American Funds 2055 Trgt Date Retire R-2 (RBMTX)

Fund Assets	28.52B
Expense Ratio	1.53%
Min. Investment	$250
Turnover	5.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 24, 2025

Previous Close	31.40
YTD Return	9.37%
1-Year Return	14.11%
5-Year Return	50.13%
52-Week Low	26.96
52-Week High	32.30
Beta (5Y)	0.83
Holdings	21
Inception Date	Feb 1, 2010

About RBMTX

The American Funds 2055 Target Date Retirement Fund R-2 is a target-date mutual fund developed for individuals planning to retire around the year 2055. Managed by Capital Research and Management Company, the fund's primary objective is to simplify retirement investing by providing a single investment vehicle that automatically adjusts its asset allocation over time. Early in its lifecycle, the fund emphasizes capital growth by investing heavily in equities; as the target retirement date approaches, the fund gradually shifts toward a more conservative mix with increasing allocations to fixed income and equity-income assets. This "glide path" is designed to balance growth potential with capital preservation and income needs as retirement nears and continues past the target date. The fund is broadly diversified, typically holding thousands of underlying securities across sectors such as information technology, industrials, financials, health care, and consumer discretionary. With a low portfolio turnover and disciplined rebalancing by its management team, it offers a hands-off approach to long-term retirement planning for participants in employer-sponsored retirement plans, adapting its risk profile to match the evolving needs of investors over several decades.

• Fund Family: Capital Group
• Category: Target-Date 2055
• Performance Rating: Below Average
• Risk Rating: Low
• Stock Exchange: Nasdaq
• Ticker Symbol: RBMTX
• Share Class: Class R-2
• Index: S&P Target Date 2055 TR

Performance

RBMTX had a total return of 14.11% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.61%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

Symbol	Share Class	Expense Ratio
FCJTX	Class F-3	0.38%
RFKTX	Class R-6	0.38%
REKTX	Class R-5	0.43%
FBJTX	Class F-2	0.46%

Top 10 Holdings

76.77% of assets

Name	Symbol	Weight
American Funds New Perspective R-6	RNPGX	9.02%
American Funds Fundamental Invs R-6	RFNGX	8.73%
American Funds SMALLCAP World R-6	RLLGX	8.72%
American Funds Washington Mutual R-6	RWMGX	8.04%
American Funds Cptl Wld Gr&Inc R-6	RWIGX	8.01%
American Funds New World R-6	RNWGX	7.76%
American Funds Growth Fd of Amer R-6	RGAGX	7.36%
American Funds AMCAP R-6	RAFGX	6.93%
American Funds American Mutual R-6	RMFGX	6.52%
American Funds Invmt Co of Amer R-6	RICGX	5.68%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 24, 2025	$1.5254	Dec 26, 2025
Dec 26, 2024	$0.6532	Dec 27, 2024
Dec 22, 2023	$0.3681	Dec 26, 2023
Dec 23, 2022	$1.2513	Dec 27, 2022
Dec 27, 2021	$0.9184	Dec 28, 2021
Dec 28, 2020	$0.5517	Dec 29, 2020

Data Sources: Tiingo, Twelve Data, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Oct 15, 2026

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