FBGTX Mutual Fund
FBGTX Mutual Fund
FBGTX Mutual Fund
American Funds 2040 Target Date Retirement Fund Class F-2
FBGTX Mutual Fund Overview
FBGTX Mutual Fund (American Funds 2040 Target Date Retirement Fund Class F-2) is managed by American Funds with $64.5M in net assets. FBGTX expense ratio is 0.44%, holding 26 positions across various sectors. Inception date: 2014-02-21.
FBGTX performance shows a YTD return of 7.44%. The 1-year return is 16.37% and the 5-year return is 8.79%. FBGTX dividend yield stands at 5.64%, paid annually.
FBGTX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Mutual Fund Class R-6 (7.0%), 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 FBGTX holdings, FBGTX sectors, or FBGTX dividends.
FBGTX can be compared against other funds. Use FBGTX overlap to find shared positions, or FBGTX vs another fund for a side-by-side view. FBGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.