RFKTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

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

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

RFKTX

Net Assets

24.2B

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

Average Effective Duration

4.62

Average Effective Maturity

7.24

Fund of Funds

Yes

Fund Share Class Net Assets

17.9B

Fund Type

OpenEnd

Index Fund

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

-1.022

Annual Yield % from dividends

1.23

Returns for 1 year

6.18

Returns for 3 years

19.49

Returns for 5 years

45.59

Returns for 10 years

65.28

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Profile

Fundamentals

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