AAGTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds 2040 Trgt Date Retire A (AAGTX) Ownership - Who owns American Funds 2040 Trgt Date Retire A?

The investment seeks growth, income and conservation of capital... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

AAGTX

Net Assets

43.6B

Fund Existence

about 18 years

Turnover

6.00

Total Expense Ratio

0.68

Front Load

5.75%

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2040

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.68

Assets in Top Ten Holdings

25.5B

Average Credit Quality

Average Effective Duration

4.81

Average Effective Maturity

7.45

Fund of Funds

Yes

Fund Share Class Net Assets

3.57B

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

5.50

No Load Fund

Number of Long Holdings

21.00

Number of Net Holdings

22.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.35

Weighting Top Ten Holdings

66.99%

Gain YTD

-0.881

Annual Yield % from dividends

1.29

Returns for 1 year

6.96

Returns for 3 years

16.83

Returns for 5 years

45.31

Returns for 10 years

54.62

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Fundamentals

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