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 27 positions across various sectors. Inception date: 2007-02-01.
RAKTX performance shows a YTD return of 8.32%. The 1-year return is 14.62% and the 5-year return is 7.52%. RAKTX dividend yield stands at 4.94%, paid annually.
RAKTX top holdings include American Balanced Fund (8.0%), Capital World Growth and Income Fund (7.1%), American Mutual Fund (6.9%), The Growth Fund Of America (6.7%), Amcap Fund (6.6%). 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.