| 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 |
Expense Ratio Rating
6 /10
Expense Rating
6 /10
Market Score
9 /10
Category Score
5 /10
Market Size
9 /10
$AAGTX Alternatives
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 »