AAGTX Fund Comparisons

AAGTX is shown with FundQuant's current comparable-fund evidence. Current comparable funds include AAHTX, AALTX, FBIFX. FundQuant is educational research software and does not provide individualized investment advice.

Target Fund

Symbol
AAGTX
Name
American Funds 2040 Target Date Retirement Fund
Type
Mutual Fund
Originator
Capital Group / American Funds
Asset class
mixed_allocation
Net expense ratio
0.68%
AUM
$52.8B

Comparable Funds

FundQuant reviewed 3,051 active searchable funds, 708 ETFs, 2,333 mutual funds and returned 3 comparable funds for AAGTX.

  1. AAHTX - American Funds 2045 Target Date Retirement Fund (Mutual Fund; Capital Group / American Funds; mixed_allocation; Closest Fit; fit score 97)
  2. AALTX - American Funds 2050 Target Date Retirement Fund (Mutual Fund; Capital Group / American Funds; mixed_allocation; Closest Fit; fit score 97)
  3. FBIFX - Fidelity Freedom Index 2040 Fund (Mutual Fund; Fidelity; mixed_allocation; Closest Fit; fit score 90)

FundQuant is educational research software. It does not provide individualized investment, tax, legal, or financial advice.

https://fundquant.org/funds/AAGTX/comps