RCKTX Mutual Fund (American Funds 2040 Target Date Retirement Fund CLASS R3) is managed by American Funds. RCKTX expense ratio is 1.00%, holding 26 positions across sectors including Unknown. Inception date: 2007-02-01.

RCKTX performance shows a YTD return of 8.33%. The 1-year return is 17.81% and the 5-year return is 8.36%. RCKTX dividend yield stands at 5.25%, paid annually.

RCKTX 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%). View all RCKTX holdings, sector breakdown, or dividend history.

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