The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2060 Trgt Date Retire F2 FBKTX
- NAV / 1-Day Return 17.22 / −0.06 %
- Total Assets 12.2 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.480%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Target-Date 2060
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Limited
- Status Open
- TTM Yield 1.24%
- Turnover 1%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 9:56 PM GMT+0
Morningstar’s Analysis FBKTX
Will FBKTX 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 79.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds SMALLCAP World R6 | 10.02 | 1.1 Bil | — |
American Funds New Perspective R6 | 10.00 | 1.1 Bil | — |
American Funds Capital World Gr&Inc R6 | 9.01 | 963.8 Mil | — |
American Funds Fundamental Invs R6 | 8.99 | 961.8 Mil | — |
American Funds Washington Mutual R6 | 8.01 | 856.5 Mil | — |
American Funds Invmt Co of Amer R6 | 6.99 | 748.4 Mil | — |
American Funds AMCAP R6 | 6.99 | 747.7 Mil | — |
American Funds Growth Fund of Amer R6 | 6.99 | 747.7 Mil | — |
American Funds Global Balanced R6 | 6.00 | 642.4 Mil | — |
American Funds American Balanced R6 | 6.00 | 642.3 Mil | — |