American Funds 2040 Trgt Date Retire R5 (REGTX)
American Funds 2040 Trgt Date Retire R5 operates in the Asset Management industry of the Financial Services sector, headquartered in Los Angeles, CA, US. The stock last traded at $25.75, up 0.16% on the session, giving a market capitalisation of $54.20B. Its beta of 1.12 implies it has historically moved more than the broad market.
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.
American Funds 2040 Trgt Date Retire R5 is most often compared with the following Financial Services names: