Fund Details

My Accounts

Returns LEARN ABOUT THE SYSTEM BEHIND OUR RESULTS

Internal Prompt

Volatility & Return

VIEW LARGER CHART

Read important investment disclosures

Equities

For Class R-2 Shares, this chart tracks the 10-year standard deviation

and 10-year annualized return of the equity funds

RBETX

S&P Target Date 2030 Index

Other AF Funds

Standard Deviation as of 05/31/2023 (updated monthly) . Annualized return as of 05/31/2023 (updated monthly) .

VIEW LARGER CHART

Internal Prompt

Yield

	12-month
	Distribution Rates	30-day SEC Yield
Fund at NAV	0.91%	0.53%
Fund at MOP	N/A	N/A

As of 4/30/2023 (updated monthly)

Valuation

	Price/	Price/	Price/
	Book	Cash Flow	Earnings
Fund	2.72	9.29	15.82
S&P Target Date 2030 Index	--	--	--

Fund as of 3/31/23. Index as of --.

Target Date Solutions Committee

Years of Experience with Fund

Years of Experience with Capital Group

Years of Experience with Investment Industry

Michelle J. Black 28 21 3

David A. Hoag 35 31 3

Samir Mathur 30 10 3

Wesley K. Phoa 29 24 11

Jessica C. Spaly 26 19 1

Bradley J. Vogt 35 35 11

Shannon Ward 31 6 2

Michelle J. Black	3	21	28
David A. Hoag	3	31	35
Samir Mathur	3	10	30
Wesley K. Phoa	11	24	29
Jessica C. Spaly	1	19	26
Bradley J. Vogt	11	35
Shannon Ward	2	6	31

A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry.

Ratings & Risk

Morningstar Rating ^TM

Overall Morningstar Rating^TM Funds rated(189)
3-yr. Morningstar Rating^TM (189 funds rated)
5-yr. Morningstar Rating^TM (169 funds rated)
10-yr. Morningstar Rating^TM (96 funds rated)
Overall Morningstar Risk	Below Average HIGH LOW
Category	Target-Date 2030

ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS

Ratings are based on risk-adjusted returns as of 5/31/2023 (updated monthly).

Risk Measures

		Fund
Standard Deviation		10.22
Sharpe Ratio		0.56
For the 10 Years ending 5/31/23 (updated monthly).
American Funds Benchmark		Morningstar Benchmark
S&P Target Date 2030 Index		Morningstar Mod Tgt Risk TR USD
R-squared	98	97
Beta	0.98	1.06
Capture Ratio (Downside/Upside)	101/101	109/112
American Funds Benchmark for the 10 Years ending 3/31/23 (updated quarterly). Morningstar Benchmark for the 10 Years ending 5/31/23 (updated monthly).

Quality Summary

Read important investment disclosures

U.S. Treasuries/Agencies

13.8%

AAA/Aaa

11.0%

AA/Aa

1.6%

2.9%

BBB/Baa

3.4%

BB/Ba

1.3%

0.5%

CCC & Below

0.2%

Unrated

0.5%

Cash & equivalents

6.3%

% of net assets as of 3/31/2023 (updated quarterly)

Average Life Breakdown

0-4.9 Years

16.9%

5-9.9 Years

13.5%

10-19.9 Years

2.1%

20-29.9 Years

2.6%

30+ Years

0.1%

% of net assets as of 3/31/2023 (updated quarterly)

Holdings

Geographic Breakdown

Regions

United States

73.1%

Europe

11.0%

Asia & Pacific Basin

5.8%

Other (Including Canada & Latin America)

3.9%

Cash & equivalents

6.2%

% of net assets as of 3/31/2023 (updated quarterly)

Prices & Distributions

Internal Prompt

Historical Prices Month-End
Historical Prices Year-End

FIND HISTORICAL PRICES

Historical Prices Month-End

2023

FIND HISTORICAL PRICES

Historical Prices Year-End

Internal Prompt

Historical Distributions as of 01/26/23

Historical Distributions as of 01/26/23

2022

Record Date	Calculated Date	Pay Date	Income Dividend Regular	Income Dividend Special	Cap. Gains Long-Term	Cap. Gains Short-Term	Reinvest NAV
12/23/22	12/23/22	12/27/22	$0.1395	$0.00	$0.379	$0.00	$14.22
		2022 Year-to-Date:	Dividends Subtotal: $0.1395		Cap Gains Subtotal: $0.379
			Total Distributions: $0.5185

Rate	As of Date
0.00000000	12/27/2022
0.00000000	12/28/2022
0.00000000	12/29/2022
0.00000000	12/30/2022
0.00000000	01/03/2023
0.00000000	01/04/2023
0.00000000	01/05/2023
0.00000000	01/06/2023
0.00000000	01/09/2023
0.00000000	01/10/2023
0.00000000	01/11/2023
0.00000000	01/12/2023
0.00000000	01/13/2023
0.00000000	01/17/2023
0.00000000	01/18/2023
0.00000000	01/19/2023
0.00000000	01/20/2023
0.00000000	01/23/2023
0.00000000	01/24/2023
0.00000000	01/25/2023
0.00000000	01/26/2023
0.00000000	01/27/2023
0.00000000	01/30/2023
0.00000000	01/31/2023
0.00000000	02/01/2023
0.00000000	02/02/2023
0.00000000	02/03/2023
0.00000000	02/06/2023
0.00000000	02/07/2023
0.00000000	02/08/2023
0.00000000	02/09/2023
0.00000000	02/10/2023
0.00000000	02/13/2023
0.00000000	02/14/2023
0.00000000	02/15/2023
0.00000000	02/16/2023
0.00000000	02/17/2023
0.00000000	02/21/2023
0.00000000	02/22/2023
0.00000000	02/23/2023
0.00000000	02/24/2023
0.00000000	02/27/2023
0.00000000	02/28/2023
0.00000000	03/01/2023
0.00000000	03/02/2023
0.00000000	03/03/2023
0.00000000	03/06/2023
0.00000000	03/07/2023
0.00000000	03/08/2023
0.00000000	03/09/2023
0.00000000	03/10/2023
0.00000000	03/13/2023
0.00000000	03/14/2023
0.00000000	03/15/2023
0.00000000	03/16/2023
0.00000000	03/17/2023
0.00000000	03/20/2023
0.00000000	03/21/2023
0.00000000	03/22/2023
0.00000000	03/23/2023
0.00000000	03/24/2023
0.00000000	03/27/2023
0.00000000	03/28/2023
0.00000000	03/29/2023
0.00000000	03/30/2023
0.00000000	03/31/2023
0.00000000	04/03/2023
0.00000000	04/04/2023
0.00000000	04/05/2023
0.00000000	04/06/2023
0.00000000	04/10/2023
0.00000000	04/11/2023
0.00000000	04/12/2023
0.00000000	04/13/2023
0.00000000	04/14/2023
0.00000000	04/17/2023
0.00000000	04/18/2023
0.00000000	04/19/2023
0.00000000	04/20/2023
0.00000000	04/21/2023
0.00000000	04/24/2023
0.00000000	04/25/2023
0.00000000	04/26/2023
0.00000000	04/27/2023
0.00000000	04/28/2023
0.00000000	05/01/2023
0.00000000	05/02/2023
0.00000000	05/03/2023
0.00000000	05/04/2023
0.00000000	05/05/2023
0.00000000	05/08/2023
0.00000000	05/09/2023
0.00000000	05/10/2023
0.00000000	05/11/2023
0.00000000	05/12/2023
0.00000000	05/15/2023
0.00000000	05/16/2023
0.00000000	05/17/2023
0.00000000	05/18/2023
0.00000000	05/19/2023
0.00000000	05/22/2023
0.00000000	05/23/2023
0.00000000	05/24/2023
0.00000000	05/25/2023
0.00000000	05/26/2023
0.00000000	05/30/2023
0.00000000	05/31/2023
0.00000000	06/01/2023
0.00000000	06/02/2023
0.00000000	06/05/2023
0.00000000	06/06/2023

