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American Fds 2040 Target Date Retirement Fd Cl R5: (MF: REGTX)
(NASDAQ Mutual Funds) As of May 30, 2025 08:00 PM ET
$21.74 USD
+0.02 (0.09%)
Zacks MF Rank
NA
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Funds Tgt Dt Rtrmt 2040 R5 | REGTX | NA | NA | 0.00 | 0.00 | 0.00 | 0.06 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Funds Tgt Dt Rtrmt 2040 A | AAGTX | 20.70 | 2/23/2007 | 1.27 | 10.60 | 9.12 | 11.06 |
| American Funds Tgt Dt Rtrmt 2040 R1 | RAKTX | 20.12 | 2/23/2007 | 0.60 | 9.74 | 8.29 | 10.18 |
| American Funds Tgt Dt Rtrmt 2040 R2 | RBKTX | 20.06 | 2/23/2007 | 0.58 | 9.81 | 8.30 | 10.20 |
| American Funds Tgt Dt Rtrmt 2040 R3 | RCKTX | 20.34 | 2/23/2007 | 0.97 | 10.30 | 8.79 | 10.70 |
| American Funds Tgt Dt Rtrmt 2040 R4 | RDGTX | 20.69 | 2/23/2007 | 1.25 | 10.65 | 9.11 | 11.04 |
| American Funds Tgt Dt Rtrmt 2040 R5 | REGTX | 21.74 | 2/23/2007 | 1.52 | 10.92 | 9.44 | 11.35 |
| American Funds Tgt Dt Rtrmt 2040 R6 | RFGTX | 20.86 | 5/1/2009 | 1.58 | 11.03 | 9.49 | 11.42 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| American Funds Tgt Dt Rtrmt 2040 R5 | REGTX | 250 | 50 | 25 | A |
Contact Information
| Family | American Funds |
| Address | 333 S Hope St Los Angeles, CA 90071 |
| Phone | 800 421-4225 |