American Funds 2035 Target Date Retirement FundRBEFX
Type
Mutual fund
Peer group
Target-date
Net assets
$55.9B
Expense ratio
1.13%
1-year return
+12.0%
3 years, a year
+13.9%
5 years, a year
+6.5%
Holdings
24
What it aims to do.
Depending on the proximity to its target date, which we define as the year that corresponds roughly to the year in which the investor expects to retire, the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. In this way, the fund seeks to balance total return and stability over time.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| American Balanced Fund (Ambal) | 8.03% |
| American Mutual Fund (Amf) | 7.08% |
| Capital World Growth & Income Fund | 7.03% |
| Amcap Fund | 5.79% |
| Growth Fund Of America (The) | 5.38% |
| Fundamental Investors | 5.11% |
| Washington Mutual Investors Fund (Wmif) | 5.03% |
| American Funds Global Balanced Fund (Gbal) | 4.99% |
| American Funds Mortgage (Afmf) | 4.96% |
| U S Government Securities Fund (Gvt) | 4.96% |
More on RBEFX.
- RBEFX overview
- RBEFX holdings
- RBEFX risk
- RBEFX costs
- RBEFX money in and out
- RBEFX share classes
- Compare RBEFX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.