American Funds 2040 Target Date Retirement Fund® Class R-2 RBKTX Strategy
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.
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Ticker
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Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
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Medalist Rating
Overall
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Inception Date
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Total Net Assets for Share Class
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Adjusted Expense Ratio
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Fee Level
Distribution
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Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
FAUTX
| American Funds 2040 Target Date Retirement Fund® Class F-1 | No Load | Open | $253.38M | 0.720% | Above Average | $250 | −$9.26M | |||
FBGTX
| American Funds 2040 Target Date Retirement Fund® Class F-2 | No Load | Open | $360.84M | 0.440% | Below Average | $250 | $17.48M | |||
FCGTX
| American Funds 2040 Target Date Retirement Fund® Class F-3 | Institutional | Open | $53.05M | 0.360% | Below Average | $1M | $7.43M | |||
AAGTX
| American Funds 2040 Target Date Retirement Fund® Class A | Front Load | Open | $4.70B | 0.680% | Low | $250 | −$20.80M | |||
CCGTX
| American Funds 2040 Target Date Retirement Fund® Class C | Level Load | Open | $205.74M | 1.440% | Below Average | $250 | −$25.49M | |||
REGTX
| American Funds 2040 Target Date Retirement Fund® Class R-5 | Retirement, Large | Open | $628.22M | 0.410% | Average | $250 | −$34.83M | |||
RFGTX
| American Funds 2040 Target Date Retirement Fund® Class R-6 | Retirement, Large | Open | $38.76B | 0.360% | Below Average | $250 | −$1.15B | |||
RHGTX
| American Funds 2040 Target Date Retirement Fund® Class R-5E | Retirement, Large | Open | $1.56B | 0.500% | Above Average | $250 | −$106.29M | |||
RCKTX
| American Funds 2040 Target Date Retirement Fund® Class R-3 | Retirement, Medium | Open | $2.79B | 1.000% | Average | $250 | −$33.59M | |||
RDGTX
| American Funds 2040 Target Date Retirement Fund® Class R-4 | Retirement, Medium | Open | $2.49B | 0.710% | Low | $250 | −$146.50M | |||
RBKTX
| American Funds 2040 Target Date Retirement Fund® Class R-2 | Retirement, Small | Open | $1.75B | 1.450% | Below Average | $250 | −$103.11M | |||
RAKTX
| American Funds 2040 Target Date Retirement Fund® Class R-1 | Retirement, Small | Open | $57.91M | 1.450% | Below Average | $250 | $1.13M | |||
RBEKX
| American Funds 2040 Target Date Retirement Fund® Class R-2E | Retirement, Small | Open | $419.47M | 1.150% | Low | $250 | −$33.85M |
United States