American Funds 2065 Target Date Retirement Fund Class R-3
American Funds 2065 Target Date Retirement Fund Class R-3 (RCPTX)
The American Funds 2065 Target Date Retirement Fund Class R-3 (ticker: RCPTX) is a mutual fund that is designed for investors who are planning to retire in the year 2065. This fund is part of the American Funds family, which is known for its long-term investment approach and diverse portfolio. The Class R-3 shares have a lower expense ratio compared to other classes, making it a more cost-effective option for investors. This fund automatically adjusts its asset allocation as the target date approaches, gradually shifting towards more conservative investments to help protect against market volatility. Overall, the American Funds 2065 Target Date Retirement Fund Class R-3 is a suitable choice for investors looking for a well-managed, long-term retirement fund.
RCPTX Mutual Fund Chart & Stats
- Previous Close
- $21.36
- Sub-Category
- 2065
- Total Liabilities
- $7.05M
- Expense Ratio
- 1.03%
- Holding Count
- 17
- Brand
- American Funds Target Date Retirement Series
- Category
- Target-Date Retirement
- Total Assets
- 6.97B
- Shares Outstanding
- N/A
- 52-Week Range
- $18.73 - $22.54
Top 10 Holdings
| Name | Weight % |
|---|---|
| RLLGXSMALLCAP World Fund, Inc. Cl R-6 | 10.09% |
| RNPGXNew Perspective Fund, Class R-6 Shares | 9.95% |
| RFNGXFundamental Investors, Class R-6 Shares | 9.00% |
| RWIGXCapital World Growth and Income Fund Class R-6 Shares | 8.35% |
| RNWGXNew World Fund, Inc. Cl R-6 | 8.28% |
| RWMGXWashington Mutual Investors Fund Cl R-6 Shs | 8.03% |
| RGAGXThe Growth Fund of America Class R-6 Shares | 7.32% |
| RICGXThe Investment Company of America Cl R-6 | 7.00% |
| RAFGXAMCAP Fund, Class R-6 Shares | 6.93% |
| RMFGXAmerican Mutual Fund, Class R-6 Shares | 5.74% |
| Total | 80.70% |
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