American Funds 2055 Fund Quote

RFKTX Fund  USD 27.95  0.15  0.54%   

Performance

11 of 100

 
Weak
 
Strong
Good

Odds Of Distress

Less than 18

 
High
 
Low
Low
American Funds is trading at 27.95 as of the 2nd of December 2024; that is 0.54% up since the beginning of the trading day. The fund's open price was 27.8. American Funds has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for American Funds 2055 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 5th of June 2024 and ending today, the 2nd of December 2024. Click here to learn more.
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. More on American Funds 2055

Moving together with American Mutual Fund

  0.97AMECX Income FundPairCorr
  0.96AMFCX American MutualPairCorr
  0.96AMFFX American MutualPairCorr
  0.86RNCCX American Funds IncomePairCorr

Moving against American Mutual Fund

  0.35FPPPX American Funds PresePairCorr

American Mutual Fund Highlights

Fund ConcentrationAmerican Funds, Large Blend Funds, Target-Date 2055 Funds, Target-Date 2055, American Funds (View all Sectors)
Update Date30th of September 2024
NameAmerican Funds 2055 Target Date Retirement Fund Class R-6
American Funds 2055 [RFKTX] is traded in USA and was established 2nd of December 2024. American Funds is listed under American Funds category by Fama And French industry classification. The fund is listed under Target-Date 2055 category and is part of American Funds family. This fund at this time has accumulated 3.91 B in assets with no minimum investment requirementsAmerican Funds 2055 is currently producing year-to-date (YTD) return of 17.8% with the current yeild of 0.01%, while the total return for the last 3 years was 5.73%.
Check American Funds Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Funds 2055 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top American Funds 2055 Mutual Fund Constituents

RAFGXAmcap Fund ClassMutual FundLarge Growth
RFNGXAmerican Funds FundamentalMutual FundLarge Blend
RGAGXGrowth Fund OfMutual FundLarge Growth
RGBGXAmerican Funds GlobalMutual FundWorld Allocation
RGVGXUs Government SecuritiesMutual FundIntermediate Government
RICGXInvestment Of AmericaMutual FundLarge Blend
RLBGXAmerican Balanced FundMutual FundAllocation--50% to 70% Equity
RLLGXSmallcap World FundMutual FundWorld Small/Mid Stock
More Details

American Funds 2055 Risk Profiles

American Funds Against Markets

Other Information on Investing in American Mutual Fund

American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
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