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 27 positions across various sectors. Inception date: 2007-02-01.
REGTX performance shows a YTD return of 9.01%. The 1-year return is 15.81% and the 5-year return is 8.43%. REGTX dividend yield stands at 5.59%, paid annually.
REGTX top holdings include American Balanced Fund (8.0%), Capital World Growth and Income Fund (7.1%), American Mutual Fund (6.9%), The Growth Fund Of America (6.7%), Amcap Fund (6.6%). 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.