The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2015 Trgt Date Retire C CCBTX
- NAV / 1-Day Return 12.12 / −0.08 %
- Total Assets 5.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.380%
- Distribution Fee Level Below Average
- Share Class Type Level Load
- Category Target-Date 2015
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 1.86%
- Turnover 7%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:56 PM GMT+0
Morningstar’s Analysis CCBTX
Will CCBTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 72.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds Income Fund of Amer R6 | 12.90 | 652.7 Mil | — |
American Funds Bond Fund of Amer R6 | 8.76 | 443.0 Mil | — |
American Funds Interm Bd Fd of Amer R6 | 8.45 | 427.6 Mil | — |
American Funds Inflation Linked Bd R6 | 7.91 | 400.0 Mil | — |
American Funds American Balanced R6 | 7.15 | 361.8 Mil | — |
American Funds American Mutual R6 | 6.04 | 305.4 Mil | — |
American Funds Capital Income Bldr R6 | 6.02 | 304.6 Mil | — |
American Funds Mortgage R6 | 5.93 | 300.1 Mil | — |
American Funds Capital World Gr&Inc R6 | 4.99 | 252.7 Mil | — |
American Funds Washington Mutual R6 | 4.17 | 210.8 Mil | — |