Nasdaq - Delayed Quote USD

American Funds 2065 Trgt Date Retire R6 (RFVTX)

16.67
+1.11
+(7.13%)
As of 8:07:09 AM EDT. Market Open.
Loading Chart for RFVTX
  • Previous Close 15.56
  • YTD Return -1.94%
  • Expense Ratio 0.39%
  • Category Target-Date 2065+
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 4.23B
  • Beta (5Y Monthly) 1.19
  • Yield 1.14%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.20
  • Inception Date Mar 27, 2020

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 2065+

Fund Category

4.23B

Net Assets

2020-03-27

Inception Date

Performance Overview: RFVTX

View More

Trailing returns as of 4/8/2025. Category is Target-Date 2065+.

YTD Return

RFVTX
1.94%
Category
0.00%
 

1-Year Return

RFVTX
5.14%
Category
0.00%
 

3-Year Return

RFVTX
6.36%
Category
0.00%
 

5-Year Return

RFVTX
13.51%
Category
0.00%
 

People Also Watch

Holdings: RFVTX

View More

Sector Weightings

SectorRFVTX
Technology   24.09%
Industrials   14.11%
Healthcare   14.11%
Energy   2.90%
Utilities   2.03%
Real Estate   1.38%

Recent News: RFVTX

View More

Research Reports: RFVTX

View More

Top Mutual Funds