FIND HISTORICAL DISTRIBUTIONS

Rate		As of-Date
0.00000000		12/27/2022
0.00000000		12/28/2022
0.00000000		12/29/2022
0.00000000		12/30/2022
0.00000000		01/03/2023
0.00000000		01/04/2023
0.00000000		01/05/2023
0.00000000		01/06/2023
0.00000000		01/09/2023
0.00000000		01/10/2023
0.00000000		01/11/2023
0.00000000		01/12/2023
0.00000000		01/13/2023
0.00000000		01/17/2023
0.00000000		01/18/2023
0.00000000		01/19/2023
0.00000000		01/20/2023
0.00000000		01/23/2023
0.00000000		01/24/2023
0.00000000		01/25/2023
0.00000000		01/26/2023
0.00000000		01/27/2023
0.00000000		01/30/2023
0.00000000		01/31/2023
0.00000000		02/01/2023
0.00000000		02/02/2023
0.00000000		02/03/2023
0.00000000		02/06/2023
0.00000000		02/07/2023
0.00000000		02/08/2023
0.00000000		02/09/2023
0.00000000		02/10/2023
0.00000000		02/13/2023
0.00000000		02/14/2023
0.00000000		02/15/2023
0.00000000		02/16/2023
0.00000000		02/17/2023
0.00000000		02/21/2023
0.00000000		02/22/2023
0.00000000		02/23/2023
0.00000000		02/24/2023
0.00000000		02/27/2023
0.00000000		02/28/2023
0.00000000		03/01/2023
0.00000000		03/02/2023
0.00000000		03/03/2023
0.00000000		03/06/2023
0.00000000		03/07/2023
0.00000000		03/08/2023
0.00000000		03/09/2023
0.00000000		03/10/2023
0.00000000		03/13/2023
0.00000000		03/14/2023
0.00000000		03/15/2023
0.00000000		03/16/2023
0.00000000		03/17/2023
0.00000000		03/20/2023
0.00000000		03/21/2023
0.00000000		03/22/2023
0.00000000		03/23/2023
0.00000000		03/24/2023
0.00000000		03/27/2023
0.00000000		03/28/2023
0.00000000		03/29/2023
0.00000000		03/30/2023
0.00000000		03/31/2023
0.00000000		04/03/2023
0.00000000		04/04/2023
0.00000000		04/05/2023
0.00000000		04/06/2023
0.00000000		04/10/2023
0.00000000		04/11/2023
0.00000000		04/12/2023
0.00000000		04/13/2023
0.00000000		04/14/2023
0.00000000		04/17/2023
0.00000000		04/18/2023
0.00000000		04/19/2023
0.00000000		04/20/2023
0.00000000		04/21/2023
0.00000000		04/24/2023
0.00000000		04/25/2023
0.00000000		04/26/2023
0.00000000		04/27/2023
0.00000000		04/28/2023
0.00000000		05/01/2023
0.00000000		05/02/2023
0.00000000		05/03/2023
0.00000000		05/04/2023
0.00000000		05/05/2023
0.00000000		05/08/2023
0.00000000		05/09/2023
0.00000000		05/10/2023
0.00000000		05/11/2023
0.00000000		05/12/2023
0.00000000		05/15/2023
0.00000000		05/16/2023
0.00000000		05/17/2023
0.00000000		05/18/2023
0.00000000		05/19/2023
0.00000000		05/22/2023
0.00000000		05/23/2023
0.00000000		05/24/2023
0.00000000		05/25/2023
0.00000000		05/26/2023
0.00000000		05/30/2023
0.00000000		05/31/2023
0.00000000		06/01/2023
0.00000000		06/02/2023
0.00000000		06/05/2023
0.00000000		06/06/2023

Fees & Expenses

Internal Prompt

Fees


Annual Management Fees	0.00%
Other Expenses	0.37%
Acquired (Underlying) Fund Fees and Expenses	0.32%
Service 12b-1	0.75%

As of each fund's most recent prospectus.

Internal Prompt

Expense Ratio

RBETX	1.44%
Lipper Mixed-Asset Target 2030 Funds Average	--%

Fund as of most recent prospectus. Lipper Category as of -- (updated quarterly).

