FBGTX Mutual Fund (American Funds 2040 Target Date Retirement Fund Class F-2) is managed by American Funds with $64.5M in net assets. FBGTX expense ratio is 0.44%, holding 26 positions across sectors including Unknown. Inception date: 2014-02-21.

FBGTX performance shows a YTD return of 7.44%. The 1-year return is 18.41% and the 5-year return is 9.34%. FBGTX dividend yield stands at 5.66%, paid annually.

FBGTX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (7.1%), American Mutual Fund Class R-6 (7.0%), American Funds Fundamental Investors (6.7%), Amcap Fund R6 (6.7%). View all FBGTX holdings, sector breakdown, or dividend history.

FBGTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. FBGTX alternatives are available via the screener, along with tax-loss harvesting opportunities.