RBEKX Mutual Fund
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 various sectors. Inception date: 2014-08-29.
RBEKX performance shows a YTD return of 7.03%. The 1-year return is 15.55% and the 5-year return is 8.02%. RBEKX dividend yield stands at 5.20%, paid annually.
RBEKX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Mutual Fund Class R-6 (7.0%), Capital World Growth & Income Fund R6 (Wgi Cl R6) (7.0%), American Funds Fundamental Investors (6.8%), Growth Fund Of America (the) R6 (gfa Cl R6) (6.7%). Go to all RBEKX holdings, RBEKX sectors, or RBEKX dividends.
RBEKX can be compared against other funds. Use RBEKX overlap to find shared positions, or RBEKX vs another fund for a side-by-side view. RBEKX alternatives are available via the screener, along with tax-loss harvesting opportunities.