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American Funds 2040 Target Date Retirement Fund® Class R-6 (RFGTX)

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21.39 +0.01    +0.05%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  American Funds
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 32.5B
American Funds 2040 Trgt Date Retire R6 21.39 +0.01 +0.05%

American Funds 2040 Target Date Retirement Fund® Class R-6 Overview

 
Find basic information about the American Funds 2040 Target Date Retirement Fund® Class R-6 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add RFGTX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US02630T3573)
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Rating
1-Year Change18.71%
Prev. Close21.38
Risk Rating
TTM Yield1.54%
ROE25.24%
IssuerAmerican Funds
Turnover3%
ROA10.04%
Inception Date40021
Total Assets32.5B
Expenses0.01%
Min. Investment250
Market Cap140.14B
CategoryTarget - Date 2040
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1138 1025 1295 1132 1651 2430
Fund Return 13.83% 2.52% 29.52% 4.22% 10.55% 9.29%
Place in category 10 2 15 20 2 1
% in Category 3 1 7 8 1 1

Top Bond Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds 2030 Trgt Date RetR6 34.91B 10.48 3.10 7.63
  American Funds 2035 Trgt Date RetR6 34.91B 12.12 3.57 8.69
  American Funds Bond Fund of Amer F2 30.84B 1.92 -2.13 1.89
  American Funds 2045 Trgt Date RetR6 27.7B 14.21 4.28 9.47
  American Funds Bond Fund of Amer A 26.13B 1.70 -2.38 1.63

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 104.96B 12.04 3.62 8.14
  The Vanguard Target Retire 2040 Tr2 104.96B 12.03 3.61 8.13
  Vanguard Target Retire Trust Plus40 104.96B 12.05 3.63 8.15
  Vanguard Target Retirement 2040 Inv 91.1B 12.06 3.59 8.06
  Fidelity Freedom Index 2040 Instl 13.95B 12.78 3.65 -

Top Holdings

Name ISIN Weight % Last Change %
American Funds American Balanced R6 - 7.99 - -
American Funds Fundamental Invs R6 - 7.08 - -
American Funds Growth Fund of Amer R6 - 7.07 - -
American Funds American Mutual R6 - 7.03 - -
American Funds Capital World Gr&Inc R6 - 7.01 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Neutral Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Sell Strong Buy Strong Buy
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