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American Funds 2040 Trgt Date Retire R2 (RBKTX)
17.98
-0.15
(-0.83%)
At close: 8:02:02 PM EDT
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18.13 - YTD Return -1.06%
- Expense Ratio 1.45%
- Category Target-Date 2040
- Last Cap Gain 22.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating
- Net Assets 43.67B
- Beta (5Y Monthly) 1.12
- Yield 0.59%
- 5y Average Return --
- Holdings Turnover 6.00%
- Last Dividend 0.12
- Inception Date Jul 27, 2009
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor 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, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
American Funds
Fund Family
Target-Date 2040
Fund Category
43.67B
Net Assets
2009-07-27
Inception Date
Performance Overview: RBKTX
View MoreTrailing returns as of 4/7/2025. Category is Target-Date 2040.
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RBFTX American Funds 2035 Target Date Retirement Fund
17.15
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RBHTX American Funds 2045 Target Date Retirement Fund
18.30
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RBETX American Funds 2030 Target Date Retirement Fund
15.87
-0.63%
RBITX American Funds 2050 Trgt Date Retire R2
18.01
-0.88%
RBDTX American Funds 2025 Target Date Retirement Fund
14.24
-0.56%
RBCTX American Funds 2020 Target Date Retirement Fund
12.77
-0.55%
RBJTX American Funds 2015 Trgt Date Retire R2
11.76
-0.51%
RBATX American Funds 2010 Target Date Retirement Fund
11.24
-0.44%
RWIBX American Funds Capital World Gr&Inc R2
55.92
-0.76%
RBFBX American Funds The Bond Fund of America
11.23
-0.53%
RBMTX American Funds 2055 Trgt Date Retire R2
22.50
-0.92%
RFNBX American Funds Fundamental Invs R2
69.36
-1.18%
RIRBX American Funds Capital Income Bldr R2
66.30
-0.76%
RERBX American Funds Europacific Growth R2
46.56
-0.24%
RLBBX American Funds American Balanced R2
31.58
-0.85%
RGABX American Funds Growth Fund of Amer R2
55.44
-1.42%
Holdings: RBKTX
View MoreSector Weightings
SectorRBKTX
Technology 23.54%
Healthcare 14.09%
Industrials 13.76%
Financial Services 12.74%
Consumer Cyclical 10.26%
Communication Services 8.20%
Consumer Defensive 6.21%
Energy 3.43%
Basic Materials 3.41%
Utilities 2.73%
Real Estate 1.63%
Recent News: RBKTX
View MoreResearch Reports: RBKTX
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