RBKTX Mutual Fund
RBKTX Mutual Fund
RBKTX Mutual Fund
American Funds 2040 Target Date Retirement Fund CLASS R2
RBKTX Mutual Fund Overview
RBKTX Mutual Fund (American Funds 2040 Target Date Retirement Fund CLASS R2) is managed by American Funds with $936.8M in net assets. RBKTX expense ratio is 1.45%, holding 26 positions across various sectors. Inception date: 2007-02-01.
RBKTX performance shows a YTD return of 6.83%. The 1-year return is 15.17% and the 5-year return is 7.69%. RBKTX dividend yield stands at 4.94%, paid annually.
RBKTX 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 RBKTX holdings, RBKTX sectors, or RBKTX dividends.
RBKTX can be compared against other funds. Use RBKTX overlap to find shared positions, or RBKTX vs another fund for a side-by-side view. RBKTX alternatives are available via the screener, along with tax-loss harvesting opportunities.