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

12.25
Net Asset Value
+0.25%
1 Day
+2.60%
Year-to-Date
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
1.49%
Expense Ratio
Above 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. The advisor attempts to achieve its investment 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-0.08% 3 years--
3 months+7.17% 5 years--
1 year-2.51% Since inception+3.01%
Data through --

Peer Comparisonvs. Target-date 2030

 CCETXCategory
Performance 5-yr return--+5.38%
Expense ratio1.49%0.94%
Risk 5 year sharpe ratio0.670.54
Net assets$6.8B$2.2B
Average market cap$45.6B$35.5B
Average P/E18.417.5
Portfolio turnover6%6%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureJames Lovelace / 9 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00

Holdings

U.S. stock49.70%
International stock23.99%
Fixed income21.25%
Cash4.92%
Other0.15%
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-67.99%
RGVGX American Funds U.S. Government Securities Fund® Class R-67.76%
RICGX American Funds Investment Company of America® Class R-66.99%
RNPGX American Funds New Perspective Fund® Class R-66.50%
RFNGX American Funds Fundamental Investors® Class R-65.99%
RLBGX American Funds American Balanced Fund® Class R-65.99%
RMFGX American Funds American Mutual Fund® Class R-65.99%
RGBGX American Funds Global Balanced Fund Class R-65.99%
RGAGX American Funds The Growth Fund of America® Class R-65.49%
RAFGX American Funds AMCAP Fund® Class R-65.49%

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