American Funds 2055 Target Date Retirement Fund® Class R-5
REKTX
NASDAQ
| Weiss Ratings | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | American Funds | |||
| Manager/Tenure (Years) | Wesley K. Phoa (13), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds 2055 Target Date Retirement Fund® Class R-5 | |||
| Category | Target-Date 2055 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Feb 01, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.19% | |||
| Dividend | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.68% | |||
| Asset Allocation | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.26% | |||
| Stock | 87.82% | |||
| U.S. Stock | 61.65% | |||
| Non-U.S. Stock | 26.17% | |||
| Bond | 8.37% | |||
| U.S. Bond | 6.62% | |||
| Non-U.S. Bond | 1.75% | |||
| Preferred | 0.26% | |||
| Convertible | 0.01% | |||
| Other Net | 0.28% | |||
| Price History | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 4.00% | |||
| 30-Day Total Return | -1.92% | |||
| 60-Day Total Return | -4.42% | |||
| 90-Day Total Return | -5.91% | |||
| Year to Date Total Return | -1.70% | |||
| 1-Year Total Return | 8.00% | |||
| 2-Year Total Return | 30.48% | |||
| 3-Year Total Return | 30.56% | |||
| 5-Year Total Return | 74.42% | |||
| Price | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $25.94 | |||
| 1-Month Low NAV | $23.53 | |||
| 1-Month High NAV | $26.45 | |||
| 52-Week Low NAV | $23.53 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $28.29 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.98 | |||
| Standard Deviation | 15.26 | |||
| Balance Sheet | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 24.10B | |||
| Operating Ratios | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.44% | |||
| Turnover Ratio | 5.00% | |||
| Performance | REKTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.69% | |||
| Last Bear Market Total Return | -15.07% | |||