About RBEAX
American Funds 2010 Target Date Retirement Fund® is a mutual fund tailored for investors targeting retirement near the year 2010. As a target-date fund, it is designed to adjust its investment allocations over time: the portfolio becomes increasingly conservative, gradually shifting emphasis from growth-oriented assets like equities toward income generation and capital preservation through greater exposure to fixed income and bond investments as the target date — and subsequent retirement years — approach. The fund holds a diversified mix of U.S. and non-U.S. equities, with significant allocations to U.S. bonds and a modest portion held in cash and equivalents, supporting post-retirement income needs and risk control. Its underlying investments span various sectors, including financials, information technology, health care, consumer staples, and industrials, providing broad market exposure. Managed by Capital Research and Management Company, the fund is part of a series designed to align with different anticipated retirement years, helping investors simplify long-term planning by maintaining an asset allocation appropriate to their stage in the retirement cycle. This structure aims to balance total return and portfolio stability, making it a core component within diversified retirement strategies for near-retirees or recent retirees.
Fund Family Capital Group
Category Target-Date 2000-2010
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol RBEAX
Share Class Class R-2e
Index S&P Target Date 2010 TR
RBEAX had a total return of 8.72% in the past year, including dividends.
Since the fund's inception, the average annual return has been 5.23%.
