REGTX Mutual Fund (American Funds 2040 Target Date Retirement Fund CLASS R5) is managed by American Funds with $573.8M in net assets. REGTX expense ratio is 0.41%, holding 26 positions across sectors including Unknown. Inception date: 2007-02-01.

REGTX performance shows a YTD return of 8.63%. The 1-year return is 18.49% and the 5-year return is 9.02%. REGTX dividend yield stands at 5.61%, paid annually.

REGTX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (7.1%), American Mutual Fund Class R-6 (7.0%), American Funds Fundamental Investors (6.7%), Amcap Fund R6 (6.7%). View all REGTX holdings, sector breakdown, or dividend history.

REGTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. REGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.