American Funds 2040 Target Date Retirement Fund®

Scorecard
3 / 5 Stars
Lipper
5 5 2 5 4
Zacks Investment Research
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Standard & Poor's
5 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 6.83 6.83
Stocks 55.61 55.61
Bonds 5.95 5.95
Other 2.72 2.72
Foreign Bonds 0.74 0.74
Foreign Stocks 27.97 27.97
Convertible 0.05 0.05
Preferred 0.13 0.13

Updated 03.31.2014

Top 10 Holdings

Performance as of 06.30.2014

Portfolio as of 03.31.2014

% Net Assets
American Funds Invmt Co of Amer R6 8.77
American Funds Washington Mutual R6 8.77
American Funds American Mutual R6 7.77
American Funds Fundamental Invs R6 7.7
American Funds New Perspective R6 6.99
American Funds SMALLCAP World R6 6.97
American Funds AMCAP R6 6.95
American Funds Growth Fund of Amer R6 6.95
American Funds Capital World G/I R6 6.77
American Funds US Government Sec R6 4.99

Bond Ratings (%)

Updated 03.31.2014

Sector AAGTX
AAA 86.13
AA 0.73
A 2.92
BBB 5.11
BB 2.19
B 1.46
Below B 0.73
Other 0.73