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    American Funds 2040 Trgt Date Retire R3 (RCKTX)

    12.91 Down 0.02(0.15%) Jan 23
    Prev Close:12.93
    YTD Return*:6.30%
    Net Assets*:2.82B
    Yield*:0.62%

    * As of 31-Dec-14

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

    Headlines

    • No Headlines available for RCKTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Washington Mutual R68.28N/A
    American Funds Invmt Co of Amer R68.26N/A
    American Funds American Mutual R67.25N/A
    American Funds Fundamental Invs R67.23N/A
    American Funds Growth Fund of Amer R67.00N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:2.82B
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.69%

    Performance & Risk

    YTD Return:6.30%
    5y Avg Return:11.04%
    Rank in Category (ytd):27
    % Rank in Category (ytd):11.89%
    Beta (3y):1.30
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its 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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