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Morningstar

American Funds 2040 Trgt Date Retire R5 REGTX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 17.04  /  0.65 %
  • Total Assets 30.2 Bil
  • Adj. Expense Ratio
    0.060%
  • 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%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:14 PM GMT+00:00

Morningstar’s Analysis REGTX

Will REGTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable REGTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the REGTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of REGTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A top choice.

Director

Summary

| by Jason Kephart

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.

Unlock our full analysis with Morningstar Investor