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American Funds 2060 Trgt Dt Rtr R-6 (RFUTX)

22.05 -0.01 (-0.05%)
At close: 8:03:46 PM EST
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  • Previous Close 22.06
  • YTD Return 9.75%
  • Expense Ratio 0.39%
  • Category Target-Date 2060+
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 20.75B
  • Beta (5Y Monthly) 1.22
  • Yield 0.74%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.17
  • Inception Date Mar 27, 2015

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 2060+

Fund Category

20.75B

Net Assets

2015-03-27

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Target-Date 2060+.

YTD Return

RFUTX
9.75%
Category
6.10%

1-Year Return

RFUTX
13.27%
Category
14.41%

3-Year Return

RFUTX
19.69%
Category
4.94%

5-Year Return

RFUTX
9.65%
Category
9.53%

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