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American Funds 2055 Target Date Retirement Fund® Class R-5E

American Funds 2055 Target Date Retirement Fund® Class R-5E

RHJTX · NMFQS
RHJTX · NMFQS
29.19
USD0.080.27%
American Funds 2055 Target Date Retirement Fund® Class R-5E
RHJTX
29.19
USD0.080.27%

Sector weight

Sector
Equity %
Category Average
Technology
23.00%
24.24%
Industrials
14.09%
11.62%
Healthcare
13.83%
9.48%
Financial Services
13.68%
17.48%
Consumer Cyclical
11.34%
10.53%
Communication Services
8.38%
8.10%
Consumer Defensive
6.30%
5.56%
Basic Materials
3.35%
3.67%
Energy
2.82%
3.68%
Utilities
1.85%
2.52%
Government
1.85%
56.59%
Municipal
1.85%
0.26%
Corporate
1.85%
12.80%
Securitized
1.85%
9.04%
Cash and Equivalents
1.85%
18.54%
Derivative
1.85%
2.77%
Real Estate
1.36%
3.13%

World Regions

Region
Equity %
Category Average
North America
66.80%
67.44%
Europe Developed
10.57%
11.65%
Asia Emerging
5.86%
4.88%
Japan
5.37%
4.97%
Asia Developed
4.17%
3.71%
United Kingdom
3.06%
3.79%
Australasia
1.60%
1.37%
Africa/Middle East
1.39%
1.07%
Latin America
0.92%
0.91%
Europe Emerging
0.25%
0.21%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
137.14K USD
118.02K USD
90.84K USD
Giant
36.18%
31.62%
35.41%
Large
29.67%
22.94%
27.28%
Medium
14.60%
13.54%
19.46%
Small
5.14%
4.75%
7.82%
Micro
0.89%
1.44%
1.94%

Valuation and Growth

Growth Rates
RHJTX.US
Category Average
Price/Prospective Earnings
20.72%
18.88%
Price/Cash Flow
13.00%
11.59%
Price/Book
3.55%
2.72%
Price/Sales
2.52%
2.01%
Dividend Yield
1.78%
2.07%
Valuation Rates
RHJTX.US
Category Average
Cash-Flow Growth
22.12%
9.51%
Sales Growth
10.17%
6.18%
Long-Term Earnings
9.79%
9.32%
Book-Value Growth
7.55%
5.88%
Historical Earnings
0.52%
7.98%

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