American Funds 2040 Target Date Retirement Fund Class A

Frequently Asked Questions About AAGTX

What are the top holdings of AAGTX?

A machine-readable holdings disclosure for American Funds 2040 Target Date Retirement Fund Class A (AAGTX) is not available from our data sources. Fund families sometimes register portfolio filings under a sibling share class or outside the SEC's structured datasets. Rather than estimate, we leave the section blank; the issuer's website carries the authoritative portfolio list.

What sectors does AAGTX invest in?

American Funds 2040 Target Date Retirement Fund Class A (AAGTX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.

What sector is AAGTX most exposed to?

AAGTX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.

Is AAGTX a US-only fund?

The country allocation card on this page shows AAGTX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.

What does AAGTX invest in?

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.