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Morningstar

American Funds 2065 Trgt Date Retire F3 FCQTX

Morningstar Analyst Rating
Analyst rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 13.47  /  0.07 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.010%
  • Expense Ratio 0.380%
  • 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 0.75%
  • Turnover 2%

USD | NAV as of Mar 24, 2023 | 1-Day Return as of Mar 24, 2023, 9:51 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.

Process Pillar

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

People Pillar

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

A top choice.

Director

Summary

| by Jason Kephart

The American Funds Target Date Retirement series continues to be a top choice for retirement savers. Its cheapest share classes continue to earn Morningstar Analyst Ratings of Gold, while its more-expensive options are rated Silver or Bronze.

Unlock our full analysis with Morningstar Investor

Portfolio Holdings FCQTX

More FCQTX Holdings
  • Current Portfolio Date Dec 31, 2022
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 16
  • % Assets in Top 10 Holdings 79.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds SMALLCAP World R6

10.00
89,348,142
—

American Funds New Perspective R6

10.00
89,348,142
—

American Funds Capital World Gr&Inc R6

9.00
80,412,757
—

American Funds Fundamental Invs R6

9.00
80,412,757
—

American Funds Washington Mutual R6

8.00
71,477,890
—

American Funds Growth Fund of Amer R6

7.00
62,543,521
—

American Funds AMCAP R6

7.00
62,543,242
—

American Funds Invmt Co of Amer R6

7.00
62,542,929
—

American Funds American Balanced R6

6.00
53,606,203
—

American Funds Global Balanced R6

6.00
53,606,021
—