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

13.02
Net Asset Value
-0.08%
1 Day
--
Year-to-Date
Overall Morningstar Rating
Target date 2026-2030
Style or Category
No Load
Sales Expenses
1.67%
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-0.23% 3 years--
3 months+4.33% 5 years--
1 year-- Since inception+4.74%
Data through --

Peer Comparisonvs. Target date 2026-2030

 CCETXCategory
Performance 5-yr return--+13.32%
Expense ratio1.67%1.05%
Risk 5 year sharpe ratio1.191.16
Net assets$3.7B$2.1B
Average market cap$44.1B$34.8B
Average P/E19.117.7
Portfolio turnover2%2%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureJames Lovelace / 7 Years
Minimal initial investment$250.00
Minimum IRA investment$250.00

Holdings

U.S. stock52.89%
International stock25.21%
Fixed income14.66%
Cash7.09%
Other0.14%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
RLBGX American Funds American Balanced R68.00%
RWMGX American Funds Washington Mutual R67.99%
RGVGX American Funds US Government Sec R67.50%
RICGX American Funds Invmt Co of Amer R67.00%
RNPGX American Funds New Perspective R67.00%
RLLGX American Funds SMALLCAP World R66.50%
RAFGX American Funds AMCAP R66.50%
RGAGX American Funds Growth Fund of Amer R66.50%
RIDGX American Funds Inc Fund of Amer R66.00%
RIRGX American Funds Capital Inc Bldr R66.00%

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