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American Funds 2040 Trgt Date Retire R5 REGTX

Analyst rating as of
  • NAV / 1-Day Return 17.04  /  0.65 %
  • Total Assets 30.2 Bil
  • 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.

A top choice.



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.

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