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American Funds 2055 Trgt Date Retire R1 (RAMTX)

26.13 -0.16 (-0.61%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 26.29
  • YTD Return 13.43%
  • Expense Ratio 1.48%
  • Category Target-Date 2055
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 23.68B
  • Beta (5Y Monthly) 1.21
  • Yield 0.48%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.12
  • 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

23.68B

Net Assets

2017-01-27

Inception Date

Performance Overview: RAMTX

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Trailing returns as of 11/6/2024. Category is Target-Date 2055.

YTD Return

RAMTX
13.43%
Category
12.13%
?

1-Year Return

RAMTX
29.78%
Category
37.63%
?

3-Year Return

RAMTX
2.90%
Category
13.82%
?

5-Year Return

RAMTX
9.56%
Category
13.76%
?

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Holdings: RAMTX

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Top 10 Holdings (76.52% of Total Assets)

SymbolCompany% Assets
RLLGX
American Funds SMALLCAP World R6 9.04%
RNPGX
American Funds New Perspective R6 9.04%
RFNGX
American Funds Fundamental Invs R6 8.98%
RWIGX
American Funds Capital World Gr&Inc R6 8.26%
RWMGX
American Funds Washington Mutual R6 8.00%
RNWGX
American Funds New World R6 7.08%
RGAGX
American Funds Growth Fund of Amer R6 7.08%
RAFGX
American Funds AMCAP R6 6.99%
RICGX
American Funds Invmt Co of Amer R6 6.04%
RMFGX
American Funds American Mutual R6 6.01%

Sector Weightings

Recent News: RAMTX

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Research Reports: RAMTX

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