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American Funds 2065 Trgt Date Retire F3 FCQTX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 15.94  /  −0.75 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.390%
  • Expense Ratio 0.390%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Target-Date 2065+
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.21%
  • Turnover 1%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Morningstar’s Analysis FCQTX

Will FCQTX outperform in future?

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

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.

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Portfolio Holdings FCQTX

  • 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

American Funds American Balanced R6

5.85 155.4 Mil

American Funds US Government Sec R6

4.97 132.2 Mil