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American Funds 2040 Trgt Date Retire R1 (RAKTX)

13.17 Up 0.03(0.23%) Aug 29
Prev Close:13.14
YTD Return*:3.39%
Net Assets*:2.38B
Yield*:0.55%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for RAKTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
American Funds Invmt Co of Amer R68.50N/A
American Funds Washington Mutual R68.49N/A
American Funds Fundamental Invs R67.50N/A
American Funds American Mutual R67.50N/A
American Funds Growth Fund of Amer R67.00N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.38B
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):1.16%

Performance & Risk

YTD Return:3.39%
5y Avg Return:12.68%
Rank in Category (ytd):65
% Rank in Category (ytd):27.9%
Beta (3y):1.37
Morningstar Risk Rating:2

Fund Summary

The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of assets in bond, equity-income and balanced funds as it approaches and passes its target date. It attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives. View More
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