American Funds Trgt Date Ret 2040 A Fund (AAGTX)

Fund performance review and position details on American Funds Trgt Date Ret 2040 A Fund (AAGTX)

American Funds Trgt Date Ret 2040 A Fund (AAGTX) Fund Statistics (January 31, 2010)

Category: Target Date 2036-2040
Net Asset: $162.74M
Yield: 1.79%
Year-to-Date Return: -3.64%
Morningstar rating: 0

American Funds Trgt Date Ret 2040 A Fund (AAGTX) Cost

Initial Investment: $250
Total Expense Ratio (Target Date 2036-2040 average): 0.81% (0.64%)
Max Front End Sales Load: 5.75%
Max Back End Sales Load: %
Annual Holdings Turnover: 1.00%

American Funds Trgt Date Ret 2040 A Fund (AAGTX) Performance

1-month Performance (Target Date 2036-2040 category average): -3.64% (-3.59%)
3-month Performance (Target Date 2036-2040 category average): 3.13% (3.03%)
1 Year Performance (Target Date 2036-2040 category average): 36.33% (36.44%)
3 Year Performance (Target Date 2036-2040 category average): 0% (-6.79%)
5 Year Performance (Target Date 2036-2040 category average): 0% (0.75%)
Best 3 year performance: 0
Worst 3 year performance: 0
Number of Years of positive return: 1 years
Number of Years of negative return: 1 years
3 year Alpha (Target Date 2036-2040 category average): 0 (-5.8)
3 year Beta (Target Date 2036-2040 category average): 0 (1.53)
3 year Sharpe Ratio: 0
3 year Treynor: 0

Most Recent Top 10 Stock Holdings in American Funds Trgt Date Ret 2040 A Fund (AAGTX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock	Weighting	Price change (15 mins delay)
American Funds Washington Mutual R6	9%	N/A
American Funds Invmt Co of Amer R6	9%	N/A
American Funds American Mutual R6	8%	N/A
American Funds Fundamental Invs R6	8%	N/A
American Funds SMALLCAP World R6	7.01%	N/A
American Funds Capital World G/I R6	7%	N/A
American Funds New Perspective R6	7%	N/A
American Funds Growth Fund of Amer R6	6.98%	N/A
American Funds AMCAP R6	6.98%	N/A
American Funds US Government Sec R6	5.01%	N/A

*Note: The price change will reset to 0 after the midnight

American Funds Trgt Date Ret 2040 A Fund (AAGTX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector	Weighting
Hardware	7.45%
Software	5.31%
Media	2.04%
Telecommunications	8.90%
Consumer services	6.66%
Business Services	5.73%
Financial Services	12.42%
Healthcare	11.49%
Utilities	4.96%
Consumer goods	12.33%
Energy	10.19%
Industrial materials	12.52%

American Funds Trgt Date Ret 2040 A Fund (AAGTX) Fund Portfolio Allocation for 09/2009

Stock	82.03%
Bond	11.05%
Cash	6.57%
Other	0.34%

Interested in other top mutual funds in similar Target Date 2036-2040 category?

Below are some additional Target Date 2036-2040 mutual funds generated out of our database

Related books and products to American Funds Trgt Date Ret 2040 A Fund (AAGTX)

Other Financial Data Web Sites on American Funds Trgt Date Ret 2040 A Fund (AAGTX)

Addition research sites for American Funds Trgt Date Ret 2040 A Fund (AAGTX)

• U.S. Securities and Exchange Commission Filing on American Funds Trgt Date Ret 2040 A Fund (AAGTX)
• Google Finance page on American Funds Trgt Date Ret 2040 A Fund (AAGTX)
• Morningstar page on American Funds Trgt Date Ret 2040 A Fund (AAGTX)
• Yahoo Finance page on American Funds Trgt Date Ret 2040 A Fund (AAGTX)
• MSN MoneyCentral Finance page on American Funds Trgt Date Ret 2040 A Fund (AAGTX)
• Reuters Finance page on American Funds Trgt Date Ret 2040 A Fund (AAGTX)

Message Boards or Discussion Forum on American Funds Trgt Date Ret 2040 A Fund (AAGTX)

Addition discussions on American Funds Trgt Date Ret 2040 A Fund (AAGTX)

• Yahoo Message Board on American Funds Trgt Date Ret 2040 A Fund (AAGTX)

Books and Resources

See more information on American Funds Trgt Date Ret 2040 A Fund (AAGTX)

• American Funds Trgt Date Ret 2040 A Fund Insights
• American Funds Trgt Date Ret 2040 A Fund Performance Data
• American Funds Trgt Date Ret 2040 A Fund News
• American Funds Trgt Date Ret 2040 A Fund Score Explaination
• American Funds Trgt Date Ret 2040 A Fund Manager Information
• Historic American Funds Trgt Date Ret 2040 A Fund Asset Allocation Report
• Historic American Funds Trgt Date Ret 2040 A Fund Top 10 Holding Tracking
• Historic American Funds Trgt Date Ret 2040 A Fund Asset Under Management Tracking