Breaking News
Subscribe Now 0
🤯 Have you seen our AI stock pickers’ 2024 results? 84.62%! Grab November’s list now. Pick Stocks with AI
Close

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

Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

Add to/Remove from a Portfolio Add to Watchlist
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
21.19 +0.04    +0.19%
01/11 - Closed. Currency in USD
  • Morningstar Rating:
  • Total Assets: 32.26B
Type:  Fund
Market:  United States
Issuer:  American Funds
Asset Class:  Bond
American Funds 2040 Trgt Date Retire R6 21.19 +0.04 +0.19%

RFGTX 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.
Loading
Last Update:
  • 1 Day
  • 1 Week
  • 1 Month
  • 3 Months
  • 6 Months
  • 1 Year
  • 5 years
  • Max
Rating
1-Year Change22.82%
Prev. Close21.15
Risk Rating
TTM Yield1.51%
ROE25.24%
IssuerAmerican Funds
Turnover3%
ROA10.04%
Inception Date40021
Total Assets32.26B
Expenses0.01%
Min. Investment250
Market Cap140.14B
CategoryTarget - Date 2040
What is your sentiment on American Funds 2040 Trgt Date Retire R6?
or
Market is currently closed. Voting is open during market hours.

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


Performance

Create Alert
Add to Watchlist
Add to/Remove from a Portfolio  
Add to Watchlist
Add Position

Position added successfully to:

Please name your holdings portfolio
 
Create Alert
New!
Create Alert
Website
  • As an alert notification
  • To use this feature, make sure you are signed-in to your account
Mobile App
  • To use this feature, make sure you are signed-in to your account
  • Make sure you are signed-in with the same user profile

Condition

Frequency

Once
%

Frequency

Frequency

Delivery Method

Status

YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1158 1063 1289 1209 1716 2516
Fund Return 15.82% 6.27% 28.87% 6.55% 11.41% 9.67%
Place in category 30 78 20 21 5 1
% in Category 12 41 8 8 5 1

Top Bond Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds 2030 Trgt Date RetR6 34.82B 12.58 5.03 8.01
  American Funds 2035 Trgt Date RetR6 34.6B 14.16 5.75 9.06
  American Funds Bond Fund of Amer F2 30.84B 4.68 -1.19 2.25
  American Funds 2045 Trgt Date RetR6 27.36B 16.31 6.69 9.86
  American Funds Bond Fund of Amer A 26.17B 4.47 -1.44 2.00

Top Funds for Target-Date 2040 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2040 Tr1 104.99B 14.62 5.81 8.57
  The Vanguard Target Retire 2040 Tr2 104.99B 14.60 5.80 8.56
  Vanguard Target Retire Trust Plus40 104.99B 14.63 5.82 8.59
  Vanguard Target Retirement 2040 Inv 93.11B 14.61 5.75 8.49
  Fidelity Freedom Index 2040 Instl 13.95B 15.62 6.13 -

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 Sell Buy Buy
Technical Indicators Strong Sell Strong Buy Strong Buy
Summary Strong Sell Strong Buy Strong Buy
Comment Guidelines

We encourage you to use comments to engage with users, share your perspective and ask questions of authors and each other. However, in order to maintain the high level of discourse we’ve all come to value and expect, please keep the following criteria in mind: 

  • Enrich the conversation
  • Stay focused and on track. Only post material that’s relevant to the topic being discussed.
  • Be respectful. Even negative opinions can be framed positively and diplomatically.
  •  Use standard writing style. Include punctuation and upper and lower cases.
  • NOTE: Spam and/or promotional messages and links within a comment will be removed
  • Avoid profanity, slander or personal attacks directed at an author or another user.
  • Don’t Monopolize the Conversation. We appreciate passion and conviction, but we also believe strongly in giving everyone a chance to air their thoughts. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. If we receive complaints about individuals who take over a thread or forum, we reserve the right to ban them from the site, without recourse.
  • Only English comments will be allowed.

Perpetrators of spam or abuse will be deleted from the site and prohibited from future registration at Investing.com’s discretion.

RFGTX Comments

Write your thoughts about American Funds 2040 Target Date Retirement Fund® Class R-6
 
Are you sure you want to delete this chart?
 
Post
Post also to:
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Thanks for your comment. Please note that all comments are pending until approved by our moderators. It may therefore take some time before it appears on our website.
 
Are you sure you want to delete this chart?
 
Post
 
Replace the attached chart with a new chart ?
1000
Your ability to comment is currently suspended due to negative user reports. Your status will be reviewed by our moderators.
Please wait a minute before you try to comment again.
Add Chart to Comment
Confirm Block

Are you sure you want to block %USER_NAME%?

By doing so, you and %USER_NAME% will not be able to see any of each other's Investing.com's posts.

%USER_NAME% was successfully added to your Block List

Since you’ve just unblocked this person, you must wait 48 hours before renewing the block.

Report this comment

I feel that this comment is:

Comment flagged

Thank You!

Your report has been sent to our moderators for review
Continue with Apple
Continue with Google
or
Sign up with Email