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RFKTX
Mutual Fund ticker: NASDAQ
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NET ASSETS

American Funds 2055 Trgt Date Retire R6 (RFKTX) Ownership - Who owns American Funds 2055 Trgt Date Retire R6?

The investment seeks growth, income and conservation of capital... Show more

Profile

Category
Target-Date 2055
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com

Details

Group
Balanced Funds
Category
Target Date 2050+
Total Expense Ratio
0.39
Min. Initial Investment
250.00
Fund Existence
over 15 years
Turnover
5.00
Front Load
N/A
Net Assets
25822374000.00
Manager Tenure
N/A

Fundamentals

RFKTX
Net Assets
25.8B
Fund Existence
over 15 years
Turnover
5.00
Total Expense Ratio
0.39
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
250
Min. Initial Investment IRA
N/A
Morningstar Category
Target-Date 2055
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.39
Assets in Top Ten Holdings
14.4B
Average Credit Quality
6
Average Effective Duration
4.62
Average Effective Maturity
7.24
Fund of Funds
Yes
Fund Share Class Net Assets
19.2B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.00
Modified Duration
5.23
No Load Fund
Yes
Number of Long Holdings
19.00
Number of Net Holdings
20.00
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
0.38
Weighting Top Ten Holdings
76.78%
Gain YTD
3.821
Annual Yield % from dividends
1.22
Returns for 1 year
7.50
Returns for 3 years
30.08
Returns for 5 years
49.59
Returns for 10 years
71.49
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2055
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com