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American Funds 2040 Trgt Date Retire R2 RBKTX

Analyst rating as of
NAV / 1-Day Return
18.36  /  0.54 %
Total Assets
29.2 Bil
Adj. Expense Ratio
1.450%
Expense Ratio
1.450%
Fee Level
Below Average
Longest Manager Tenure
10.08 years
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
0.02%
Turnover
17%
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Morningstar’s Analysis

Will RBKTX outperform in future?

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Summary

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The American Funds Target Date Retirement series has struck the right balance between top-down and bottom-up decision making, earning its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver, with the remaining shares landing between Silver and Neutral depending on fees.

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