RBEKX Mutual Fund
RBEKX Mutual Fund
American Funds 2040 Target Date Retirement Fund Class R2E
RBEKX Mutual Fund Overview
RBEKX Mutual Fund (American Funds 2040 Target Date Retirement Fund Class R2E) is managed by American Funds with $194.0M in net assets. RBEKX expense ratio is 1.15%, holding 26 positions across sectors including Unknown. Inception date: 2014-08-29.
RBEKX performance shows a YTD return of 7.03%. The 1-year return is 17.58% and the 5-year return is 8.19%. RBEKX dividend yield stands at 5.14%, paid annually.
RBEKX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (7.1%), American Mutual Fund Class R-6 (7.0%), American Funds Fundamental Investors (6.7%), Amcap Fund R6 (6.7%). View all RBEKX holdings, sector breakdown, or dividend history.
RBEKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RBEKX alternatives are available via the screener, along with tax-loss harvesting opportunities.