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American Funds 2040 Target Date Retirement Fund® Class F-1 (0P0000ZRXM)

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21.530 +0.080 +0.37%

04/06 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 211.66M

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0P0000ZRXM Holdings

Comprehensive information about top holdings and Key Holding Information for the American Funds 2040 Target Date Retirement Fund Cl (0P0000ZRXM) fund. Our American Funds 2040 Target Date Retirement Fund Cl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	4.320	5.310	0.990
Shares	80.310	80.310	0.000
Bonds	14.680	14.680	0.000
Convertible	0.020	0.020	0.000
Preferred	0.120	0.120	0.000
Other	0.550	0.550	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	18.797	17.017
Price to Book	3.445	2.528
Price to Sales	2.370	1.840
Price to Cash Flow	12.261	10.417
Dividend Yield	1.890	2.221
5 Years Earnings Growth	11.118	10.729

Sector Allocation

Name	Net %	Category Average
Technology	23.540	21.447
Healthcare	14.090	11.718
Industrials	13.760	11.413
Financial Services	12.740	16.434
Consumer Cyclical	10.260	10.880
Communication Services	8.200	6.993
Consumer Defensive	6.210	6.171
Energy	3.430	4.164
Basic Materials	3.410	3.948
Utilities	2.730	2.736
Real Estate	1.630	4.098

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 21

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
American Funds American Balanced R6	-	8.04	-	-
American Funds AMCAP R6	-	7.02	-	-
American Funds New Perspective R6	-	7.01	-	-
American Funds Fundamental Invs R6	-	7.01	-	-
American Funds Growth Fund of Amer R6	-	7.01	-	-
American Funds Capital World Gr&Inc R6	-	7.00	-	-
American Funds American Mutual R6	-	6.98	-	-
American Funds Washington Mutual R6	-	6.00	-	-
American Funds SMALLCAP World R6	-	5.90	-	-
American Funds US Government Sec R6	-	5.02	-	-

Top Bond Funds by American Funds

Name	Total Assets	YTD%	3Y%	10Y%
American Funds 2035 Trgt Date RetR6	34.29B	1.00	8.51	8.39
American Funds 2030 Trgt Date RetR6	34.01B	1.56	7.47	7.39
American Funds 2040 Trgt Date RetR6	31.64B	0.05	9.49	8.92
American Funds Bond Fund of Amer F2	31.17B	3.29	1.82	1.95
American Funds 2045 Trgt Date RetR6	27.66B	-0.28	9.66	9.05

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