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Financial Services

American Funds 2040 Target Date Retirement Fund Class A(AAGTX)

Last trade Aug 21, 2026 · checked Aug 24, 2026
Data coverage status
  • Quote through 2026-08-21T13:30:00Z · Stale· Quote synced 2026-08-24T04:37:16.44289Z
  • Daily bars through 2026-08-21 · Current· Daily bars synced 2026-08-23T07:24:04.171428Z
  • Fundamentals through 2026-03-30 · Not applicable· Fundamentals synced 2026-07-03T20:31:43.216899Z
  • Forecasts: Not applicable
  • Ownership through 2026-03-30 · Not applicable· Ownership synced 2026-07-03T20:31:43.216899Z
  • Short interest through 2026-03-30 · Not applicable· Short interest synced 2026-07-03T20:31:43.216899Z
  • News: Missing
  • Company profile: Not applicable· Company profile synced 2026-05-06T21:56:23.858852Z
Fund

Regular-session price

Offline

$25.27

+0.52% regular session

1Y Change

+9.87%

Window

Aug 25, 2025 → Aug 21, 2026

Assets / Market Cap
49.41B (currency unverified)
Dividend Yield
—
52W Range
$21.87 - $25.54
Volume
0
50-Day Avg
$24.89
Exchange
NASDAQ

Investment Snapshot

Valuation, growth, profitability, catalysts, and benchmark context.

Quote + TTM fundamentalsForecast

1D

+0.5%

1M

+2.9%

6M

+6.4%

YTD

+9.3%

1Y

+9.9%

Market Cap
49.41B (currency unverified)
NASDAQ
P/E
—
Trailing valuation
Revenue Growth
—
TTM growth
EPS Growth
—
TTM earnings growth
Operating Margin
—
TTM profitability
Forward P/E
—
Waiting on consensus EPS
Next Earnings
Sep 25, 2026
In 32 days
52W Position
93%
$21.87 - $25.54
Volume
0
0 shares latest
Benchmark
-9.18 pts
vs SPY over 1Y

Benchmark Edge

AAGTX vs SPY, QQQ, and Sector ETFs

Normalized return, excess return, max drawdown, and calendar-year wins against the benchmarks investors actually use.

Shared 1Y chart + MAX history table

Relative Read

AAGTX trails SPY

AAGTX is 9.18 pts behind over the shared 1Y window.

AAGTX had 1.31 pts deeper max drawdown than SPY.

AAGTX beat SPY in 0 of 1 calendar years shown and trailed in 1.

AAGTX

+9.87%

Normalized return

SPY

+19.05%

S&P 500

Excess Return

-9.18 pts

Relative to SPY

AAGTX Max Drawdown

-10.44%

1Y window

SPY Max Drawdown

-9.13%

1Y window

AAGTXSPY

Calendar-Year Returns

Uses exact shared daily observations for AAGTX and SPY.

YearAAGTXSPYExcessLeader
2026+9.30%+11.96%-2.66 ptsSPY
2025——----

Financials

American Funds 2040 Target Date Retirement Fund Class A financial statements

Annual, quarterly, and TTM views with reported currency, units, source, download, and filing context.

SEC filings

Period

Units

Reported currency

USD

Source

Provider

Last checked

--

View: AnnualUnits: USD millionsLatest period: --

Latest Revenue

--

Latest Net Income

--

Free Cash Flow

--

Revenue Growth

--

EPS Growth

--

Gross Margin

--

Net Margin

--

No financial statement data available for AAGTX in annual view.

Next Step

Turn financials into a decision

Use the numbers to decide whether this is a growth candidate, a quality compounder, or just an interesting outlier.

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