American Funds T2040;R-5 (REGTX.O)

At A Glance

You hold REGTX.O in 0 portfolios

Net Asset Value

13.34USD

 0.01 +0.08%

07/30/2014

Category
Mixed Equity
YTD Return (Cumulative)
 5.71%
Classification
Mixed-Asset Target 2040
5 Year Return (Annualized)
 15.94%
Manager Benchmark
Lipper M-A Tgt 2040 IX
Lipper Leader Profile (Overall)
 
 
 
 
 

Growth of $10,000 since January, 2007 »

 REGTX.O

The Growth of $10,000 chart includes reinvestment of dividends and capital gains, but does not reflect the effect of any applicable sales or redemption charges which would lower these figures.

Fund Profile

Fund Family
Inception Date02/01/2007
Portfolio Turnover2%
Dividend Yield--
Fund ManagerTeam Managed
Manager Tenure--
American Funds
333 South Hope Street
Los Angeles, CA 90071-1406

Fees, Expenses, & Minimums

Load TypeInstitutional
Total Expense Ratio0.07%
Max 12b-1 Fee Ratio--
Early Redemption Fee--
Initial Investment--
Subsequent Investments--
Initial IRA Investments--
Subsequent IRA Investments--

Investment Strategy

The Fund seeks to provide for investors that plan to retire in 2040. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. Each Fund will attempt to achieve its investment objectives by investing in a mix of American Funds.

Overall Lipper Leaders Ratings & Fund Profile »

Similar
Rating/
Category
Total Return
 
161
Consistent Return
 
161
Capital Preservation
 
3502
Low Expense
 
88
Tax Efficiency (U.S. only)
 
161

About the ratings...

Total Return reflects the fund's historical total return performance relative to its peers. Consistent Return reflects the funds's historical risk-adjusted returns relative to its peers. The Capital Preservation is relative, rather that absolute...More »

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