Nasdaq - Delayed Quote USD
American Funds 2040 Trgt Date Retire A (AAGTX)
21.47
+0.01
+(0.05%)
At close: May 30 at 8:04:04 PM EDT
Investment Information
- Min Initial Investment
- 250
- Min Initial Investment, IRA
- 0.25
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- Schwab Institutional
- JPMorgan
- TD Ameritrade Trust Company
- CommonWealth PPS
- Fidelity Institutional FundsNetwork
- Raymond James
- CommonWealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation FRIAG
- Scottrade TF
- Fidelity Advisor 401(k) I Shares
- Matrix Financial Solutions
- ADP Access
- Mid Atlantic Capital Group
- JP MORGAN NO-LOAD TRANSACTION FEE
- ADP Access Open Fund Architecture
- DailyAccess Corporation Mid-Atlantic
- DailyAccess Corporation Matrix
- DailyAccess Corporation MATC
- Schwab All (Retail, Instl, Retirement)
- Schwab Retirement Only
- Pershing Retirement Plan Network
- Mid Atlantic Clearing and Settlement
Fund Summary
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
Fund Overview
| Category | Target-Date 2040 |
| Fund Family | American Funds |
| Net Assets | 43.89B |
| YTD Return | -0.05% |
| Yield | 1.28% |
| Morningstar Rating | |
| Inception Date | Nov 20, 2015 |
Performance & Risk
| YTD Return | 5.14% |
| 5y Average Return | 11.10% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.10 |
| Morningstar Risk Rating |
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