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American Funds 2040 Trgt Date Retire R4 RDGTX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 19.92  /  +0.05 %
  • Total Assets 41.6 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Low
  • Share Class Type Retirement, Medium
  • Category Target-Date 2040
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.40%
  • Turnover 1%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:56 PM GMT+0

Morningstar’s Analysis RDGTX

Will RDGTX outperform in future?

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

A series that will keep your retirement goals on target.

Director Jason Kephart

Jason Kephart

Director

Summary

The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.

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Portfolio Holdings RDGTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 67.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds American Balanced R6

7.82 3.2 Bil

American Funds Fundamental Invs R6

7.10 2.9 Bil

American Funds Growth Fund of Amer R6

7.03 2.9 Bil

American Funds AMCAP R6

6.98 2.9 Bil

American Funds Capital World Gr&Inc R6

6.87 2.8 Bil

American Funds American Mutual R6

6.72 2.7 Bil

American Funds New Perspective R6

6.68 2.7 Bil

American Funds Washington Mutual R6

5.97 2.4 Bil

American Funds SMALLCAP World R6

5.86 2.4 Bil

American Funds US Government Sec R6

4.99 2.0 Bil