American Funds 2040 Trgt Date Retire R5

Frequently Asked Questions About REGTX

What does REGTX invest in?

As this fund's target date approaches and progresses past, its asset allocation strategy shifts to increasingly prioritize fixed-income, equity-income, and balanced investment vehicles. To achieve its financial objectives, the advisor strategically deploys a diverse selection of American Funds, varying their combinations and proportional weightings. These underlying American Funds span a broad spectrum of categories, including growth-oriented, growth-and-income, equity-income, balanced, and fixed-income portfolios. Each of these distinct fund classifications is characterized by its unique investment goals and operational strategies.

What is the expense ratio of REGTX?

American Funds 2040 Trgt Date Retire R5 (REGTX) charges an expense ratio of 0.41%. This is the annual fee deducted from fund assets to cover management and operations.

How big is REGTX?

American Funds 2040 Trgt Date Retire R5 (REGTX) manages $53.30B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is REGTX actively managed or an index fund?

REGTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was REGTX launched?

American Funds 2040 Trgt Date Retire R5 (REGTX) launched in January 2007 and is managed by Capital Group.

How has REGTX performed?

REGTX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.