American Funds 2030 Target Date Retirement Fund (RFETX) Research
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.
Market snapshot
- Symbol
- RFETX
- Price
- $19.87
- Day change
- +0.51%
- Market cap
- $52.9B
- 52-week range
- 18.23-20.05
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Funds 2035 Target Date Retirement Fund (AAFTX)
- American Funds 2060 Target Date Retirement Fund (AANTX)
- MFS International Diversification Fund (MDIJX)
- MFS Growth Fund (MFEIX)
- American Funds 2050 Target Date Retirement Fund (RBHEX)
- American Funds 2065 Target Date Retirement Fund (RFVTX)
- Vanguard Wellesley Income Fund Admiral Shares (VWIAX)
- Vanguard International Growth Fund Investor Shares (VWIGX)
Open American Funds 2030 Target Date Retirement Fund (RFETX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.