RFGTX Mutual Fund
RFGTX Mutual Fund
RFGTX Mutual Fund
American Funds 2040 Target Date Retirement Fund Class R-6
RFGTX Mutual Fund Overview
RFGTX Mutual Fund (American Funds 2040 Target Date Retirement Fund Class R-6) is managed by American Funds. RFGTX expense ratio is 0.36%, holding 26 positions across various sectors. Inception date: 2009-07-27.
RFGTX performance shows a YTD return of 7.51%. The 1-year return is 16.46% and the 5-year return is 8.66%. RFGTX dividend yield stands at 5.75%, paid annually.
RFGTX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (7.1%), American Mutual Fund Class R-6 (7.0%), American Funds Fundamental Investors (6.7%), Amcap Fund R6 (6.7%). Go to all RFGTX holdings, RFGTX sectors, or RFGTX dividends.
RFGTX can be compared against other funds. Use RFGTX overlap to find shared positions, or RFGTX vs another fund for a side-by-side view. RFGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.