American Funds 2040 Target Date Retirement Fund Class A (AAGTX) Research
The fund utilizes a dynamic asset allocation strategy, gradually shifting its portfolio to hold a larger proportion of its assets in less volatile options such as fixed income, equity-income, and balanced funds as it nears and then passes its specific target retirement year. To achieve its goals, the fund's advisor builds its portfolio by investing in a diverse selection of underlying American Funds, employing distinct combinations and proportional weightings. These underlying components represent a wide range of investment approaches, including growth, growth-and-income, equity-income, balanced, and fixed income funds, each chosen for their unique objectives and strategic contributions.
Market snapshot
- Symbol
- AAGTX
- Price
- $25.01
- Day change
- +0.89%
- Market cap
- $54.4B
- 52-week range
- 21.72-25.06
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Funds 2045 Trgt Date Retire A (AAHTX)
- American Funds 2030 Target Date Retirement Fd Cl F-1 (FAETX)
- American Funds 2035 Target Date Retirement Fd Cl F-1 (FAQTX)
- American Funds 2045 Target Date Retirement Fd Cl F-1 (FATTX)
- American Funds 2040 Target Date Retirement Fd Cl F-1 (FAUTX)
- American Funds 2045 Target Date Retirement Fund Class R-2 (RBHTX)
- American Funds 2040 Trgt Date Retire R3 (RCKTX)
- American Funds 2040 Trgt Date Retire R5 (REGTX)
Open American Funds 2040 Target Date Retirement Fund Class A (AAGTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.