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American Funds 2040 Target Date Retirement Fund® Class R-3 (RCKTX)

US Funds

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20.96 +0.08 +0.38%

21/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: American Funds

Asset Class: Bond

Morningstar Rating:
Total Assets: 2.18B

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RCKTX Overview

Find basic information about the American Funds 2040 Target Date Retirement Fund® Class R-3 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add RCKTX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change18.75%

Prev. Close20.88

Risk Rating

TTM Yield1.05%

ROE25.24%

IssuerAmerican Funds

Turnover3%

ROA10.04%

Inception Date39114

Total Assets2.18B

Expenses0.66%

Min. Investment250

Market Cap140.14B

CategoryTarget - Date 2040

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American Funds 2040 Target Date Retirement Fund® Class R-3 Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 3

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1132	1023	1287	1110	1597	2277
Fund Return	13.21%	2.33%	28.7%	3.55%	9.82%	8.58%
Place in category	35	9	49	79	19	13
% in Category	14	2	19	40	11	12

Top Bond Funds by American Funds

Name	Total Assets	YTD%	3Y%	10Y%
American Funds 2030 Trgt Date RetR6	35.03B	10.48	3.10	7.63
American Funds 2035 Trgt Date RetR6	35.05B	12.12	3.57	8.69
American Funds 2040 Trgt Date RetR6	32.65B	13.83	4.22	9.29
American Funds Bond Fund of Amer F2	30.83B	1.92	-2.13	1.89
American Funds 2045 Trgt Date RetR6	27.83B	14.21	4.28	9.47

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	104.96B	12.04	3.62	8.14
The Vanguard Target Retire 2040 Tr2	104.96B	12.03	3.61	8.13
Vanguard Target Retire Trust Plus40	104.96B	12.05	3.63	8.15
Vanguard Target Retirement 2040 Inv	91.1B	12.06	3.59	8.06
American Funds 2040 Trgt Date RetR6	32.65B	13.83	4.22	9.29

Top Holdings

Name	ISIN	Weight %	Last	Change %
American Funds American Balanced R6	-	7.99	-	-
American Funds Fundamental Invs R6	-	7.08	-	-
American Funds Growth Fund of Amer R6	-	7.07	-	-
American Funds American Mutual R6	-	7.03	-	-
American Funds Capital World Gr&Inc R6	-	7.01	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Sell	Strong Buy	Strong Buy
Summary	Neutral	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	American Funds 20.	20.96	+0.08	+0.38%