By continuing, you agree to the Terms of Service.
This website uses cookies to enhance your browsing experience. Learn More.
Essential Cookies
Optional Cookies
Login
Logo for Fund American Funds 2040 Target Date Retirement Fund Class A

American Funds 2040 Target Date Retirement Fund Class A (AAGTX)

NASDAQ Currency in USD
$63.00
-$0.52
-0.82%
Last Update: 18 Jul 2026, 05:23
Assets Under Management
Expense Ratio
2.17%
Forward Dividend Yield
$43.70-$87.43
52 Week Range

AAGTX Price Chart

Explore American Funds 2040 Target Date Retirement Fund Class A interactive price chart. Choose custom timeframes to analyze AAGTX price movements and trends.

AAGTX Fund Profile

Key details and information about American Funds 2040 Target Date Retirement Fund Class A (AAGTX).

Sector Focus

Financial Services

Industry

Asset Management

Inception Date

2 Feb 2007

Country

US

Description

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.

AAGTX Fund Performance

View AAGTX with an interactive analytics dashboard featuring price and candlestick charts, key metrics, holdings breakdowns, and dividend yield history. Open the template in Insights to customize and save it.

Explore Related Funds

Discover other funds. Select a symbol to access its full profile.

Discover More
Command Palette
Search for a command to run