RBMTX Mutual Fund

RBMTX Mutual Fund

NAV$31.40
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Fund Essentials - as of Aug 31, 2026

Net Assets
-
Expense Ratio
1.47%
Dividend Yield (Current)
-
Holdings
20
Inception Date
Feb 1, 2010
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
SEC 30-Day Yield
PRO

Performance

YTD+7.85%
1 Year+11.87%
3 Year+17.80%
5 Year+8.33%
10 Year+11.01%

Asset Allocation

Stocks: 5.60%
Other: 94.40%
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Top Holdings

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TickerNameWeight
ANWPXNew Perspective Fund9.00%
BISXXBlackrock Funds8.60%
-Smallcap World Fund8.60%
CWGIX:CACapital World Growth and Income Fund8.20%
-Washington Mutual Investors Fund8.00%
Top 10 Concentration: 76.90%Report Date: Aug 31, 2026
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Dividend Summary

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Latest Distribution
$0.92
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

RBMTX Mutual Fund Overview

RBMTX Mutual Fund (American Funds 2055 Target Date Retirement Fund Class R-2) is managed by American Funds. RBMTX expense ratio is 1.47%, holding 20 positions across various sectors. Inception date: 2010-02-01.

RBMTX performance shows a YTD return of 7.85%. The 1-year return is 11.87% and the 5-year return is 8.33%.

RBMTX top holdings include New Perspective Fund (9.0%), Blackrock Funds (8.6%), Smallcap World Fund (8.6%), Capital World Growth and Income Fund (8.2%), Washington Mutual Investors Fund (8.0%). Go to all RBMTX holdings, RBMTX sectors, or RBMTX dividends.

RBMTX can be compared against other funds. Use RBMTX overlap to find shared positions, or RBMTX vs another fund for a side-by-side view. RBMTX alternatives are available via the screener, along with tax-loss harvesting opportunities.