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American Funds 2015 Trgt Date Retire R5E (RHBTX)

12.24
+0.01
+(0.08%)
At close: 8:02:09 PM EDT
Loading Chart for RHBTX
  • Previous Close 12.23
  • YTD Return 2.47%
  • Expense Ratio 0.44%
  • Category Target-Date 2015
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 4.8B
  • Beta (5Y Monthly) 0.75
  • Yield 3.01%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.38
  • Inception Date Jul 13, 2009

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.

American Funds

Fund Family

Target-Date 2015

Fund Category

4.8B

Net Assets

2009-07-13

Inception Date

Performance Overview: RHBTX

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Trailing returns as of 4/15/2025. Category is Target-Date 2015.

YTD Return

RHBTX
2.47%
Category
5.24%
 

1-Year Return

RHBTX
7.78%
Category
17.09%
 

3-Year Return

RHBTX
4.14%
Category
9.13%
 

5-Year Return

RHBTX
7.58%
Category
8.26%
 

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Holdings: RHBTX

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Sector Weightings

SectorRHBTX
Technology   19.00%
Healthcare   13.25%
Industrials   11.91%
Energy   5.64%
Utilities   5.26%
Real Estate   3.12%

Recent News: RHBTX

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Research Reports: RHBTX

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