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American Funds 2020 Target Date Retirement Fund (RBEHX)

13.87 -0.04 (-0.29%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 13.91
  • YTD Return 8.39%
  • Expense Ratio 1.11%
  • Category Target-Date 2020
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 15.79B
  • Beta (5Y Monthly) 0.80
  • Yield 2.03%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.28
  • 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 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 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 2020

Fund Category

15.79B

Net Assets

2017-01-27

Inception Date

Performance Overview: RBEHX

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Trailing returns as of 11/6/2024. Category is Target-Date 2020.

YTD Return

RBEHX
8.39%
Category
5.78%
?

1-Year Return

RBEHX
19.21%
Category
18.91%
?

3-Year Return

RBEHX
2.11%
Category
9.48%
?

5-Year Return

RBEHX
5.51%
Category
8.82%
?

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Holdings: RBEHX

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Top 10 Holdings (69.80% of Total Assets)

SymbolCompany% Assets
RIDGX
RIDGX 11.86%
RLBGX
RLBGX 8.05%
RILFX
RILFX 7.97%
RBFGX
RBFGX 7.94%
RMFGX
RMFGX 6.02%
RIRGX
RIRGX 5.99%
RBOGX
RBOGX 5.96%
RMAGX
RMAGX 5.94%
RWIGX
RWIGX 5.07%
RWMGX
RWMGX 5.02%

Sector Weightings

Recent News: RBEHX

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Research Reports: RBEHX

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