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    American Funds 2040 Trgt Date Retire B (BBGTX)

    13.22 Down 0.04(0.30%) Mar 4
    Prev Close:13.22
    YTD Return*:3.19%
    Net Assets*:3.08B

    * As of 28-Feb-15

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


    • No Headlines available for BBGTX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Washington Mutual R68.00N/A
    American Funds Invmt Co of Amer R68.00N/A
    American Funds SMALLCAP World R67.00N/A
    American Funds New Perspective R67.00N/A
    American Funds Growth Fund of Amer R67.00N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:3.08B
    Category:Target Date 2036-2040
    Annual Report Expense Ratio (net):1.08%

    Performance & Risk

    YTD Return:3.19%
    5y Avg Return:11.75%
    Rank in Category (ytd):80
    % Rank in Category (ytd):31.13%
    Beta (3y):1.33
    Morningstar Risk Rating:2

    Fund Summary

    The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its 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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