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 Performance

Hypothetical Growth of $10,000

Updated 06.30.2014

Trailing Total Returns

Updated 06.30.2014

Total Return % + / - Morningstar Moderate Target Risk + / - Morningstar Lifetime Moderate 2040 % Rank
Year-to-date 5.90 0.11 -1.00 28
1-Month 1.61 0.05 -0.65 85
3-Month 4.32 0.64 -0.32 30
6-Month 5.90 0.11 -1.00 28
1-Year 22.26 6.62 0.11 10
3-Year (Annualized) 12.94 3.76 1.14 2
5-Year (Annualized) 15.62 3.58 -0.50 17