American Funds 2040 Target Date Retirement Fund - American Funds/Capital Group
Shareclass
American Funds 2040 Target Date Retirement Fund Class F-2 (FBGTX)
Type
Open-end mutual fund
Manager
Filing
Target date
American Funds Target Date Retirement Fund - American Funds/Capital Group
Gender equality score
54
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
See the impact of your investments
Regular updates on sustainability risks and ethical concerns in everyday investment products
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Funds 2040 Target Date Retirement Fund - American Funds/Capital Group FBGTX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. National Bank of Canada0.03% of assets$17.83M invested
- 2. Transurban Group<0.01% of assets$1.17M invested
- 3. Allianz SE0.03% of assets$17.88M invested
- 4. AstraZeneca PLC0.38% of assets$196.74M invested
- 5. AstraZeneca PLC0.02% of assets$11.41M invested
- 6. Qantas Airways Ltd0.01% of assets$6.2M invested
- 7. Standard Chartered PLC0.1% of assets$50.82M invested
- 8. GSK PLC<0.01% of assets$1.15M invested
- 9. National Grid PLC0.07% of assets$34.62M invested
- 10. Publicis Groupe SA0.14% of assets$73.86M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Taiwan Semiconductor Manufacturing Co Ltd1.67% of assets$874.68M invested
- 2. Taiwan Semiconductor Manufacturing Co Ltd0.58% of assets$305.01M invested
- 3. Grupo Mexico SAB de CV0.11% of assets$58.61M invested
- 4. Vale SA0.09% of assets$48.54M invested
- 5. Samsung Electronics Co Ltd0.09% of assets$46.61M invested
- 6. Bharti Airtel Ltd0.08% of assets$44.01M invested
- 7. KB Financial Group Inc0.06% of assets$29.9M invested
- 8. Vale SA0.05% of assets$24.74M invested
- 9. Hyundai Motor Co0.03% of assets$15.79M invested
- 10. Ping An Insurance Group Co of China Ltd0.03% of assets$13.28M invested
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