RFGTX Mutual Fund
RFGTX Mutual Fund
American Funds 2040 Target Date Retirement Fund Class R-6
RFGTX Mutual Fund Overview
RFGTX Mutual Fund (American Funds 2040 Target Date Retirement Fund Class R-6) is managed by American Funds. RFGTX expense ratio is 0.36%, holding 26 positions across sectors including Unknown. Inception date: 2009-07-27.
RFGTX performance shows a YTD return of 8.67%. The 1-year return is 18.54% and the 5-year return is 9.06%. RFGTX dividend yield stands at 5.68%, paid annually.
RFGTX 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 RFGTX holdings, sector breakdown, or dividend history.
RFGTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RFGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.