AAGTX Mutual Fund
AAGTX Mutual Fund
AAGTX Mutual Fund
American Funds 2040 Target Date Retirement Fund Class A
AAGTX Mutual Fund Overview
AAGTX Mutual Fund (American Funds 2040 Target Date Retirement Fund Class A) is managed by American Funds. AAGTX expense ratio is 0.68%, holding 26 positions across various sectors. Inception date: 2007-02-01.
AAGTX performance shows a YTD return of 7.31%. The 1-year return is 16.12% and the 5-year return is 8.53%. AAGTX dividend yield stands at 5.43%, paid annually.
AAGTX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Mutual Fund Class R-6 (7.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (7.0%), American Funds Fundamental Investors (6.8%), Growth Fund Of America (the) R6 (gfa Cl R6) (6.7%). Go to all AAGTX holdings, AAGTX sectors, or AAGTX dividends.
AAGTX can be compared against other funds. Use AAGTX overlap to find shared positions, or AAGTX vs another fund for a side-by-side view. AAGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.