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

Updated: September 19, 2020
50
Bull Case
  • 3-year return above the benchmark
  • 5-year return above the benchmark
  • 10-year return above the benchmark
Bear Case
  • Low net assets
  • High expense ratio
  • Sales load and/or distribution fees

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

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

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

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

  1. Describe American Funds Target Date Retirement Series: American Funds 2030 Target Date Retirement Fund; Class R-2E Shs (RBEEX).
  2. What are RBEEX holdings?
  3. What is RBEEX performance? What are RBEEX historical returns?
  4. How many up and down years did RBEEX have historically?
  5. What is RBEEX dividend yield?
  6. What is RBEEX minimum initial investment amount?
  7. What is RBEEX expense ratio?
  8. Does RBEEX have any sales loads or 12b-1 distribution expenses?
  9. What is RBEEX tax efficiency (tax-cost ratio)?
  10. What is RBEEX beta? How would you assess RBEEX risk?
  11. What is RBEEX Sharpe ratio?
  12. What is RBEEX Finny Score? RBEEX buy or sell?
  13. What are the pros of investing in RBEEX? What are RBEEX buy reasons?
  14. What are the cons of investing in RBEEX? What are RBEEX 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 2030 Target Date Retirement Fund; Class R-2E Shs (RBEEX).

The Fund seeks to provide for investors that plan to retire in 2030. 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 RBEEX top holdings?

RBEEX has 0 stock holdings and 0 bond holdings.

The top 10 holdings represent 60.89% of total assets. Here are the top holdings:

Name Symbol % Assets
American Funds Washington Mutual R6 RWMGX 7.92%
American Funds Invmt Co of Amer R6 RICGX 7.01%
American Funds US Government Sec R6 RGVGX 6.89%
American Funds American Mutual R6 RMFGX 6.04%
American Funds Global Balanced R6 RGBGX 6.02%
American Funds American Balanced R6 RLBGX 6.01%
American Funds Fundamental Invs R6 RFNGX 5.98%
American Funds Capital World Gr&Inc R6 RWIGX 5.03%
American Funds New Perspective R6 RNPGX 5.03%
American Funds Mortgage R6 RMAGX 4.96%

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

RBEEX has generated the following returns:

  • 1-month return is 1.42%;
  • 3-month return is 6.01%;
  • 1-year return is 12.12%;
  • 3-year return is 7.90%;
  • 5-year return is 9.16%;
  • 10-year return is 9.59%.

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

In the last 10 years, RBEEX had 7 up years and 3 down years. See Performances

5. What is RBEEX dividend yield?

RBEEX yield is 0.97%.

6. What is RBEEX minimum initial investment amount?

RBEEX minimum initial investment amount is N/A.

7. What is RBEEX expense ratio?

RBEEX expense ratio is 1.15%. 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 RBEEX have any sales loads or 12b-1 distribution expenses?

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

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

  • 1-year ax cost ratio is 0.86%;
  • 3-year ax cost ratio is 0.79%.

See Taxes

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

  • 3-year beta is 1.05;
  • 5-year beta is 1.08;
  • 10-year beta is 1.18.

See Risks

11. What is RBEEX Sharpe ratio?

  • 3-year Sharpe ratio is 0.50;
  • 5-year Sharpe ratio is 0.58;
  • 10-year Sharpe ratio is 0.90.

See Risks

Analysis

12. What is Finny Score? buy or sell?

Finny Score is 50. Our quantitative analysis shows 3 reasons to buy and 3 reasons to sell it, resulting in the Finny Score of 50.

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

The following are RBEEX strengths from our perspective:

  • <strong>RBEEX 3-year return</strong> is 7.9%, which is higher than the 3-year return of the benchmark index (S&P Target Date Through 2030 TR), 7.11%.
  • <strong>RBEEX 5-year return</strong> is 9.16%, which is higher than the 5-year return of the benchmark index (S&P Target Date Through 2030 TR), 8.94%.
  • <strong>RBEEX 10-year return</strong> is 9.59%, which is higher than the 10-year return of the benchmark index (S&P Target Date Through 2030 TR), 9.3%.

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

The following are RBEEX weaknesses from our perspective:

  • <strong>RBEEX net assets</strong> are $347.60 million. This fund is not a popular choice with retail investors.
  • <strong>RBEEX expense ratio</strong> is 1.15%, 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 RBEEX review, we covered RBEEX 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.
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