REETX Mutual Fund
REETX Mutual Fund
REETX Mutual Fund
American Funds 2030 Target Date Retirement Fund CLASS R5
REETX Mutual Fund Overview
REETX Mutual Fund (American Funds 2030 Target Date Retirement Fund CLASS R5) is managed by American Funds with $770.3M in net assets. REETX expense ratio is 0.38%, holding 26 positions across various sectors. Inception date: 2007-02-01.
REETX performance shows a YTD return of 6.22%. The 1-year return is 11.14% and the 5-year return is 6.30%. REETX dividend yield stands at 6.12%, paid annually.
REETX top holdings include American Balanced Fund (8.0%), The Bond Fund Of America (7.9%), Capital World Growth and Income Fund (6.7%), American Mutual Fund (6.6%), The Income Fund Of America (5.9%). Go to all REETX holdings, REETX sectors, or REETX dividends.
REETX can be compared against other funds. Use REETX overlap to find shared positions, or REETX vs another fund for a side-by-side view. REETX alternatives are available via the screener, along with tax-loss harvesting opportunities.