American Funds 2040 Target Date Retirement Fund

American Funds 2040 Target Date Retirement Fund is a registered fund series of American Funds Target Date Retirement Series (series S000015561). Net assets $52.8B as of 2026-04-30.

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Advisers

Top holdings (26 reported)

Showing 15 of 26 holdings by value.

HoldingTickerValue% of fund
AMERICAN BALANCED FUND (AMBAL)$4.2B802.26%
AMERICAN MUTUAL FUND (AMF)$3.7B704.12%
CAPITAL WORLD GROWTH & INCOME FUND$3.7B702.19%
FUNDAMENTAL INVESTORS$3.5B671.31%
GROWTH FUND OF AMERICA (THE)$3.5B667.39%
AMCAP FUND$3.5B665.27%
NEW PERSPECTIVE FUND (NPF)$3.1B577.71%
WASHINGTON MUTUAL INVESTORS FUND (WMIF)$3.0B572.58%
SMALLCAP WORLD FUND INC$2.9B540.94%
U S GOVERNMENT SECURITIES FUND (GVT)$2.6B495.70%
AMERICAN FUNDS GLOBAL INSIGHT FUND$2.1B401.59%
INCOME FUND OF AMERICA (THE) (IFA)$2.1B401.40%
INVESTMENT COMPANY OF AMERICA$2.1B400.51%
CAPITAL INCOME BUILDER (CIB)$1.8B331.81%
AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL)$1.5B289.31%

Net asset history

Report dateNet assets
2026-04-30$52.8B
2026-01-31$52.2B
2025-10-31$50.4B
2025-07-31$48.2B
2025-04-30$43.9B
2025-01-31$46.3B
2024-10-31$44.4B
2024-07-31$43.2B

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