American Funds 2065 Target Date Retirement Fund (RFVTX) Research

As this target-date fund approaches and moves beyond its designated year, its asset allocation strategy typically evolves, progressively dedicating a larger portion of its investments to fixed income, equity-income, and balanced funds. To achieve its investment objectives, the fund manager constructs the portfolio by allocating capital across a diverse selection of underlying American Funds, employing various combinations and weightings. These underlying funds span a broad spectrum of investment categories, including growth, growth-and-income, equity-income, balanced, and fixed income strategies, each characterized by its own unique objectives and methodologies.

Market snapshot

Symbol
RFVTX
Price
$22.44
Day change
+1.17%
Market cap
$7.4B
52-week range
18.62-22.45
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds College 2036 Fund (CCFAX)
  • GuideStone Funds Equity Index Fund (GEQYX)
  • GuideStone Funds - GuideStone Funds Equity Index Fund (GEQZX)
  • T. Rowe Price Emerging Markets Stock Fund (PRMSX)
  • T. Rowe Price Balanced Fund (RPBAX)
  • T . Rowe Price Retirement 2015 Fund (TRRGX)
  • TIAA-CREF Social Choice Equity Fund (TRSCX)
  • Vanguard Communication Services Index Fund Admiral Shares (VTCAX)

Open American Funds 2065 Target Date Retirement Fund (RFVTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.