American Funds 2055 Trgt Date Retire R6 (RFKTX) Research
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.
Market snapshot
- Symbol
- RFKTX
- Price
- $33.45
- Day change
- +1.18%
- Market cap
- $32.2B
- 52-week range
- 28.15-33.46
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- BlackRock High Yield Instl (BHYIX)
- DFA Emerging Markets Core Equity Portfolio (DFCEX)
- Strategic Advisers Fidelity Em Mkts (FGOMX)
- Franklin DynaTech A (FKDNX)
- John Hancock Fds III Disciplined Value Mid Cap Fd Cl A (JVMAX)
- John Hancock Fds III Disciplined Value Mid Cap Fd Class I (JVMIX)
- Principal MidCap A (PEMGX)
- American Funds American High-Inc R6 (RITGX)
Open American Funds 2055 Trgt Date Retire R6 (RFKTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.