Back to top
more

American Funds 2040 Target Date Retirement Fd Cl R-6: (MF: RFGTX)

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

$22.72 USD

-0.02 (-0.09%)

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

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

NA

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 3.71 51
3 months 4.08 56
6 months 9.45 39
1 Year 21.63 21
3 Year 18.08 16
5 Year 9.94 16
10 Year 12.10 6

* Annual for three years and beyond.

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

Load Adjusted Returns as of Feb 28, 2026

1 Year 19.49
5 Year 9.54
10 Year 11.08
Since Inception 11.50

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -0.77 11.12 5.24 2.96
2024 7.21 1.65 6.27 -0.88
2023 5.68 5.14 -3.48 11.26
2022 -6.85 -13.83 -5.59 8.84
2021 3.96 6.39 -0.48 6.13

Annual Return

20262025202420232022202120202019201820172016
% Total Return 3.7119.4914.7919.32-17.5216.8218.7724.38-5.5420.168.16
% Total Return Rel to Index 1.051.27-10.22-6.910.67-11.850.37-7.10-1.15-1.63-3.77
% Total Return Rel to Peer 0.254.984.876.16-4.565.328.087.180.946.701.88
% Perf Quintile vs Peer* 2.001.000.001.004.002.001.002.002.002.002.00
% Dividends 0.000.280.330.320.220.220.190.210.190.170.16
% Yield 0.001.111.491.371.270.970.971.201.321.101.20
Capital Gains ($) 0.001.150.450.190.850.850.460.530.520.000.33
Expense Ratio 0.000.010.010.010.010.010.010.010.010.010.02

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