Finny logo
Finny logo
Dibs:
Dibs:
0

7-day free trial: Get unlimited comparisons, and stock, ETF and mutual fund analyses for just $14.95 a month, without ads. Start a free trial. Go ad free!

15 important things you should know about American Funds RBEAX mutual fund

Updated: September 18, 2020
33
Bull Case
  • 5-year return above the benchmark
  • 10-year return above the benchmark
Bear Case
  • Low net assets
  • 3-year return below the benchmark
  • High expense ratio
  • Sales load and/or distribution fees

Before we start: if you’re looking for RBEAX “stock” price, you can quickly find it out by visiting Finny and typing "RBEAX quote". If you’re looking for a quick scoop on RBEAX "stock" (price chart, key stats, buy or sell analysis and holdings), go to Finny and look for "RBEAX". You’ll get all this info in one place.

Are you looking to buy or sell RBEAX? Or perhaps you’re looking for RBEAX fact sheet, and learn about its alternatives? If so, you came to the right place.

In this RBEAX mutual fund review, we’ll address key questions our readers have been asking us about this fund, above and beyond what you can find in its prospectus, and on Morningstar or Yahoo Finance.

Here is what you’ll be able to find in this review:

  • Fact Sheet: RBEAX performance, returns, expense ratio, holdings and dividend yield;
  • Analysis: RBEAX buy or sell; the pros and cons of investing in RBEAX mutual fund;
  • Alternatives: other ETFs and mutual funds you should consider as alternatives to RBEAX.

And here is the list of questions we’ll answer:

  1. Describe American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class R-2E Shs (RBEAX).
  2. What are RBEAX holdings?
  3. What is RBEAX performance? What are RBEAX historical returns?
  4. How many up and down years did RBEAX have historically?
  5. What is RBEAX dividend yield?
  6. What is RBEAX minimum initial investment amount?
  7. What is RBEAX expense ratio?
  8. Does RBEAX have any sales loads or 12b-1 distribution expenses?
  9. What is RBEAX tax efficiency (tax-cost ratio)?
  10. What is RBEAX beta? How would you assess RBEAX risk?
  11. What is RBEAX Sharpe ratio?
  12. What is RBEAX Finny Score? RBEAX buy or sell?
  13. What are the pros of investing in RBEAX? What are RBEAX buy reasons?
  14. What are the cons of investing in RBEAX? What are RBEAX sell reasons?

So let’s start. Scroll down to the question that interests you the most.

Fact Sheet

1. Describe American Funds Target Date Retirement Series: American Funds 2010 Target Date Retirement Fund; Class R-2E Shs (RBEAX).

The Fund seeks to provide for investors that plan to retire in 2010. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. Each Fund will attempt to achieve its investment objectives by investing in a mix of American Funds.

2. What are RBEAX top holdings?

RBEAX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 79.09% of total assets. Here are the top holdings:

Name Symbol % Assets
American Funds Interm Bd Fd of Amer R6 RBOGX 14.15%
American Funds Capital Income Bldr R6 RIRGX 12.22%
American Funds Income Fund of Amer R6 RIDGX 12.20%
American Funds Bond Fund of Amer R6 RBFGX 8.07%
American Funds Inflation Linked Bd R6 RILFX 6.75%
American Funds Mortgage R6 RMAGX 6.02%
American Funds ST Bd Fd of Amer R6 RMMGX 5.23%
American Funds American Mutual R6 RMFGX 4.97%
American Funds American High-Inc R6 RITGX 4.78%
American Funds Capital World Bond R6 RCWGX 4.70%

3. What is RBEAX performance? What are RBEAX historical returns?

RBEAX has generated the following returns:

  • 1-month return is 0.62%;
  • 3-month return is 3.35%;
  • 1-year return is 7.07%;
  • 3-year return is 5.10%;
  • 5-year return is 6.07%;
  • 10-year return is 6.34%.

4. How many up and down years did RBEAX have historically?

In the last 10 years, RBEAX had 8 up years and 2 down years. See Performances

5. What is RBEAX dividend yield?

RBEAX yield is 1.66%.

6. What is RBEAX minimum initial investment amount?

RBEAX minimum initial investment amount is N/A.

7. What is RBEAX expense ratio?

RBEAX expense ratio is 1.12%. The expense ratio of a fund is the total percentage of fund assets used for administrative, management, and all other expenses. See Expenses

8. Does RBEAX have any sales loads or 12b-1 distribution expenses?

RBEAX 12b-1 distribution fee is 0.6. RBEAX front-end sales load is 0. RBEAX back-end sales load is 0.

9. What is RBEAX tax efficiency (tax-cost ratio)?

  • 1-year ax cost ratio is 0.85%;
  • 3-year ax cost ratio is 0.79%.

See Taxes

10. What is RBEAX beta? How would you assess RBEAX risk?

  • 3-year beta is 0.63;
  • 5-year beta is 0.65;
  • 10-year beta is 0.68.

See Risks

11. What is RBEAX Sharpe ratio?

  • 3-year Sharpe ratio is 0.43;
  • 5-year Sharpe ratio is 0.58;
  • 10-year Sharpe ratio is 0.98.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 33. Our quantitative analysis shows 2 reasons to buy and 4 reasons to sell it, resulting in the Finny Score of 33.

13. What are the pros of investing in RBEAX? What are RBEAX buy reasons?

The following are RBEAX strengths from our perspective:

  • <strong>RBEAX 5-year return</strong> is 6.07%, which is in line with the 5-year return of the benchmark index (S&P Target Date Through 2010 TR), 6.71%.
  • <strong>RBEAX 10-year return</strong> is 6.34%, which is in line with the 10-year return of the benchmark index (S&P Target Date Through 2010 TR), 6.87%.

14. What are the cons of investing in RBEAX? What are RBEAX negatives?

The following are RBEAX weaknesses from our perspective:

  • <strong>RBEAX net assets</strong> are $57.80 million. This fund is not a popular choice with retail investors.
  • <strong>RBEAX 3-year return</strong> is 5.1%, which is lower than the 3-year return of the benchmark index (S&P Target Date Through 2010 TR), 6.21%.
  • <strong>RBEAX expense ratio</strong> is 1.12%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  • Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 0.6%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.
In the RBEAX review, we covered RBEAX key stats (return, performance, yield, expense ratio, and holdings), buy and sell analysis, and alternative investments. If this review was helpful to you, feel free to check out other mutual fund and ETF reviews.
Follow Us