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Nasdaq - Delayed Quote USD

American Funds 2040 Trgt Date Retire F3 (FCGTX)

19.59
-0.22
(-1.11%)
As of 8:05:42 AM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -4.25%
5y Average Return 11.23%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 16, 2025) 24.42%
Worst 1Y Total Return (Apr 16, 2025) --
Best 3Y Total Return 24.42%
Worst 3Y Total Return 4.12%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
FCGTX
Category
YTD
-0.73%
10.80%
1-Month
-3.52%
1.06%
3-Month
-0.73%
6.14%
1-Year
6.27%
33.59%
3-Year
6.37%
12.99%
5-Year
13.39%
12.87%
10-Year
9.00%
9.72%
Last Bull Market
13.43%
19.05%
Last Bear Market
-13.84%
-17.54%

Annual Total Return (%) History

Year
FCGTX
Category
2025
--
--
2024
14.75%
--
2023
19.35%
--
2022
-17.57%
--
2021
16.84%
--
2020
18.78%
14.56%
2019
24.42%
23.19%
2018
-5.54%
-7.74%

2017
--
19.52%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.73% -- -- --
2024 7.19% 1.71% 6.25% -0.94%
2023 5.71% 5.16% -3.50% 11.25%
2022 -6.88% -13.84% -5.56% 8.78%
2021 3.98% 6.36% -0.49% 6.16%
2020 -17.03% 18.51% 6.90% 12.99%
2019 11.23% 3.23% -0.13% 8.50%
2018 0.39% 1.83% 3.15% -10.43%
2017 3.89% 5.01% 4.99% --

Rank in Category (By Total Return)

YTD 87
1-Month 94
3-Month 87
1-Year 24
3-Year 3
5-Year 16

Load Adjusted Returns

1-Year 6.27%
3-Year 6.37%
5-Year 13.39%
10-Year 9.00%

Performance & Risk

YTD Return -4.25%
5y Average Return 11.23%
Rank in Category (ytd) 87
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.12
Morningstar Risk Rating

Fund Overview

Category Target-Date 2040
Fund Family American Funds
Net Assets 43.67B
YTD Return -0.73%
Yield 1.60%
Morningstar Rating
Inception Date Feb 01, 2007

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.

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