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American Funds 2060 Trgt Date Retire R6 (RFUTX)

18.71 -0.03 (-0.16%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 18.74
  • YTD Return 16.60%
  • Expense Ratio 0.39%
  • Category Target-Date 2060+
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 14.43B
  • Beta (5Y Monthly) 1.23
  • Yield 1.21%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.23
  • Inception Date Mar 27, 2015

The fund normally invests a greater portion of its assets in fixed income, equity income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

American Funds

Fund Family

Target-Date 2060+

Fund Category

14.43B

Net Assets

2015-03-27

Inception Date

Performance Overview: RFUTX

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Trailing returns as of 10/22/2024. Category is Target-Date 2060+.

YTD Return

RFUTX
16.60%
Category
6.10%
?

1-Year Return

RFUTX
30.49%
Category
14.41%
?

3-Year Return

RFUTX
6.45%
Category
4.94%
?

5-Year Return

RFUTX
11.65%
Category
9.53%
?

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Holdings: RFUTX

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Top 10 Holdings (79.32% of Total Assets)

SymbolCompany% Assets
RNPGX
American Funds New Perspective R6 10.01%
RLLGX
American Funds SMALLCAP World R6 9.96%
RFNGX
American Funds Fundamental Invs R6 8.99%
RWIGX
American Funds Capital World Gr&Inc R6 8.27%
RWMGX
American Funds Washington Mutual R6 8.01%
RNWGX
American Funds New World R6 7.12%
RGAGX
American Funds Growth Fund of Amer R6 7.04%
RICGX
American Funds Invmt Co of Amer R6 7.00%
RAFGX
American Funds AMCAP R6 6.95%
RLBGX
American Funds American Balanced R6 5.99%

Sector Weightings

Recent News: RFUTX

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Research Reports: RFUTX

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