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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
20.31
USD0.080.40%
American Funds 2040 Target Date Retirement Fund® Class A
AAGTX
20.31
USD0.080.40%

Sector weight

Sector
Equity %
Category Average
Technology
23.54%
24.77%
Healthcare
14.09%
10.40%
Industrials
13.76%
10.93%
Financial Services
12.74%
16.33%
Consumer Cyclical
10.26%
11.07%
Communication Services
8.20%
7.70%
Consumer Defensive
6.21%
5.28%
Energy
3.43%
3.84%
Basic Materials
3.41%
3.52%
Utilities
2.73%
2.76%
Government
2.73%
35.04%
Municipal
2.73%
0.25%
Corporate
2.73%
23.27%
Securitized
2.73%
24.54%
Cash and Equivalents
2.73%
14.50%
Derivative
2.73%
2.40%
Real Estate
1.63%
3.39%

World Regions

Region
Equity %
Category Average
North America
67.41%
69.77%
Europe Developed
11.16%
11.22%
Japan
5.64%
4.78%
Asia Emerging
5.01%
4.21%
Asia Developed
3.59%
3.39%
United Kingdom
3.27%
3.65%
Australasia
1.67%
1.25%
Africa/Middle East
1.27%
0.80%
Latin America
0.76%
0.80%
Europe Emerging
0.23%
0.13%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
133.18K USD
128.39K USD
83.45K USD
Giant
32.96%
30.11%
28.56%
Large
28.36%
21.25%
22.00%
Medium
14.70%
12.75%
17.79%
Small
3.68%
3.90%
6.28%
Micro
0.46%
1.06%
1.44%

Valuation and Growth

Growth Rates
AAGTX.US
Category Average
Price/Prospective Earnings
18.80%
18.45%
Price/Cash Flow
12.26%
12.25%
Price/Book
3.44%
2.83%
Price/Sales
2.37%
2.10%
Dividend Yield
1.89%
1.98%
Valuation Rates
AAGTX.US
Category Average
Long-Term Earnings
11.12%
10.18%
Cash-Flow Growth
7.82%
5.53%
Historical Earnings
7.24%
6.14%
Sales Growth
5.15%
5.82%
Book-Value Growth
0.42%
6.87%

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