REOTX Mutual Fund
REOTX Mutual Fund
REOTX Mutual Fund
American Funds 2065 Target Date Retirement Fund Class R-5
REOTX Mutual Fund Overview
REOTX Mutual Fund (American Funds 2065 Target Date Retirement Fund Class R-5) is managed by American Funds. REOTX expense ratio is 0.44%, holding 17 positions across various sectors. Inception date: 2020-03-27.
REOTX performance shows a YTD return of 10.63%. The 1-year return is 18.27% and the 5-year return is 8.99%. REOTX dividend yield stands at 4.15%, paid annually.
REOTX top holdings include New Perspective Fund (10.0%), Smallcap World Fund (10.0%), Blackrock Funds (9.0%), Capital World Growth and Income Fund (8.5%), New World Fund (8.5%). Go to all REOTX holdings, REOTX sectors, or REOTX dividends.
REOTX can be compared against other funds. Use REOTX overlap to find shared positions, or REOTX vs another fund for a side-by-side view. REOTX alternatives are available via the screener, along with tax-loss harvesting opportunities.