American Funds 2040 Trgt Date Retire R3 (RCKTX) Research
As this fund approaches and moves past its target retirement year, it progressively shifts its asset allocation, dedicating a larger portion of its portfolio to more conservative investments like fixed income, equity-income, and balanced funds. The portfolio managers aim to achieve the fund's objectives by strategically investing in a diverse blend of underlying American Funds, employing varied combinations and weightings. These constituent American Funds represent a broad spectrum of categories, including growth-oriented equities, funds focused on both growth and income, dividend-generating equity income portfolios, diversified balanced funds, and various fixed income vehicles, each designed with distinct investment goals and strategies.
Market snapshot
- Symbol
- RCKTX
- Price
- $24.63
- Day change
- +0.90%
- Market cap
- $54.4B
- 52-week range
- 21.41-24.67
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Funds 2040 Target Date Retirement Fund Class A (AAGTX)
- American Funds 2045 Trgt Date Retire A (AAHTX)
- American Funds 2030 Target Date Retirement Fd Cl F-1 (FAETX)
- American Funds 2035 Target Date Retirement Fd Cl F-1 (FAQTX)
- American Funds 2045 Target Date Retirement Fd Cl F-1 (FATTX)
- American Funds 2040 Target Date Retirement Fd Cl F-1 (FAUTX)
- American Funds 2045 Target Date Retirement Fund Class R-2 (RBHTX)
- American Funds 2040 Trgt Date Retire R5 (REGTX)
Open American Funds 2040 Trgt Date Retire R3 (RCKTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.