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

Net Asset Value
1 Day
Overall Morningstar Rating
Target-date 2030
Style or Category
No Load
Sales Expenses
Expense Ratio
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.


1 month+3.39% 3 years+8.78%
3 months+5.96% 5 years--
1 year+18.87% Since inception+7.16%
Data through --

Peer Comparisonvs. Target-date 2030

Performance 5-yr return--+8.74%
Expense ratio1.49%0.84%
Risk 5 year sharpe ratio1.281.16
Net assets$15.4B$3.1B
Average market cap$65.6B$39.8B
Average P/E21.819.6
Portfolio turnover0%0%

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Fund Management and Purchase Info

Fund familyAmerican Funds
Fund manager & tenureJames Lovelace / 10 Years
Minimal initial investment$250.00
Minimum IRA investment$25.00


U.S. stock43.48%
International stock25.29%
Fixed income23.40%
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-68.00%
RGVGX American Funds U.S. Government Securities Fund® Class R-67.40%
RICGX American Funds Investment Company of America® Class R-67.00%
RLBGX American Funds American Balanced Fund® Class R-66.00%
RMFGX American Funds American Mutual Fund® Class R-66.00%
RGBGX American Funds Global Balanced Fund Class R-66.00%
RFNGX American Funds Fundamental Investors® Class R-66.00%
RNPGX American Funds New Perspective Fund® Class R-65.76%
RWIGX American Funds Capital World Growth and Income Fund® Class R-65.00%
RAFGX American Funds AMCAP Fund® Class R-64.76%