REGTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds 2040 Trgt Date Retire R5 (REGTX) Ownership - Who owns American Funds 2040 Trgt Date Retire R5?

Category: @Target Date 2036-2040

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

REGTX

Net Assets

46B

Fund Existence

almost 18 years

Turnover

1.00

Total Expense Ratio

N/A

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2040

Administrative Fee

N/A

Annual Report Gross Expense Ratio

N/A

Assets in Top Ten Holdings

25.5B

Average Credit Quality

N/A

Average Effective Duration

4.74

Average Effective Maturity

7.07

Fund of Funds

Fund Share Class Net Assets

511M

Fund Type

OpenEnd

Index Fund

Management Fee

N/A

Modified Duration

5.46

No Load Fund

Number of Long Holdings

21.00

Number of Net Holdings

N/A

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

N/A

Gain YTD

17.890

Annual Yield % from dividends

1.58

Returns for 1 year

18.07

Returns for 3 years

6.64

Returns for 5 years

33.69

Returns for 10 years

69.17

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