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

13.00
Net Asset Value
-0.15%
1 Day
+3.01%
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+2.36% 3 years--
3 months+1.34% 5 years--
1 year+7.46% Since inception+4.41%
Data through --

Peer Comparisonvs. Target date 2026-2030

 CCETXCategory
Performance 5-yr return--+9.12%
Expense ratio1.61%1.01%
Risk 5 year sharpe ratio0.970.91
Net assets$4.6B$2.1B
Average market cap$42.6B$33.9B
Average P/E18.817.6
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. stock52.56%
International stock24.78%
Fixed income14.82%
Cash7.60%
Other0.24%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
RGVGX American Funds U.S. Government Securities Fund® Class R-68.72%
RLBGX American Funds American Balanced Fund® Class R-68.00%
RWMGX American Funds Washington Mutual Investors Fund Class R-68.00%
RNPGX American Funds New Perspective Fund® Class R-67.00%
RICGX American Funds Investment Company of America® Class R-67.00%
RIDGX American Funds The Income Fund of America® Class R-66.00%
RAFGX American Funds AMCAP Fund® Class R-66.00%
RGAGX American Funds The Growth Fund of America® Class R-66.00%
RLLGX American Funds SMALLCAP World Fund® Class R-66.00%
RMFGX American Funds American Mutual Fund® Class R-66.00%

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