• FirefoxTry Yahoo Finance on Firefox »
  •  Dow Down 0.05% Nasdaq Down 0.02%

    American Funds 2040 Trgt Date Retire R3 (RCKTX)

    13.30 Down 0.03(0.23%) Aug 3
    Prev Close:13.30
    YTD Return*:2.81%
    Net Assets*:3.42B
    Yield*:0.60%

    * As of 30-Jun-15

    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 R67.98N/A
    American Funds Invmt Co of Amer R67.88N/A
    American Funds SMALLCAP World R67.05N/A
    American Funds Growth Fund of Amer R66.99N/A
    American Funds AMCAP R66.99N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.42B
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):0.69%

    Performance & Risk

    YTD Return:2.81%
    5y Avg Return:13.28%
    Rank in Category (ytd):32
    % Rank in Category (ytd):12.55%
    Beta (3y):1.32
    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
    Your browser doesn't support canvas
    SETTINGS
    Scrolling
    Speed
    Display
    Price
    Submit Feedback