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Financial Services

American Funds 2040 Trgt Date Retire R5(REGTX)

Fund

Live Price

Offline

$25.35

+0.88% today

1Y Change

+15.14%

Window

Jun 20, 2025 โ†’ Jun 1, 2026

Market Cap
$49.86B
Dividend Yield
0.0%
50-Day Avg
โ€”
Exchange
NASDAQ

Coverage: 237 bars ยท Jun 20, 2025 โ†’ Jun 1, 2026

Research Briefing

A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.

Decision context

Research Snapshot

American Funds 2040 Trgt Date Retire R5 (REGTX) is a fund with a market cap of $49.86B and listed on NASDAQ. The fund last traded around $25.35 and up 15.1% across the available one-year price window (Jun 20, 2025 โ†’ Jun 1, 2026). Stock Foundry combines REGTX price history, analyst forecasts, news, related Financial Services peers on this page.

Benchmark Comparison

Normalized Performance vs SPY

Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.

1Y shared range

REGTX

โ€”

Normalized return

SPY

โ€”

S&P 500

Excess Return

โ€”

Relative to SPY

REGTX Max Drawdown

-10.54%

Trailing 1Y

SPY Max Drawdown

โ€”

Trailing 1Y

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Calendar-Year Returns

Uses the longest available daily history for REGTX and SPY.

Calendar-year return history is still loading or unavailable.

REGTX Dividend History

Powered by FMP stock_dividend. Includes historical ex-dates, pay dates, and payout amounts.

Annual

Dividend Yield

No active yield

Trailing 12M Payout

$1.43

Last Payout

$1.43
Ex: Dec 24, 2025 ยท Pay: Dec 26, 2025
Ex-DateRecordPayDividendAdjFrequency
Dec 24, 2025Dec 24, 2025Dec 26, 2025$1.43$1.43Annual
Dec 26, 2024Dec 26, 2024Dec 27, 2024$0.77$0.77Annual
Dec 22, 2023Dec 22, 2023Dec 26, 2023$0.51$0.51Annual
Dec 23, 2022Dec 23, 2022Dec 27, 2022$1.06$1.06Annual
Dec 27, 2021Dec 27, 2021Dec 28, 2021$1.07$1.07Annual
Dec 28, 2020Dec 28, 2020Dec 29, 2020$0.65$0.65Annual
Dec 30, 2019Dec 30, 2019Dec 31, 2019$0.74$0.74Annual
Dec 28, 2018Dec 28, 2018Dec 31, 2018$0.71$0.71Annual
Dec 28, 2017Dec 28, 2017Dec 29, 2017$0.40$0.40Annual
Dec 29, 2016Dec 29, 2016Dec 30, 2016$0.49$0.49Annual
Dec 30, 2015Dec 30, 2015Dec 31, 2015$0.66$0.66Annual
Dec 30, 2014Dec 30, 2014Dec 31, 2014$0.54$0.54Annual
Dec 30, 2013Dec 30, 2013Dec 31, 2013$0.30$0.30Annual
Dec 28, 2012Dec 28, 2012Dec 31, 2012$0.28$0.28Annual
Dec 29, 2011Dec 29, 2011โ€”$0.22$0.22Annual
Dec 29, 2010Dec 29, 2010โ€”$0.22$0.22Special
Apr 30, 2010โ€”โ€”$0.04$0.04Special
Dec 29, 2009Dec 29, 2009โ€”$0.20$0.20Annual
Dec 29, 2008Dec 29, 2008โ€”$0.33$0.33Annual
Dec 27, 2007Dec 27, 2007โ€”$0.16$0.16Irregular
No upcoming dividends in the next 90 days

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