American Funds 2040 Fund Quote

FAUTX Fund  USD 23.93  0.27  1.12%   

Performance

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Odds Of Distress

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Low
American Funds is trading at 23.93 as of the 13th of December 2025; that is 1.12% down since the beginning of the trading day. The fund's open price was 24.2. American Funds has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 14th of September 2025 and ending today, the 13th of December 2025. Click here to learn more.
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. More on American Funds 2040

Moving together with American Mutual Fund

  0.72AMECX Income FundPairCorr
  0.89AMFCX American MutualPairCorr
  0.79AMFFX American MutualPairCorr
  0.84CUSEX Capital Group EquityPairCorr

American Mutual Fund Highlights

Fund ConcentrationCapital Group Funds, Large Blend Funds, Target-Date 2040 Funds, Target-Date 2040, Capital Group (View all Sectors)
Update Date31st of December 2025
Expense Ratio Date1st of January 2025
Fiscal Year EndOctober
NameAmerican Funds 2040 Target Date Retirement Fund Class F-1
American Funds 2040 [FAUTX] is traded in USA and was established 13th of December 2025. American Funds is listed under Capital Group category by Fama And French industry classification. The fund is listed under Target-Date 2040 category and is part of Capital Group family. This fund currently has accumulated 50.74 B in assets under management (AUM) with minimum initial investment of 250. American Funds 2040 is currently producing year-to-date (YTD) return of 12.0% with the current yeild of 0.01%, while the total return for the last 3 years was 14.97%.
Check American Funds Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Funds 2040 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top American Funds 2040 Mutual Fund Constituents

RAFGXAmcap Fund ClassMutual FundLarge Growth
RFNGXAmerican Funds FundamentalMutual FundLarge Blend
RGAGXGrowth Fund OfMutual FundLarge Growth
RGBGXAmerican Funds GlobalMutual FundWorld Allocation
RICGXInvestment Of AmericaMutual FundLarge Blend
RLBGXAmerican Balanced FundMutual FundAllocation--50% to 70% Equity
RLLGXSmallcap World FundMutual FundWorld Small/Mid Stock
RMFGXAmerican Mutual FundMutual FundLarge Value
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American Funds 2040 Risk Profiles

American Funds Against Markets

Other Information on Investing in American Mutual Fund

American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
Bond Analysis
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Fundamental Analysis
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Correlation Analysis
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