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 27 positions across various sectors. Inception date: 2014-08-29.
RBEKX performance shows a YTD return of 8.54%. The 1-year return is 14.99% and the 5-year return is 7.61%. RBEKX dividend yield stands at 5.13%, paid annually.
RBEKX top holdings include American Balanced Fund (8.0%), Capital World Growth and Income Fund (7.1%), American Mutual Fund (6.9%), The Growth Fund Of America (6.7%), Amcap Fund (6.6%). 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.