REGTX Mutual Fund
REGTX Mutual Fund
REGTX Mutual Fund
American Funds 2040 Target Date Retirement Fund CLASS R5
REGTX Mutual Fund Overview
REGTX Mutual Fund (American Funds 2040 Target Date Retirement Fund CLASS R5) is managed by American Funds with $573.8M in net assets. REGTX expense ratio is 0.41%, holding 26 positions across various sectors. Inception date: 2007-02-01.
REGTX performance shows a YTD return of 7.43%. The 1-year return is 16.37% and the 5-year return is 8.82%. REGTX dividend yield stands at 5.59%, paid annually.
REGTX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Mutual Fund Class R-6 (7.0%), Capital World Growth & Income Fund R6 (Wgi Cl R6) (7.0%), American Funds Fundamental Investors (6.8%), Growth Fund Of America (the) R6 (gfa Cl R6) (6.7%). Go to all REGTX holdings, REGTX sectors, or REGTX dividends.
REGTX can be compared against other funds. Use REGTX overlap to find shared positions, or REGTX vs another fund for a side-by-side view. REGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.