American Funds 2040 Trgt Date Retire A (AAGTX)
* As of 31-Mar-14
Quotes delayed, except where indicated otherwise. Currency in USD.
- No Headlines available for AAGTX at this time.
|Symbol||% Assets||YTD Return %|
|American Funds Washington Mutual R6||8.77||N/A|
|American Funds Invmt Co of Amer R6||8.77||N/A|
|American Funds American Mutual R6||7.77||N/A|
|American Funds Fundamental Invs R6||7.70||N/A|
|American Funds New Perspective R6||6.99||N/A|
|Morningstar Overall Rating:|
|Category:||Target Date 2036-2040|
|Annual Report Expense Ratio (net):||0.36%|
Performance & Risk
|5y Avg Return:||18.29%|
|Rank in Category (ytd):||35|
|% Rank in Category (ytd):||14.77%|
|Morningstar Risk Rating:||1|
The investment seeks growth, income and conservation of capital.
The fund normally invests a greater portion of assets in bond, equity-income and balanced funds as it approaches and passes its target date. It 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 such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives. View More