American Funds 2065 Trgt Date Retire R6

Frequently Asked Questions About RFVTX

What does RFVTX invest in?

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.

What is the expense ratio of RFVTX?

American Funds 2065 Trgt Date Retire R6 (RFVTX) charges an expense ratio of 0.39%. This is the annual fee deducted from fund assets to cover management and operations.

How big is RFVTX?

American Funds 2065 Trgt Date Retire R6 (RFVTX) manages $7.44B 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 RFVTX actively managed or an index fund?

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

When was RFVTX launched?

American Funds 2065 Trgt Date Retire R6 (RFVTX) launched in March 2020 and is managed by Capital Group.

How has RFVTX performed?

RFVTX'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.