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FBGTX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

American Funds 2040 Trgt Date Retire F2 (FBGTX) Ownership - Who owns American Funds 2040 Trgt Date Retire F2?

Profile

Category
Target-Date 2040
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com

Details

Group
Balanced Funds
Category
Target Date 2036-2040
Total Expense Ratio
N/A
Min. Initial Investment
250.00
Fund Existence
almost 11 years
Turnover
1.00
Front Load
N/A
Net Assets
46235263000.00
Manager Tenure
N/A

Fundamentals

FBGTX
Net Assets
46.2B
Fund Existence
almost 11 years
Turnover
1.00
Total Expense Ratio
N/A
Front Load
N/A
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
N/A
Assets in Top Ten Holdings
25.5B
Average Credit Quality
N/A
Average Effective Duration
4.74
Average Effective Maturity
7.07
Fund of Funds
No
Fund Share Class Net Assets
258M
Fund Type
OpenEnd
Index Fund
No
Management Fee
N/A
Modified Duration
5.46
No Load Fund
No
Number of Long Holdings
21.00
Number of Net Holdings
N/A
Number of Short Holdings
1.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
N/A
Gain YTD
17.886
Annual Yield % from dividends
1.57
Returns for 1 year
18.03
Returns for 3 years
6.40
Returns for 5 years
33.25
Returns for 10 years
68.13
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2040
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com