AAGTX : American Funds 2040 Target Date Retirement Fund® Class A

AAGTX is a Allocation Market Target-Date with MODERATE fees.

AAGTX

American Funds 2040 Target Date Retirement Fund® Class A

FI Score

72 /100

Expense Ratio Rating

6 /10

Expense Rating

6 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

72% FI Score
  • aagtx
  • Mutual Fund
  • Allocation
  • Target-Date

American Funds 2040 Target Date Retirement Fund® Class A

Expenses: 0.36% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Fund Summary

The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives.

Largest Holdings

Amount Holding
8.00% American Funds Washington Mutual R6
7.04% American Funds Invmt Co of Amer R6
7.01% American Funds New Perspective R6
6.99% American Funds AMCAP R6
6.99% American Funds Growth Fund of Amer R6
6.89% American Funds SMALLCAP World R6
6.02% American Funds American Mutual R6
6.01% American Funds Fundamental Invs R6
6.00% American Funds Global Balanced R6
5.99% American Funds American Balanced R6
5.13% American Funds US Government Sec R6
5.01% American Funds Capital World Gr&Inc R6
4.00% American Funds Capital Income Bldr R6
3.99% American Funds Income Fund of Amer R6
3.98% American Funds Europacific Growth R6
3.95% American Funds New Economy R6
3.92% American Funds New World R6
2.99% American Funds Intl Gr and Inc R6
0.10% American Funds Inflation Linked Bd R6

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