RHGTX Mutual Fund
RHGTX Mutual Fund
RHGTX Mutual Fund
American Funds 2040 Target Date Retirement Fund Class R-5E
RHGTX Mutual Fund Overview
RHGTX Mutual Fund (American Funds 2040 Target Date Retirement Fund Class R-5E) is managed by American Funds with $598.4M in net assets. RHGTX expense ratio is 0.50%, holding 26 positions across various sectors. Inception date: 2015-11-20.
RHGTX performance shows a YTD return of 7.43%. The 1-year return is 16.30% and the 5-year return is 8.84%. RHGTX dividend yield stands at 5.68%, paid annually.
RHGTX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (7.1%), American Mutual Fund Class R-6 (7.0%), American Funds Fundamental Investors (6.7%), Amcap Fund R6 (6.7%). Go to all RHGTX holdings, RHGTX sectors, or RHGTX dividends.
RHGTX can be compared against other funds. Use RHGTX overlap to find shared positions, or RHGTX vs another fund for a side-by-side view. RHGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.