RHKTX:NASDAQ
American Funds 2060 Target Date Retirement Fund® Class R-5E – RHKTX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 17.63 | 0.10 (+0.57%) | 16.30 - 19.05 | -- |
Market data as of 12:00AM 04/02/25. Quotes are delayed by at least 15 min.
Overview - RHKTX
The investment seeks growth, income and conservation of capital.
The fund normally invests a greater portion of its assets in fixed income, equity income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
Growth of $10,000 (10 Years)
| Total Return | 10.14% |
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| Yield (Trailing 12 Mo.) | 1.02% |
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| Expense Ratio | 0.53% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $250.00 |
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| Management Tenure | 10 Years |
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| Fund Inception | 11/20/2015 |
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Trailing Total Returns - RHKTX
as of 02/28/2025
| Timeframe | RHKTX | S&P 500 | Target-Date 2060 |
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| 1 Month | -1.41% | -1.30% | -0.54% |
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| 3 Month | 0.00% | -0.97% | -0.67% |
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| Year-to-Date | 2.25% | 1.44% | 2.73% |
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| 1 Year | 12.72% | 18.41% | 12.86% |
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| 3 Year | 8.14% | 12.55% | 7.69% |
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| 5 Year | 11.48% | 16.85% | 11.40% |
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| 10 Year | -- | 12.98% | 8.43% |
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| Since Inception | 10.14% | 11.12% | -- |
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Sector Allocation - RHKTX
as of 02/28/2025
| Basic Materials | | 3.65% |
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| Consumer Cyclical | | 11.22% |
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| Financial Services | | 12.45% |
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| Real Estate | | 1.38% |
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| Consumer Defensive | | 5.59% |
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| Healthcare | | 14.11% |
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| Utilities | | 2.03% |
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| Communication Services | | 8.48% |
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| Energy | | 2.90% |
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| Industrials | | 14.11% |
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| Technology | | 24.08% |
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Asset Allocation - RHKTX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 59.92 | 59.92 |
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| Bond | 0.00 | | | 6.49 | 6.49 |
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| Other | 0.00 | | | 0.27 | 0.27 |
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| Foreign Stock | 0.00 | | | 27.29 | 27.29 |
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| Foreign Bond | 0.00 | | | 1.68 | 1.68 |
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| Total | 0.00 | | | 95.65 | 95.65 |
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| Cash | 0.91 | | | 5.10 | 4.19 |
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| Total Net Assets | $15.44B |
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| Total Stock Holdings | 0 |
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| Total Bond Holdings | 0 |
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Bond Credit Quality - RHKTX
as of 02/28/2025
| AAA | | 80.79% |
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| AA | | 1.85% |
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| A | | 5.84% |
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| BBB | | 6.93% |
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| BB | | 3.35% |
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| B | | 0.64% |
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| Below B | | 0.22% |
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| Not Rated | | 0.38% |
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Top Ten Holdings - RHKTX
as of 02/28/2025
Valuation & Growth - RHKTX
as of 02/28/2025
| Valuation | RHKTX | Category Range |
|---|
| Price/Earnings | 24.40 | |
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| Price/Book | 3.88 | |
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| Price/Sales | 2.54 | |
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| Price/Cash Flow | 13.71 | |
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| Dividend Yield | 1.69 | |
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| LT Earnings | 11.6 | |
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| Historical Earnings | 17.81 | |
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| Sales Growth | 9.09 | |
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| Cash-Flow Growth | 8.2 | |
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| Book-Value Growth | 7.11 | |
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