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American Funds 2060 Trgt Date Retire R6 (RFUTX)

17.46 +0.01 (+0.06%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 17.45
  • YTD Return 3.87%
  • Expense Ratio 0.73%
  • Category Target-Date 2060+
  • Last Cap Gain -2.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 11.96B
  • Beta (5Y Monthly) 1.24
  • Yield 1.36%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.23
  • Inception Date Jan 27, 2017

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 2060+

Fund Category

11.96B

Net Assets

2017-01-27

Inception Date

Performance Overview: RFUTX

Trailing returns as of 5/16/2024. Category is Target-Date 2060+.

YTD Return

RFUTX
3.87%
Category
6.10%
 

1-Year Return

RFUTX
17.20%
Category
14.41%
 

3-Year Return

RFUTX
3.14%
Category
4.94%
 

5-Year Return

RFUTX
9.14%
Category
9.53%
 

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Holdings: RFUTX

Top 10 Holdings (75.71% of Total Assets)

SymbolCompany% Assets
RLLGX
American Funds SMALLCAP World R6 9.85%
RNPGX
American Funds New Perspective R6 9.67%
RFNGX
American Funds Fundamental Invs R6 8.67%
RWIGX
American Funds Capital World Gr&Inc R6 8.47%
RWMGX
American Funds Washington Mutual R6 7.80%
RAFGX
American Funds AMCAP R6 6.82%
RICGX
American Funds Invmt Co of Amer R6 6.79%
RGAGX
American Funds Growth Fund of Amer R6 6.79%
RLBGX
American Funds American Balanced R6 5.86%
RGVGX
American Funds US Government Sec R6 4.99%

Sector Weightings

SectorRFUTX
Technology   23.50%
Healthcare   15.41%
Industrials   13.99%
Energy   3.77%
Utilities   1.95%
Real Estate   1.19%

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Research Reports: RFUTX

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