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American Funds 2030 Trgt Dt Rtr R-6 (RFETX)

19.74 0.00 (0.00%)
At close: 6:08:45 PM EST
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  • Previous Close 19.74
  • YTD Return 4.10%
  • Expense Ratio 0.33%
  • Category Target-Date 2030
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 49.86B
  • Beta (5Y Monthly) 0.87
  • Yield 1.98%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.40
  • Inception Date Feb 1, 2007

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 2030

Fund Category

49.86B

Net Assets

2007-02-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Target-Date 2030.

YTD Return

RFETX
4.10%
Category
7.97%

1-Year Return

RFETX
6.54%
Category
25.53%

3-Year Return

RFETX
13.60%
Category
11.28%

5-Year Return

RFETX
6.57%
Category
10.98%

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