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American Funds 2030 Trgt Date Retire R6 (RFETX)

16.42
-0.11
(-0.67%)
At close: 8:02:09 PM EDT
Loading Chart for RFETX
  • Previous Close 16.53
  • YTD Return 0.98%
  • Expense Ratio 0.33%
  • Category Target-Date 2030
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 48.6B
  • Beta (5Y Monthly) 0.94
  • Yield 2.35%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 0.42
  • Inception Date Jul 13, 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 2030

Fund Category

48.6B

Net Assets

2009-07-13

Inception Date

Performance Overview: RFETX

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Trailing returns as of 4/8/2025. Category is Target-Date 2030.

YTD Return

RFETX
0.98%
Category
7.97%
 

1-Year Return

RFETX
6.81%
Category
25.53%
 

3-Year Return

RFETX
5.06%
Category
11.28%
 

5-Year Return

RFETX
10.31%
Category
10.98%
 

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Holdings: RFETX

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Sector Weightings

SectorRFETX
Technology   22.47%
Healthcare   14.04%
Industrials   13.58%
Energy   3.98%
Utilities   3.49%
Real Estate   1.94%

Recent News: RFETX

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Research Reports: RFETX

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