About RFKTX
As this fund approaches and surpasses its designated target date, it progressively shifts its asset allocation, increasing its holdings in more conservative categories such as fixed income, income-focused equities, and balanced portfolios. To achieve its investment objectives, the advisor strategically allocates capital across a diverse selection of underlying American Funds, adjusting their weightings and combinations. These underlying funds represent a broad spectrum of investment styles, including those focused on growth, a blend of growth and income, equity-income, balanced strategies, and fixed-income securities. Each of these categories is characterized by distinct investment goals and methodologies.
Fund Family Capital Group
Category Target-Date 2055
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol RFKTX
Share Class Class R-6
Index S&P Target Date 2055 TR
RFKTX had a total return of 12.47% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.80%.
