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American Funds 2040 Trgt Date Retire A (AAGTX)

12.78 Up 0.09(0.71%) Apr 22
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Prev Close:12.78
YTD Return*:1.51%
Net Assets*:2.07B
Yield*:1.21%

* As of 31-Mar-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for AAGTX at this time.

Top Holdings

Symbol% AssetsYTD Return %
American Funds Washington Mutual R68.77N/A
American Funds Invmt Co of Amer R68.77N/A
American Funds American Mutual R67.77N/A
American Funds Fundamental Invs R67.70N/A
American Funds New Perspective R66.99N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:2.07B
Category:Target Date 2036-2040
Annual Report Expense Ratio (net):0.36%

Performance & Risk

YTD Return:1.51%
5y Avg Return:18.29%
Rank in Category (ytd):35
% Rank in Category (ytd):14.77%
Beta (3y):1.37
Morningstar Risk Rating:1

Fund Summary

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
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