REMTX Mutual Fund

REMTX Mutual Fund

NAV$22.92
See how much of REMTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Aug 31, 2026

Net Assets
-
Expense Ratio
0.44%
Dividend Yield (Current)
4.95%
Holdings
18
Inception Date
Mar 27, 2015
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+10.60%
1 Year+18.27%
3 Year+18.10%
5 Year+8.92%
10 Year+11.89%

Asset Allocation

Other: 99.99%
See how much of REMTX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
ANWPXNew Perspective Fund9.70%
-Smallcap World Fund9.60%
BISXXBlackrock Funds9.00%
NEWFXNew World Fund8.60%
CWGIX:CACapital World Growth and Income Fund8.50%
Top 10 Concentration: 80.70%Report Date: Aug 31, 2026
Download all 18 holdings for REMTX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
4.95%
Frequency
Annually
Latest Distribution
$0.67
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

REMTX Mutual Fund Overview

REMTX Mutual Fund (American Funds 2060 Target Date Retirement Fund Class R-5) is managed by American Funds. REMTX expense ratio is 0.44%, holding 18 positions across various sectors. Inception date: 2015-03-27.

REMTX performance shows a YTD return of 10.60%. The 1-year return is 18.27% and the 5-year return is 8.92%. REMTX dividend yield stands at 4.95%, paid annually.

REMTX top holdings include New Perspective Fund (9.7%), Smallcap World Fund (9.6%), Blackrock Funds (9.0%), New World Fund (8.6%), Capital World Growth and Income Fund (8.5%). Go to all REMTX holdings, REMTX sectors, or REMTX dividends.

REMTX can be compared against other funds. Use REMTX overlap to find shared positions, or REMTX vs another fund for a side-by-side view. REMTX alternatives are available via the screener, along with tax-loss harvesting opportunities.