The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2020 Trgt Date Retire F2 FBCTX
- NAV / 1-Day Return 14.29 / 0.00
- Total Assets 16.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.400%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Target-Date 2020
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.61%
- Turnover 6%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:28 PM GMT+0
Morningstar’s Analysis FBCTX
Will FBCTX 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 69.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds Income Fund of Amer R6 | 11.59 | 1.8 Bil | — |
American Funds Bond Fund of Amer R6 | 8.01 | 1.3 Bil | — |
American Funds American Balanced R6 | 8.00 | 1.3 Bil | — |
American Funds Inflation Linked Bd R6 | 7.98 | 1.3 Bil | — |
American Funds Interm Bd Fd of Amer R6 | 6.02 | 949.0 Mil | — |
American Funds Mortgage R6 | 6.01 | 947.6 Mil | — |
American Funds American Mutual R6 | 6.00 | 946.2 Mil | — |
American Funds Capital Income Bldr R6 | 5.90 | 930.9 Mil | — |
American Funds Capital World Gr&Inc R6 | 5.10 | 803.5 Mil | — |
American Funds US Government Sec R6 | 5.01 | 789.5 Mil | — |