American Funds 2030 Target Date Retirement Fund® Class C (CCETX)

13.24
Net Asset Value
-0.30%
1 Day
+4.91%
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
1.61%
Expense Ratio
Average
Morningstar Risk Rating™
Investment Objective The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes its target date. It attempts to achieve its objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives.

Performance

1 month+0.61% 3 years--
3 months+1.92% 5 years--
1 year+8.24% Since inception+7.47%
Data through --

Peer Comparisonvs. Target date 2026-2030

 CCETXCategory
Performance 5-yr return--+8.83%
Expense ratio1.61%1.01%
Risk 5 year sharpe ratio0.920.84
Net assets$5.2B$2.2B
Average market cap$42.1B$35.4B
Average P/E19.118.4
Portfolio turnover2%2%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureJames Lovelace / 8 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00

Holdings

U.S. stock50.62%
International stock25.05%
Fixed income16.53%
Cash7.60%
Other0.21%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
RWMGX American Funds Washington Mutual Investors Fund Class R-68.01%
RGVGX American Funds U.S. Government Securities Fund® Class R-67.96%
RICGX American Funds Investment Company of America® Class R-66.99%
RNPGX American Funds New Perspective Fund® Class R-66.89%
RMFGX American Funds American Mutual Fund® Class R-66.01%
RGBGX American Funds Global Balanced Fund Class R-66.00%
RLBGX American Funds American Balanced Fund® Class R-66.00%
RFNGX American Funds Fundamental Investors® Class R-66.00%
RAFGX American Funds AMCAP Fund® Class R-65.91%
RGAGX American Funds The Growth Fund of America® Class R-65.89%

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