RHGTX Mutual Fund
RHGTX Mutual Fund
American Funds 2040 Target Date Retirement Fund Class R-5E
RHGTX Mutual Fund Overview
RHGTX Mutual Fund (American Funds 2040 Target Date Retirement Fund Class R-5E) is managed by American Funds with $598.4M in net assets. RHGTX expense ratio is 0.50%, holding 26 positions across sectors including Unknown. Inception date: 2015-11-20.
RHGTX performance shows a YTD return of 8.64%. The 1-year return is 18.40% and the 5-year return is 9.26%. RHGTX dividend yield stands at 5.61%, paid annually.
RHGTX 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 R6 (amf Cl R6) (7.0%), American Funds Fundamental Investors Class R-6 (6.7%), Amcap Fund R6 (6.7%). View all RHGTX holdings, sector breakdown, or dividend history.
RHGTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. RHGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.