Morningstar

American Funds 2060 Target Date Retirement Fund® Class F-2 FBKTX

Morningstar Medalist Rating
Medalist Rating as of | See Capital Group Investment Hub
  • NAV / 1-Day Return 22.66  /  +0.09 %
  • Total Assets 21.0B
  • Adj. Expense Ratio
    0.470%
  • Expense Ratio 0.090%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2060
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 0.66%
  • Turnover 8%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis FBKTX

Will FBKTX outperform in the 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 FBKTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FBKTX 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 FBKTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A series for every season.

Senior Analyst Jodi Lim

Jodi Lim

Senior Analyst

Summary

Retirement savers remain well served by the American Funds Target Date Retirement series. Competitive pricing (versus similarly distributed share classes), strong oversight, and a lineup of dependable underlying strategies collectively position the series to stay ahead of most peers.

by Jodi Lim
Rated on Published on

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Portfolio Holdings FBKTX

More FBKTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 79.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds New Perspective R6

9.78 2B
—

American Funds SMALLCAP World R6

9.78 2B
—

American Funds Fundamental Invs R6

8.97 2B
—

American Funds New World R6

8.20 2B
—

American Funds Capital World Gr&Inc R6

8.18 2B
—

American Funds Washington Mutual R6

8.01 1B
—

American Funds Growth Fund of Amer R6

7.15 1B
—

American Funds AMCAP R6

6.98 1B
—

American Funds Invmt Co of Amer R6

6.76 1B
—

American Funds American Mutual R6

5.51 1B
—

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