American Funds 2040 Trgt Date Retire R3
Limited financial coverage for RCKTX.
Not enough data to compute a meaningful composite — typical for foreign-listed ADRs, recent IPOs, or thinly-covered small caps. Live quote, chart, and any available stats still render below.
About the company
As this fund approaches and moves past its target retirement year, it progressively shifts its asset allocation, dedicating a larger portion of its portfolio to more conservative investments like fixed income, equity-income, and balanced funds. The portfolio managers aim to achieve the fund's objectives by strategically investing in a diverse blend of underlying American Funds, employing varied combinations and weightings. These constituent American Funds represent a broad spectrum of categories, including growth-oriented equities, funds focused on both growth and income, dividend-generating equity income portfolios, diversified balanced funds, and various fixed income vehicles, each designed with distinct investment goals and strategies.
- IPO
- 2007
- HQ
- Los Angeles, CA, US
Price Chart
- Market Cap
- $54.45B
- Div Yield
- 5.28%
- 52W High
- $24.70
- 52W Low
- $21.55
- 50D MA
- $24.20
- 200D MA
- $23.46
- Beta
- 1.12
- Avg Volume
- 0
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