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American Funds 2040 Trgt Date Retire A (AAGTX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds 2040 Trgt Date Retire A (AAGTX) Fund

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Graph of American Funds 2040 Trgt Date Retire A Fund (AAGTX) ManagerFund Manager - John H. Smet

Fund Manager Information

Fund Manager Tenure: 13.4 years
Fund Family: American Funds
Fund Category: Target-Date 2040
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of American Funds 2040 Trgt Date Retire A Fund (AAGTX) ProfileAmerican Funds 2040 Trgt Date Retire A Fund (AAGTX) Profile

Fund Profile and Description

American Funds 2040 Trgt Date Retire A Fund seeks growth, income and conservation of capital. American Funds 2040 Trgt Date Retire A Fund normally invests greater portion of assets in bond, equity-income and balanced funds as it approaches and passes its target date. It attempts to achieve its objectives by investing in a mix of American funds.

 

American Funds 2040 Trgt Date Retire A (AAGTX) Fund Strength What we like about American Funds 2040 Trgt Date Retire A (AAGTX) Fund

Data for American Funds 2040 Trgt Date Retire A Fund (AAGTX) as of May 30, 2016

  • American Funds 2040 Trgt Date Retire A Fund (AAGTX) management has been with American Funds 2040 Trgt Date Retire A Fund for 13.4 years
  • American Funds 2040 Trgt Date Retire A Fund (AAGTX) has good short-term performance (1-year return -1.91% vs -3.60% Target-Date 2040 category median performance)
  • American Funds 2040 Trgt Date Retire A Fund (AAGTX) has good mid-term performance (3-year return 7.53% vs 5.77% Target-Date 2040 category median performance)
  • American Funds 2040 Trgt Date Retire A Fund (AAGTX) has good Long-term performance (5-year return 8.04% vs 6.00% Target-Date 2040 category median performance)
  • American Funds 2040 Trgt Date Retire A Fund (AAGTX) ratio of up-years vs down years is greater than 2
  • American Funds 2040 Trgt Date Retire A Fund (AAGTX) has a Morningstar rating of 4 and above
  • Asset base in American Funds 2040 Trgt Date Retire A Fund (AAGTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds 2040 Trgt Date Retire A Fund (AAGTX) has an annual stock turnover rate of 5.00% vs Target-Date 2040 average of 28.54%. It is good that American Funds 2040 Trgt Date Retire A management does not trade extensively for its return.
  • American Funds 2040 Trgt Date Retire A Fund (AAGTX) has a lower expense ratio than its Target-Date 2040 average: 0.34% vs 0.43%

American Funds 2040 Trgt Date Retire A Fund (AAGTX) Weakness What we are cautious about American Funds 2040 Trgt Date Retire A (AAGTX) Fund

Data for American Funds 2040 Trgt Date Retire A Fund (AAGTX) as of May 30, 2016

  • American Funds 2040 Trgt Date Retire A Fund (AAGTX) is more volatile than its peers as it has a 3-year Standard Deviation of 10.06 that is higher than category average of 10.02
  • American Funds 2040 Trgt Date Retire A Fund (AAGTX) carries a 5.75% load
See American Funds 2040 Trgt Date Retire A Fund (AAGTX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds 2040 Trgt Date Retire A Fund (AAGTX)Compare with other top Target-Date 2040 category mutual funds

Aadditional top Target-Date 2040 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds 2040 Trgt Date Retire A2.60-1.917.538.04
Madison Target Retirement 2040 R6 (MFRRX)3.52-0.936.697.09Compare
Deutsche LifeCompass 2040 S (TGTSX)-3.82-1.858.037.94Compare
MFS Lifetime 2040 I (MLFIX)3.90-1.026.867.14Compare

See top fund managers for Target-Date 2040 Category Funds

 

Graph of American Funds 2040 Trgt Date Retire A Fund (AAGTX) Net Asset TrackingAmerican Funds 2040 Trgt Date Retire A (AAGTX) Fund Net Asset

Track net asset change of American Funds 2040 Trgt Date Retire A fund (AAGTX)

DateNet Asset
05/2016$4.71B
03/2016$4.15B
02/2016$3.82B
More historic net asset information on American Funds 2040 Trgt Date Retire A Fund (AAGTX)

  

Graph of American Funds 2040 Trgt Date Retire A Fund (AAGTX) Portfolio TrackingAmerican Funds 2040 Trgt Date Retire A (AAGTX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds 2040 Trgt Date Retire A fund (AAGTX)

DateCashStockBondOther
03/20164.83%82.18%9.83%3.01%
12/20155.39%81.84%9.81%2.88%
09/20155.51%82.52%9%2.89%
Click here to see more historic asset allocation information on American Funds 2040 Trgt Date Retire A Fund (AAGTX)

 

graph of American Funds 2040 Trgt Date Retire A Fund (AAGTX) Top 10 Position TrackingTop 10 Holdings in American Funds 2040 Trgt Date Retire A (AAGTX) Fund

Discover what American Funds 2040 Trgt Date Retire A Fund (AAGTX) manager is buying

Mar 30, 2016
American Funds Washington Mutual R6 [8%]
American Funds Invmt Co of Amer R6 [7.75%]
American Funds SMALLCAP World R6 [7.05%]
American Funds New Perspective R6 [6.99%]
American Funds Growth Fund of Amer R6 [6.99%]
American Funds AMCAP R6 [6.98%]
American Funds Fundamental Invs R6 [6.75%]
American Funds American Mutual R6 [6.75%]
American Funds American Balanced R6 [6%]
American Funds Capital World Gr&Inc R6 [5.75%]

Dec 30, 2015
American Funds Washington Mutual R6 [8%]
American Funds Invmt Co of Amer R6 [7.8%]
American Funds SMALLCAP World R6 [7%]
American Funds New Perspective R6 [7%]
American Funds Growth Fund of Amer R6 [7%]
American Funds AMCAP R6 [7%]
American Funds Fundamental Invs R6 [6.8%]
American Funds American Mutual R6 [6.8%]
American Funds American Balanced R6 [6%]
American Funds Capital World Gr&Inc R6 [5.8%]

Sep 29, 2015
American Funds Washington Mutual R6 [8.06%]
American Funds Invmt Co of Amer R6 [7.78%]
American Funds New Perspective R6 [6.96%]
American Funds Growth Fund of Amer R6 [6.94%]
American Funds AMCAP R6 [6.94%]
American Funds SMALLCAP World R6 [6.91%]
American Funds American Mutual R6 [6.86%]
American Funds Fundamental Invs R6 [6.84%]
American Funds American Balanced R6 [6.09%]
American Funds Capital World Gr&Inc R6 [5.8%]
Click here for Stock Holding Change Map in American Funds 2040 Trgt Date Retire A Fund (AAGTX)

  

Latest News on American Funds 2040 Trgt Date Retire A (AAGTX) Fund

See what is happening with American Funds 2040 Trgt Date Retire A Fund (AAGTX)

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American Funds 2040 Trgt Date Retire A Fund (AAGTX) Related ResourcesSee more information on American Funds 2040 Trgt Date Retire A (AAGTX) Fund

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