American Funds 2050 Target Date Retirement Fund (RBHEX) Research

As this fund approaches and moves beyond its target retirement year, it strategically shifts its asset allocation, dedicating a larger portion of its investments to fixed income, equity-income, and balanced funds. To achieve its financial objectives, the portfolio manager invests in a diverse selection of American Funds, employing distinct combinations and proportional weightings. These foundational American Funds encompass a wide array of classifications, including growth, growth-and-income, equity-income, balanced, and fixed income options. Each of these varied fund types is characterized by its own unique investment aims and methodologies.

Market snapshot

Symbol
RBHEX
Price
$25.33
Day change
+1.08%
Market cap
$43.4B
52-week range
21.55-25.36
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds 2035 Target Date Retirement Fund (AAFTX)
  • American Funds 2060 Target Date Retirement Fund (AANTX)
  • MFS International Diversification Fund (MDIJX)
  • T. Rowe Price Equity Index 500 Fund (PREIX)
  • T. Rowe Price Capital Appreciation Fund (PRWCX)
  • American Funds 2030 Target Date Retirement Fund (RFETX)
  • T. Rowe Price Mid-Cap Growth Fund (RRMGX)
  • Vanguard Health Care Fund Investor Shares (VGHCX)

Open American Funds 2050 Target Date Retirement Fund (RBHEX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.