American Funds 2030 Target Date Retirement Fund

Frequently Asked Questions About RFETX

What does RFETX invest in?

This fund follows a strategy where its asset allocation progressively shifts to more conservative investments, such as fixed income, equity income, and balanced funds, as its target year of 2030 draws near and passes. To achieve its investment goals, the advisor constructs a diversified portfolio by strategically investing in and adjusting the weightings of various underlying American Funds. These underlying investments encompass a broad range of fund categories, including growth, growth-and-income, equity-income, balanced, and fixed income strategies, each possessing distinct objectives and methodologies.

What is the expense ratio of RFETX?

American Funds 2030 Target Date Retirement Fund (RFETX) charges an expense ratio of 0.33%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RFETX?

American Funds 2030 Target Date Retirement Fund (RFETX) manages $52.20B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is RFETX actively managed or an index fund?

RFETX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was RFETX launched?

American Funds 2030 Target Date Retirement Fund (RFETX) launched in May 2009 and is managed by Capital Group.

How has RFETX performed?

RFETX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.