RBKTX Mutual Fund (American Funds 2040 Target Date Retirement Fund CLASS R2) is managed by American Funds with $936.8M in net assets. RBKTX expense ratio is 1.45%, holding 26 positions across sectors including Unknown. Inception date: 2007-02-01.

RBKTX performance shows a YTD return of 8.13%. The 1-year return is 17.26% and the 5-year return is 7.87%. RBKTX dividend yield stands at 4.95%, paid annually.

RBKTX 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 R6 (amf Cl R6) (7.0%), American Funds Fundamental Investors Class R-6 (6.7%), Amcap Fund R6 (6.7%). View all RBKTX holdings, sector breakdown, or dividend history.

RBKTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RBKTX alternatives are available via the screener, along with tax-loss harvesting opportunities.