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American Funds 2040 Trgt Date Retire R4 RDGTX

Analyst rating as of
NAV / 1-Day Return
17.14  /  0.92 %
Total Assets
28.7 Bil
Adj. Expense Ratio
0.360%
Expense Ratio
0.710%
Distribution Fee Level
Low
Share Class Type
Retirement, Medium
Category
Target-Date 2040
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
0.91%
Turnover
17%

Morningstar’s Analysis RDGTX

Will RDGTX outperform in future?

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

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Associate Director

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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