About RBEMX
The American Funds 2055 Target Date Retirement Fund® is an open-ended mutual fund designed for individuals planning to retire around the year 2055. Managed by Capital Research and Management Company, the fund follows a target date strategy that automatically adjusts its asset allocation over time. At its core, the fund invests across a diversified mix of underlying American Funds, spanning growth, growth-and-income, equity-income, balanced, and fixed-income funds. When retirement is several decades away, the fund maintains a higher allocation to equities, including both U.S. and non-U.S. stocks, to pursue long-term capital growth. As the target date approaches, the fund gradually increases its exposure to fixed income and equity-income strategies, seeking to enhance income generation and preserve capital in line with the changing needs of investors nearing retirement. Key sector exposures include information technology, industrials, healthcare, and financials, reflecting its broad-market approach. The fund’s multi-asset construction and lifecycle-based rebalancing make it a comprehensive, one-stop retirement investment solution for those seeking an evolving portfolio aligned with retirement timelines.
Fund Family Capital Group
Category Target-Date 2055
Performance Rating Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol RBEMX
Share Class Class R-2e
Index S&P Target Date 2055 TR
RBEMX had a total return of 12.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.97%.
