American Funds 2040 Trgt Date Retire R5 (REGTX) Research
As this fund's target date approaches and progresses past, its asset allocation strategy shifts to increasingly prioritize fixed-income, equity-income, and balanced investment vehicles. To achieve its financial objectives, the advisor strategically deploys a diverse selection of American Funds, varying their combinations and proportional weightings. These underlying American Funds span a broad spectrum of categories, including growth-oriented, growth-and-income, equity-income, balanced, and fixed-income portfolios. Each of these distinct fund classifications is characterized by its unique investment goals and operational strategies.
Market snapshot
- Symbol
- REGTX
- Price
- $25.35
- Day change
- +0.88%
- Market cap
- $54.4B
- 52-week range
- 22-25.4
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Funds 2040 Target Date Retirement Fund Class A (AAGTX)
- American Funds 2045 Trgt Date Retire A (AAHTX)
- American Funds 2030 Target Date Retirement Fd Cl F-1 (FAETX)
- American Funds 2035 Target Date Retirement Fd Cl F-1 (FAQTX)
- American Funds 2045 Target Date Retirement Fd Cl F-1 (FATTX)
- American Funds 2040 Target Date Retirement Fd Cl F-1 (FAUTX)
- American Funds 2045 Target Date Retirement Fund Class R-2 (RBHTX)
- American Funds 2040 Trgt Date Retire R3 (RCKTX)
Open American Funds 2040 Trgt Date Retire R5 (REGTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.