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American Funds 2055 Trgt Date Retire R-4 (RDJTX)

31.83 -0.51 (-1.58%)
At close: 8:07:28 AM EST
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  • Previous Close 32.34
  • YTD Return 9.26%
  • Expense Ratio 0.73%
  • Category Target-Date 2055
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 31.28B
  • Beta (5Y Monthly) 1.21
  • Yield 0.46%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.16
  • Inception Date Feb 1, 2010

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Capital Group

Fund Family

Target-Date 2055

Fund Category

31.28B

Net Assets

2010-02-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Target-Date 2055.

YTD Return

RDJTX
9.26%
Category
12.13%

1-Year Return

RDJTX
12.72%
Category
37.63%

3-Year Return

RDJTX
19.17%
Category
13.82%

5-Year Return

RDJTX
9.25%
Category
13.76%

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