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Morningstar

American Funds 2020 Trgt Date Retire F2 FBCTX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 12.97  /  −0.23 %
  • Total Assets 15.6 Bil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2020
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.80%
  • Turnover 6%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis FBCTX

Will FBCTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FBCTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FBCTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of FBCTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A series that will keep your retirement goals on target.

Director Jason Kephart

Jason Kephart

Director

Summary

The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.

by Jason Kephart
Rated on Published on

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Portfolio Holdings FBCTX

More FBCTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 68.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds Income Fund of Amer R6

11.18 1.8 Bil
—

American Funds Bond Fund of Amer R6

7.88 1.3 Bil
—

American Funds American Balanced R6

7.87 1.3 Bil
—

American Funds Inflation Linked Bd R6

7.85 1.3 Bil
—

American Funds Interm Bd Fd of Amer R6

5.89 952.9 Mil
—

American Funds American Mutual R6

5.89 952.3 Mil
—

American Funds Mortgage R6

5.88 951.2 Mil
—

American Funds Capital Income Bldr R6

5.80 937.6 Mil
—

American Funds Capital World Gr&Inc R6

5.01 809.3 Mil
—

American Funds US Government Sec R6

4.90 791.5 Mil
—