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American Funds 2040 Trgt Date Retire R4 (RDGTX)
18.50
-0.16
(-0.86%)
At close: 8:02:06 PM EDT
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18.66 - YTD Return -0.83%
- Expense Ratio 0.70%
- 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 1.26%
- 5y Average Return --
- Holdings Turnover 6.00%
- Last Dividend 0.26
- 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: RDGTX
View MoreTrailing returns as of 4/7/2025. Category is Target-Date 2040.
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RDETX American Funds 2030 Trgt Date Retire R4
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RDITX American Funds 2050 Trgt Date Retire R4
18.54
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RDHTX American Funds 2045 Trgt Date Retire R4
18.90
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RDFTX American Funds 2035 Trgt Date Retire R4
17.63
-0.68%
RDCTX American Funds 2020 Trgt Date Retire R4
13.02
-0.53%
RDDTX American Funds 2025 Trgt Date Retire R4
14.60
-0.54%
RDBTX American Funds 2015 Trgt Date Retire R4
11.96
-0.50%
RDATX American Funds 2010 Trgt Date Retire R4
11.39
-0.52%
RDJTX American Funds 2055 Trgt Date Retire R4
23.21
-0.94%
RDKTX American Funds 2060 Trgt Date Retire R4
15.80
-0.94%
RNWEX American Funds New World R4
69.92
-1.02%
RSLEX American Funds SMALLCAP World R4
56.15
-1.11%
RLBEX American Funds American Balanced R4
31.79
-0.84%
RBFEX American Funds The Bond Fund of America
11.23
-0.53%
RIREX American Funds Capital Income Bldr R4
66.21
-0.76%
RWIEX American Funds Capital World Gr&Inc R4
56.65
-0.75%
Holdings: RDGTX
View MoreSector Weightings
SectorRDGTX
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: RDGTX
View MoreResearch Reports: RDGTX
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