Morningstar

American Funds 2040 Target Date Retirement Fund® Class R-1 RAKTX
Medalist Rating as of See Capital Group Investment Hub

Strategy

The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Related Share Classes

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
FAUTX
American Funds 2040 Target Date Retirement Fund® Class F-1No LoadOpen $246.47M0.720%Above Average$250−$12.98M
FBGTX
American Funds 2040 Target Date Retirement Fund® Class F-2No LoadOpen $351.75M0.440%Below Average$250$15.34M
FCGTX
American Funds 2040 Target Date Retirement Fund® Class F-3InstitutionalOpen $53.24M0.360%Below Average$1M$7.90M
AAGTX
American Funds 2040 Target Date Retirement Fund® Class AFront LoadOpen $4.58B0.680%Low$250−$31.79M
CCGTX
American Funds 2040 Target Date Retirement Fund® Class CLevel LoadOpen $197.17M1.440%Below Average$250−$24.92M
REGTX
American Funds 2040 Target Date Retirement Fund® Class R-5Retirement, LargeOpen $590.35M0.410%Average$250−$47.13M
RFGTX
American Funds 2040 Target Date Retirement Fund® Class R-6Retirement, LargeOpen $37.80B0.360%Below Average$250−$1.03B
RHGTX
American Funds 2040 Target Date Retirement Fund® Class R-5ERetirement, LargeOpen $1.47B0.500%Above Average$250−$155.50M
RCKTX
American Funds 2040 Target Date Retirement Fund® Class R-3Retirement, MediumOpen $2.72B1.000%Average$250−$27.96M
RDGTX
American Funds 2040 Target Date Retirement Fund® Class R-4Retirement, MediumOpen $2.35B0.710%Low$250−$187.67M
RBKTX
American Funds 2040 Target Date Retirement Fund® Class R-2Retirement, SmallOpen $1.69B1.450%Below Average$250−$101.90M
RAKTX
American Funds 2040 Target Date Retirement Fund® Class R-1Retirement, SmallOpen $56.07M1.450%Below Average$250$760,942.36
RBEKX
American Funds 2040 Target Date Retirement Fund® Class R-2ERetirement, SmallOpen $409.69M1.150%Low$250−$25.96M

Sponsor Center