American Funds 2050 Target Date Retirement Fund

Frequently Asked Questions About RBHEX

What does RBHEX invest in?

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

What is the expense ratio of RBHEX?

American Funds 2050 Target Date Retirement Fund (RBHEX) charges an expense ratio of 1.16%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RBHEX?

American Funds 2050 Target Date Retirement Fund (RBHEX) manages $43.12B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is RBHEX actively managed or an index fund?

RBHEX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was RBHEX launched?

American Funds 2050 Target Date Retirement Fund (RBHEX) launched in August 2014 and is managed by Capital Group.

How has RBHEX performed?

RBHEX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.