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American Funds 2040 Target Date Retirement Fund® Class A

American Funds 2040 Target Date Retirement Fund® Class A

AAGTX · NMFQS
AAGTX · NMFQS
22.50
USD0.070.31%
American Funds 2040 Target Date Retirement Fund® Class A
AAGTX
22.50
USD0.070.31%

Sector weight

Sector
Equity %
Category Average
Technology
22.11%
22.61%
Financial Services
14.14%
17.50%
Healthcare
13.87%
10.77%
Industrials
13.76%
11.12%
Consumer Cyclical
10.43%
10.47%
Communication Services
8.27%
7.67%
Consumer Defensive
6.83%
5.66%
Energy
3.34%
4.07%
Basic Materials
3.25%
3.66%
Utilities
2.42%
2.77%
Government
2.42%
35.62%
Municipal
2.42%
0.25%
Corporate
2.42%
24.04%
Securitized
2.42%
24.76%
Cash and Equivalents
2.42%
12.34%
Derivative
2.42%
3.00%
Real Estate
1.60%
3.72%

World Regions

Region
Equity %
Category Average
North America
67.69%
68.30%
Europe Developed
10.92%
12.06%
Japan
5.63%
4.77%
Asia Emerging
5.27%
4.61%
Asia Developed
3.35%
3.21%
United Kingdom
3.15%
3.91%
Australasia
1.62%
1.21%
Africa/Middle East
1.27%
0.85%
Latin America
0.84%
0.89%
Europe Emerging
0.26%
0.18%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
132.19K USD
113.32K USD
79.13K USD
Giant
34.18%
30.02%
28.79%
Large
27.12%
21.31%
21.77%
Medium
13.22%
12.74%
17.77%
Small
3.58%
3.91%
6.38%
Micro
0.55%
1.12%
1.47%

Valuation and Growth

Growth Rates
AAGTX.US
Category Average
Price/Prospective Earnings
18.61%
17.19%
Price/Cash Flow
11.86%
10.83%
Price/Book
3.32%
2.57%
Price/Sales
2.46%
1.93%
Dividend Yield
1.93%
2.17%
Valuation Rates
AAGTX.US
Category Average
Long-Term Earnings
10.84%
9.66%
Sales Growth
7.26%
5.77%
Book-Value Growth
7.21%
6.94%
Cash-Flow Growth
7.16%
5.32%
Historical Earnings
1.25%
0.83%

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