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American Funds 2040 Target Date Retirement Fund® Class R-5 (REGTX)

US Funds

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19.96 +0.16 +0.81%

01:00:00 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Issuer: American Funds

Asset Class: Bond

Morningstar Rating:
Total Assets: 486.63M

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American Funds 2040 Target Date Retirement Fund® Class R-5 Overview

Find basic information about the American Funds 2040 Target Date Retirement Fund® Class R-5 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add REGTX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US02630T5222)

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Technical Chart

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Rating

1-Year Change1.28%

Prev. Close19.8

Risk Rating

TTM Yield1.54%

ROE25.10%

IssuerAmerican Funds

Turnover6%

ROA9.84%

Inception Date39114

Total Assets486.63M

Expenses0.06%

Min. Investment250

Market Cap133.18B

CategoryTarget - Date 2040

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	992	992	1062	1201	1869	2358
Fund Return	-0.77%	-0.77%	6.16%	6.29%	13.33%	8.96%
Place in category	160	160	44	13	24	2
% in Category	88	88	27	6	17	1

Top Bond Funds by American Funds

Name	Total Assets	YTD%	3Y%	10Y%
American Funds 2035 Trgt Date RetR6	33.09B	0.32	5.71	8.50
American Funds 2030 Trgt Date RetR6	32.97B	0.98	5.06	7.50
American Funds Bond Fund of Amer F2	30.9B	2.83	0.44	1.89
American Funds 2040 Trgt Date RetR6	30.38B	-0.78	6.36	9.01
American Funds 2045 Trgt Date RetR6	26.45B	-1.08	6.44	9.16

Top Funds for Target-Date 2040 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2040 Tr1	110.54B	-0.16	5.50	7.88
The Vanguard Target Retire 2040 Tr2	110.54B	-0.16	5.48	7.87
Vanguard Target Retire Trust Plus40	110.54B	-0.16	5.51	7.89
Vanguard Target Retirement 2040 Inv	93.58B	-0.21	5.47	7.80
American Funds 2040 Trgt Date RetR6	30.38B	-0.78	6.36	9.01

Top Holdings

Name	ISIN	Weight %	Last	Change %
American Funds American Balanced R6	-	8.04	-	-
American Funds AMCAP R6	-	7.02	-	-
American Funds New Perspective R6	-	7.01	-	-
American Funds Fundamental Invs R6	-	7.01	-	-
American Funds Growth Fund of Amer R6	-	7.01	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Sell	Sell	Neutral
Technical Indicators	Sell	Strong Sell	Sell
Summary	Sell	Strong Sell	Neutral

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