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 27 positions across various sectors. Inception date: 2007-02-01.
AAGTX performance shows a YTD return of 6.66%. The 1-year return is 10.49% and the 5-year return is 8.36%. AAGTX dividend yield stands at 0.87%.
AAGTX top holdings include American Balanced Fund (8.0%), Capital World Growth and Income Fund (7.1%), American Mutual Fund (6.9%), The Growth Fund Of America (6.7%), Amcap Fund (6.6%). 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.