RCKTX Mutual Fund
RCKTX Mutual Fund
RCKTX Mutual Fund
American Funds 2040 Target Date Retirement Fund CLASS R3
RCKTX Mutual Fund Overview
RCKTX Mutual Fund (American Funds 2040 Target Date Retirement Fund CLASS R3) is managed by American Funds. RCKTX expense ratio is 1.00%, holding 27 positions across various sectors. Inception date: 2007-02-01.
RCKTX performance shows a YTD return of 8.60%. The 1-year return is 15.13% and the 5-year return is 7.77%. RCKTX dividend yield stands at 5.24%, paid annually.
RCKTX 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 RCKTX holdings, RCKTX sectors, or RCKTX dividends.
RCKTX can be compared against other funds. Use RCKTX overlap to find shared positions, or RCKTX vs another fund for a side-by-side view. RCKTX alternatives are available via the screener, along with tax-loss harvesting opportunities.