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American Funds 2040 Target Date Retirement Fund® Class F-2 (0P0000ZRXN)

US Funds

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23.090 -0.110 -0.47%

29/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 295.91M

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0P0000ZRXN Holdings

Comprehensive information about top holdings and Key Holding Information for the American Funds 2040 Target Date Retirement Fund Cl (0P0000ZRXN) 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	4.230	5.000	0.770
Shares	79.340	79.340	0.000
Bonds	15.560	15.560	0.000
Convertible	0.030	0.030	0.000
Preferred	0.340	0.340	0.000
Other	0.500	0.500	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	20.338	17.926
Price to Book	3.456	2.631
Price to Sales	2.474	1.905
Price to Cash Flow	12.799	10.849
Dividend Yield	1.934	2.170
5 Years Earnings Growth	9.622	10.329

Sector Allocation

Name	Net %	Category Average
Technology	22.210	22.242
Financial Services	14.050	16.363
Healthcare	13.880	11.080
Industrials	13.790	11.714
Consumer Cyclical	10.560	10.832
Communication Services	8.220	7.246
Consumer Defensive	6.790	6.066
Energy	3.310	3.971
Basic Materials	3.230	3.866
Utilities	2.380	2.688
Real Estate	1.580	3.933

Region Allocation

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

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 24

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
American Funds American Balanced R6	-	7.99	-	-
American Funds Capital World Gr&Inc R6	-	7.15	-	-
American Funds Fundamental Invs R6	-	7.07	-	-
American Funds Growth Fund of Amer R6	-	6.98	-	-
American Funds AMCAP R6	-	6.98	-	-
American Funds American Mutual R6	-	6.91	-	-
American Funds New Perspective R6	-	6.66	-	-
American Funds Washington Mutual R6	-	5.94	-	-
American Funds SMALLCAP World R6	-	5.87	-	-
American Funds US Government Sec R6	-	4.87	-	-

Top Bond Funds by American Funds

Name	Total Assets	YTD%	3Y%	10Y%
American Funds 2035 Trgt Date RetR6	37.43B	9.87	11.95	9.28
American Funds 2030 Trgt Date RetR6	35.89B	9.02	10.25	8.14
American Funds 2040 Trgt Date RetR6	35.37B	11.04	13.81	10.02
American Funds Bond Fund of Amer F2	32.2B	3.91	1.64	2.08
American Funds 2045 Trgt Date RetR6	31.29B	11.42	14.31	10.22

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