- What does RFKTX invest in?
- As this fund approaches and surpasses its designated target date, it progressively shifts its asset allocation, increasing its holdings in more conservative categories such as fixed income, income-focused equities, and balanced portfolios. To achieve its investment objectives, the advisor strategically allocates capital across a diverse selection of underlying American Funds, adjusting their weightings and combinations. These underlying funds represent a broad spectrum of investment styles, including those focused on growth, a blend of growth and income, equity-income, balanced strategies, and fixed-income securities. Each of these categories is characterized by distinct investment goals and methodologies.
- What is the expense ratio of RFKTX?
- American Funds 2055 Trgt Date Retire R6 (RFKTX) charges an expense ratio of 0.38%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is RFKTX?
- American Funds 2055 Trgt Date Retire R6 (RFKTX) manages $31.85B 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 RFKTX actively managed or an index fund?
- RFKTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was RFKTX launched?
- American Funds 2055 Trgt Date Retire R6 (RFKTX) launched in February 2010 and is managed by Capital Group.
- How has RFKTX performed?
- RFKTX'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.
