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American Funds 2015 Trgt Date Retire R6 (RFJTX)

13.09 0.00 (0.00%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 13.09
  • YTD Return 10.49%
  • Expense Ratio 0.30%
  • Category Target-Date 2015
  • Last Cap Gain 1.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 5.12B
  • Beta (5Y Monthly) 0.76
  • Yield 2.77%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.37
  • 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 continues past 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-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 2015

Fund Category

5.12B

Net Assets

2017-01-27

Inception Date

Performance Overview: RFJTX

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Trailing returns as of 10/22/2024. Category is Target-Date 2015.

YTD Return

RFJTX
10.49%
Category
5.24%
?

1-Year Return

RFJTX
19.37%
Category
17.09%
?

3-Year Return

RFJTX
4.20%
Category
9.13%
?

5-Year Return

RFJTX
6.55%
Category
8.26%
?

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Holdings: RFJTX

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Top 10 Holdings (73.37% of Total Assets)

SymbolCompany% Assets
RIDGX
American Funds Income Fund of Amer R6 12.99%
RBFGX
American Funds The Bond Fund of America 8.94%
RBOGX
American Funds Interm Bd Fd of Amer R6 8.71%
RILFX
American Funds Inflation Linked Bd R6 8.04%
RLBGX
American Funds American Balanced R6 7.08%
RIRGX
American Funds Capital Income Bldr R6 6.03%
RMFGX
American Funds American Mutual R6 6.02%
RMAGX
American Funds Mortgage R6 6.01%
RWIGX
American Funds Capital World Gr&Inc R6 5.00%
RMMGX
American Funds ST Bd Fd of Amer R6 4.53%

Sector Weightings

Recent News: RFJTX

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Research Reports: RFJTX

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