Resources

	Growth	19.4%
	AMCAP Fund ®	6%
	American Funds Global Insight Fund ^SM	3.5%
	The Growth Fund of America ®	4.8%
	New Perspective Fund ®	2.4%
	SMALLCAP World Fund ®	2.7%
	Growth-and-Income	28.6%
	American Mutual Fund ®	6.9%
	Capital World Growth and Income Fund ®	7%
	Fundamental Investors ®	4.2%
	International Growth and Income Fund ^SM	2.1%
	The Investment Company of America ®	3.5%
	Washington Mutual Investors Fund ^SM	4.9%
	Equity-Income/Balanced	20.6%
	Capital Income Builder ®	3.9%
	The Income Fund of America ®	3.9%
	American Balanced Fund ®	7.9%
	American Funds Global Balanced Fund ^SM	4.9%
	Bond	31.4%
	American Funds Inflation Linked Bond Fund ®	5.6%
	American Funds Mortgage Fund ®	4.9%
	American Funds Multi-Sector Income Fund ^SM	2.9%
	American Funds Strategic Bond Fund ^SM	2%
	The Bond Fund of America ®	4.8%
	Capital World Bond Fund ®	2%
	Intermediate Bond Fund of America ®	4.3%
	U.S. Government Securities Fund ®	4.9%

	Growth	19%
	Growth and Income	29%
	Equity Income/Balanced	21%
	Bond	32%

	U.S. Equities41.7%		Non-U.S. Equities16.7%
	U.S. Bonds32.0%		Non-U.S. Bonds4.1%
	Cash & Equivalents 5.5%

	U.S. Equities41.7%
	Non-U.S. Equities16.7%
	U.S. Bonds32.0%
	Non-U.S. Bonds4.1%
	Cash & Equivalents 5.5%

Fund Inception	2/01/2007
Fund Assets (millions) As of 4/30/2023	$40,238.2
Shareholder Accounts Shareholder accounts are as of 4/30/2023	28,612
Regular Dividends Paid	Dec

Minimum Initial Investment	$0
Capital Gains Paid	Dec
Portfolio Turnover (2022)	9%
Fiscal Year-End	Oct
Prospectus Date	01/01/2023
CUSIP	02630T 68 8
Fund Number	2265

	Information technology 10.3%
	Health care 9.7%
	Industrials 7.5%
	Financials 7.3%
	Consumer discretionary 6.0%
	Consumer staples 5.0%
	Communication services 3.8%
	Energy 3.1%
	Materials 2.6%
	Utilities 1.9%
	Real estate 1.3%

ACCOUNT INFORMATION

Select your location

INVESTMENT OPTIONS

MUTUAL FUND RESOURCES

RETIREMENT

MORE OFFERINGS

OUR APPROACH

LIFE MOMENTS

TOOLS & CALCULATORS

TOPICS

MANAGING YOUR ACCOUNT

OTHER RESOURCES

CAPITAL IDEAS

Investment Fund

American Funds 2030 Target Date Retirement Fund ® (RBETX)

Summary

Underlying Funds

Current Allocation

Asset Mix

Fund Statistics

Market Capitalization

Growth of 10K

High & Low Prices

Growth of 10K

High & Low Prices

Returns at NAV

Returns with Sales Charge

Returns at NAV

Returns with Sales Charge

Description

Fund Facts

Returns LEARN ABOUT THE SYSTEM BEHIND OUR RESULTS

Month-End Returns as of 5/31/23

Quarter-End Returns as of 3/31/23

Month-End Returns as of 5/31/23

Quarter-End Returns as of 3/31/23

Volatility & Return

Yield

Valuation

Target Date Solutions Committee

Ratings & Risk

Morningstar Rating TM

Risk Measures

Quality Summary

Average Life Breakdown

Holdings

Equities Breakdown

Geographic Breakdown

Prices & Distributions

Historical Prices Month-End

Historical Prices Year-End

Historical Prices Month-End

Historical Prices Year-End

Historical Distributions as of 01/26/23

Historical Distributions as of 01/26/23

Fees & Expenses

Fees

Expense Ratio

Resources

Prospectuses & Reports for RBETX

About Our Funds

Morningstar Rating ^TM