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American Funds 2040 Trgt Date Retire R2 RBKTX

Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 16.41  /  0.73 %
  • Total Assets 30.8 Bil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.470%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Small
  • Category Target-Date 2040
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 0.22%
  • Turnover 4%

Morningstar’s Analysis RBKTX

Will RBKTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A top choice.

Summary

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The American Funds Target Date Retirement series continues to be a top choice for retirement savers. Its cheapest share classes continue to earn Morningstar Analyst Ratings of Gold, while its more-expensive options are rated Silver or Bronze.

Unlock our full analysis with Morningstar Investor