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American Fds 2040 Target Date Retirement Fd Cl R4: (MF: RDGTX)

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:40 PM ET

$22.48 USD

-0.03 (-0.13%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.66 52
3 months 3.95 59
6 months 9.28 41
1 Year 21.24 24
3 Year 17.67 19
5 Year 9.55 21
10 Year 11.71 11

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -46.79
Bull Market (2/09 - 3/21) 639.69

Load Adjusted Returns as of Feb 28, 2026

1 Year 19.07
5 Year 9.15
10 Year 10.69
Since Inception 8.26

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.83 11.03 5.12 2.87
2024 7.10 1.57 6.18 -0.99
2023 5.66 5.00 -3.51 11.14
2022 -6.90 -13.89 -5.70 8.70
2021 3.88 6.28 -0.58 6.02

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.6619.0714.3718.98-17.8316.3818.3623.92-5.8719.777.81
% Total Return Rel to Index 1.030.85-10.65-7.260.36-12.29-0.03-7.56-1.48-2.02-4.12
% Total Return Rel to Peer 0.234.564.455.82-4.874.877.686.720.626.301.54
% Perf Quintile vs Peer* 2.002.000.002.004.002.001.002.003.002.002.00
% Dividends 0.000.200.260.260.160.140.130.160.140.130.12
% Yield 0.000.831.211.020.950.670.670.941.000.860.96
Capital Gains ($) 0.001.150.450.190.850.850.460.530.520.000.33
Expense Ratio 0.000.360.350.360.360.360.360.360.360.350.38

* 1 = Top 20%, 5 = Bottom 20%