American Funds 2040 Fund Quote
| AAGTX Fund | USD 21.51 0.14 0.66% |
Performance7 of 100
| Odds Of DistressLess than 19
|
American Funds is trading at 21.51 as of the 26th of November 2024; that is 0.66% up since the beginning of the trading day. The fund's open price was 21.37. American Funds has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for American Funds 2040 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 27th of October 2024 and ending today, the 26th of November 2024. Click here to learn more.
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. More on American Funds 2040
Moving together with American Mutual Fund
American Mutual Fund Highlights
| Fund Concentration | American Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, American Funds (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | October |
| Name | American Funds 2040 Target Date Retirement Fund Class A |
American Funds 2040 [AAGTX] is traded in USA and was established 26th of November 2024. American Funds is listed under American Funds category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of American Funds family. This fund presently has accumulated 33.6 B in assets under management (AUM) with no minimum investment requirementsAmerican Funds 2040 is currently producing year-to-date (YTD) return of 15.7% with the current yeild of 0.01%, while the total return for the last 3 years was 4.56%.
Check American Funds Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Funds 2040 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top American Funds 2040 Mutual Fund Constituents
| RAFGX | Amcap Fund Class | Mutual Fund | Large Growth | |
| RFNGX | American Funds Fundamental | Mutual Fund | Large Blend | |
| RGAGX | Growth Fund Of | Mutual Fund | Large Growth | |
| RGBGX | American Funds Global | Mutual Fund | World Allocation | |
| RICGX | Investment Of America | Mutual Fund | Large Blend | |
| RLBGX | American Balanced Fund | Mutual Fund | Allocation--50% to 70% Equity | |
| RLLGX | Smallcap World Fund | Mutual Fund | World Small/Mid Stock | |
| RMFGX | American Mutual Fund | Mutual Fund | Large Value |
American Funds 2040 Risk Profiles
| Mean Deviation | 0.4502 | |||
| Semi Deviation | 0.5646 | |||
| Standard Deviation | 0.5994 | |||
| Variance | 0.3593 |
American Funds Against Markets
Other Information on Investing in American Mutual Fund
American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
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| Piotroski F Score Get Piotroski F Score based on the binary analysis strategy of nine different fundamentals |