American Funds 2055 Target Date Retirement Fund® Class R-5E (RHJTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
28.99
-0.13 (-0.45%)
Jul 31, 2025, 4:00 PM EDT
-0.45%
Fund Assets27.13B
Expense Ratio0.53%
Min. Investment$250
Turnover5.00%
Dividend (ttm)0.89
Dividend Yield3.05%
Dividend Growth58.21%
Payout FrequencyAnnual
Ex-Dividend DateDec 26, 2024
Previous Close29.12
YTD Return11.46%
1-Year Return17.03%
5-Year Return70.02%
52-Week Low23.18
52-Week High29.35
Beta (5Y)n/a
Holdings20
Inception DateNov 20, 2015

About RHJTX

The American Funds 2055 Target Date Retirement Fund Class R-5E is a diversified mutual fund designed to help investors prepare for retirement around the year 2055. Managed by Capital Research and Management Company, the fund employs a dynamic asset allocation strategy that gradually shifts from a focus on capital appreciation to an emphasis on income and capital preservation as the target retirement date approaches. Initially, the fund invests predominantly in growth-oriented equities, benefiting from exposure to both U.S. and international markets across sectors such as information technology, industrials, financials, and health care. Over time, the allocation transitions toward fixed income and equity-income assets, aiming to mitigate risk and provide stability for investors entering retirement. As part of the American Funds Target Date Retirement Series, this fund consolidates a broad range of underlying American Funds, offering built-in diversification and professional oversight. Its "glide path" is designed to address both asset accumulation before retirement and the need for ongoing growth and income afterward, managing risk throughout the investment horizon. The fund is suitable for investors seeking a hands-off, long-term solution that evolves in line with their changing retirement objectives, with portfolio rebalancing and adjustments handled by experienced managers.

Fund Family American Funds
Category Target-Date 2055
Stock Exchange NASDAQ
Ticker Symbol RHJTX
Share Class Class R-5e
Index S&P Target Date 2055 TR

Performance

RHJTX had a total return of 17.03% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.21%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
RFKTXClass R-60.38%
FCJTXClass F-30.38%
REKTXClass R-50.43%
FBJTXClass F-20.47%

Top 10 Holdings

76.81% of assets
NameSymbolWeight
American Funds Fundamental Investors® Class R-6RFNGX9.09%
American Funds New Perspective Fund® Class R-6RNPGX8.97%
American Funds SMALLCAP World Fund® Class R-6RLLGX8.91%
American Funds Capital World Growth and Income Fund® Class R-6RWIGX7.99%
American Funds Washington Mutual Investors Fund Class R-6RWMGX7.85%
American Funds New World Fund® Class R-6RNWGX7.80%
American Funds The Growth Fund of America® Class R-6RGAGX7.03%
American Funds AMCAP Fund® Class R-6RAFGX7.03%
American Funds American Balanced Fund® Class R-6RLBGX6.08%
American Funds Investment Company of America® Class R-6RICGX6.07%

Dividend History

Ex-DividendAmountPay Date
Dec 26, 2024$0.8871Dec 27, 2024
Dec 22, 2023$0.5607Dec 26, 2023
Dec 23, 2022$1.4037Dec 27, 2022
Dec 27, 2021$1.1329Dec 28, 2021
Dec 28, 2020$0.7368Dec 29, 2020
Dec 30, 2019$0.8281Dec 31, 2019
Full Dividend History