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Morningstar

American Funds 2065 Trgt Date Retire F2 FBMTX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 16.04  /  −0.25 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.480%
  • Expense Ratio 0.480%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Target-Date 2065+
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.15%
  • Turnover 1%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:24 PM GMT+0

Morningstar’s Analysis FBMTX

Will FBMTX 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 FBMTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the FBMTX 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 FBMTX’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

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FBMTX

More FBMTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 75.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds SMALLCAP World R6

9.84 261.6 Mil
—

American Funds New Perspective R6

9.68 257.3 Mil
—

American Funds Fundamental Invs R6

8.62 229.3 Mil
—

American Funds Capital World Gr&Inc R6

8.46 224.8 Mil
—

American Funds Washington Mutual R6

7.78 206.8 Mil
—

American Funds AMCAP R6

6.80 180.7 Mil
—

American Funds Invmt Co of Amer R6

6.78 180.2 Mil
—

American Funds Growth Fund of Amer R6

6.75 179.4 Mil
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American Funds American Balanced R6

5.85 155.4 Mil
—

American Funds US Government Sec R6

4.97 132.2 Mil
—