RAKTX Mutual Fund
RAKTX Mutual Fund
RAKTX Mutual Fund
American Funds 2040 Target Date Retirement Fund CLASS R1
RAKTX Mutual Fund Overview
RAKTX Mutual Fund (American Funds 2040 Target Date Retirement Fund CLASS R1) is managed by American Funds with $21.2M in net assets. RAKTX expense ratio is 1.45%, holding 26 positions across various sectors. Inception date: 2007-02-01.
RAKTX performance shows a YTD return of 6.85%. The 1-year return is 15.23% and the 5-year return is 7.70%. RAKTX dividend yield stands at 4.94%, paid annually.
RAKTX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Mutual Fund Class R-6 (7.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (7.0%), American Funds Fundamental Investors (6.8%), Growth Fund Of America (the) R6 (gfa Cl R6) (6.7%). Go to all RAKTX holdings, RAKTX sectors, or RAKTX dividends.
RAKTX can be compared against other funds. Use RAKTX overlap to find shared positions, or RAKTX vs another fund for a side-by-side view. RAKTX alternatives are available via the screener, along with tax-loss harvesting opportunities.