13.82%
 

5-Year Return

RDJTX
13.13%
Category
13.76%
 

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Holdings: RDJTX

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Sector Weightings

SectorRDJTX
Technology   24.08%
Healthcare   14.15%
Industrials   14.08%
Energy   2.97%
Utilities   2.15%
Real Estate   1.38%

Recent News: RDJTX

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Research Reports: RDJTX

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