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 27 positions across various sectors. Inception date: 2007-02-01.
RBKTX performance shows a YTD return of 8.35%. The 1-year return is 14.66% and the 5-year return is 7.52%. RBKTX dividend yield stands at 4.94%, paid annually.
RBKTX 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 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.