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American Funds 2040 Target Date Retirement Fund (RBEKX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
20.58-0.22 (-1.06%)
At close: 06:25PM EST

Overall Portfolio Composition (%)

Cash4.32%
Stocks80.66%
Bonds14.49%
Others0.38%
Preferred0.13%
Convertable0.02%

Sector Weightings (%)

Sector(s)
RBEKX
Basic Materials
3.48%
Consumer Cyclical
9.63%
Financial Services
12.00%
Real Estate
1.43%
Consumer Defensive
6.23%
Healthcare
14.22%
Utilities
2.49%
Communication Services
8.33%
Energy
3.88%
Industrials
13.38%
Technology
24.93%

Equity Holdings

AverageRBEKXCategory Average
Price/Earnings0.0423.13
Price/Book0.262.89
Price/Sales0.392.12
Price/Cashflow0.0714.1
Median Market Cap140,144.769,227.1
3 Year Earnings Growth21.5912.06

Bond Holdings

AverageRBEKXCategory Average
MaturityN/A8.06
DurationN/A6.63
Credit QualityN/AN/A

Bond Ratings

Sector(s)RBEKX
US Government6.30%
AAA72.70%
AA2.93%
A8.15%
BBB7.81%
BB4.70%
B2.15%
Below B0.65%
Others0.91%

Top 10 Holdings (67.21% of Total Assets)

Get Quotes for Top Holdings
NameSymbol% Assets
American Funds American Balanced R6RLBGX7.99%
American Funds Fundamental Invs R6RFNGX7.08%
American Funds Growth Fund of Amer R6RGAGX7.07%
American Funds American Mutual R6RMFGX7.03%
American Funds Capital World Gr&Inc R6RWIGX7.01%
American Funds AMCAP R6RAFGX6.98%
American Funds New Perspective R6RNPGX6.97%
American Funds Washington Mutual R6RWMGX6.04%
American Funds SMALLCAP World R6RLLGX6.02%
American Funds US Government Sec R6RGVGX5.01%