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American Funds 2025 Trgt Dt Rtr Inc R-6 (RFDTX)

16.94 0.00 (0.00%)
At close: 5:31:44 PM EST
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  • Previous Close 16.94
  • YTD Return 3.09%
  • Expense Ratio 0.31%
  • Category Target-Date 2025
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 28.77B
  • Beta (5Y Monthly) 0.77
  • Yield 2.44%
  • 5y Average Return --
  • Holdings Turnover 7.00%
  • Last Dividend 0.43
  • Inception Date Jul 13, 2009

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Capital Group

Fund Family

Target-Date 2025

Fund Category

28.77B

Net Assets

2009-07-13

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Target-Date 2025.

YTD Return

RFDTX
3.09%
Category
6.61%

1-Year Return

RFDTX
5.30%
Category
21.54%

3-Year Return

RFDTX
12.05%
Category
10.23%

5-Year Return

RFDTX
5.68%
Category
9.75%

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