The American Funds Target Date Retirement series continues to be a top choice for retirement savers. Its cheapest share classes continue to earn Morningstar Analyst Ratings of Gold, while its more-expensive options are rated Silver or Bronze.
- NAV / 1-Day Return 17.04 / 0.65 %
- Total Assets 30.2 Bil
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Adj. Expense Ratio
- Expense Ratio 0.410%
- Distribution Fee Level Average
- Share Class Type Retirement, Large
- Category Target-Date 2040
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High / Moderate
- Status Open
- TTM Yield 1.29%
- Turnover 4%
Morningstar’s Analysis REGTX
Will REGTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.