About RBEOX
The American Funds 2065 Target Date Retirement Fund Class R-2E is a target date mutual fund designed for individuals planning to retire around the year 2065. Its primary objective is to offer a diversified, professionally managed investment solution that automatically adjusts its asset allocation over time to align with an investor’s changing needs as they approach retirement. Initially, the fund has a strong emphasis on growth by investing primarily in equities—both U.S. and international stocks—across a range of industries, including information technology, industrials, financials, and health care. As the target date draws closer, the fund gradually shifts assets toward fixed income and income-producing investments to prioritize income and the conservation of capital, thereby reducing risk as investors near retirement. Managed by Capital Research and Management Company, the fund seeks to balance total return and stability, providing a seamless investment journey for long-term retirement savers. With over 2,500 holdings, low minimum initial investment, and annual rebalancing, it serves as a comprehensive, all-in-one retirement savings vehicle for participants in defined contribution retirement plans.
Fund Family Capital Group
Category Target-Date 2065+
Performance Rating Below Average
Risk Rating Low
Stock Exchange Nasdaq
Ticker Symbol RBEOX
Share Class Class R-2e
Index S&P Target Date 2065+ TR
RBEOX had a total return of 12.90% in the past year, including dividends. Since the fund's
inception, the average annual return has been 14.80%.
