REETX Mutual Fund
REETX Mutual Fund
American Funds 2030 Target Date Retirement Fund CLASS R5
REETX Mutual Fund Overview
REETX Mutual Fund (American Funds 2030 Target Date Retirement Fund CLASS R5) is managed by American Funds with $770.3M in net assets. REETX expense ratio is 0.38%, holding 25 positions across sectors including Unknown. Inception date: 2007-02-01.
REETX performance shows a YTD return of 5.22%. The 1-year return is 13.05% and the 5-year return is 6.72%. REETX dividend yield stands at 6.15%, paid annually.
REETX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), Bond Fund Of America (The) R6 (Bfa Cl R6) (7.6%), American Mutual Fund Class R-6 (6.8%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (6.7%), American Funds Inflation Linked Bond R6 (ilbf Cl R6) (5.9%). View all REETX holdings, sector breakdown, or dividend history.
REETX can be compared against other funds using the overlap calculator or side-by-side comparison tool. REETX alternatives are available via the screener, along with tax-loss harvesting opportunities.