American Funds 2040 Target Date Retirement Fund - Class F-3 (FCGTX)
The American Funds 2040 Target Date Retirement Fund - Class F-3 (FCGTX) is a mutual fund that is designed for investors who are planning to retire in the year 2040. This fund is part of the American Funds family and is classified as Class F-3, which typically indicates a fund with a lower expense ratio and higher minimum investment requirements. The fund's objective is to provide a diversified portfolio of stocks and bonds that will gradually become more conservative as the target date approaches. This fund is suitable for investors who are looking for a long-term investment option with a specific retirement date in mind.
FCGTX Mutual Fund Chart & Stats
- Previous Close
- $24.25
- Sub-Category
- 2040
- Total Liabilities
- $31.08M
- Expense Ratio
- 0.36%
- Holding Count
- 26
- Brand
- American Funds Target Date Retirement Series
- Category
- Target-Date Retirement
- Total Assets
- 52.87B
- Shares Outstanding
- N/A
- 52-Week Range
- $21.95 - $25.65
Top 10 Holdings
| Name | Weight % |
|---|---|
| RLBGXAmerican Balanced Fund, Cl R-6 Shs | 8.02% |
| RMFGXAmerican Mutual Fund, Class R-6 Shares | 7.04% |
| RWIGXCapital World Growth and Income Fund Class R-6 Shares | 7.02% |
| RFNGXFundamental Investors, Class R-6 Shares | 6.71% |
| RGAGXThe Growth Fund of America Class R-6 Shares | 6.67% |
| RAFGXAMCAP Fund, Class R-6 Shares | 6.65% |
| RNPGXNew Perspective Fund, Class R-6 Shares | 5.78% |
| RWMGXWashington Mutual Investors Fund Cl R-6 Shs | 5.73% |
| RLLGXSMALLCAP World Fund, Inc. Cl R-6 | 5.41% |
| RGVGXThe American Fds Income Srs - U.S. Government Securities Fd Cl R-6 | 4.96% |
| Total | 63.99% |
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