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

13.14
Net Asset Value
+1.70%
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-1.67% 3 years--
3 months-1.15% 5 years--
1 year-- Since inception+6.74%
Data through --

Peer Comparisonvs. Target date 2026-2030

 CCETXCategory
Performance 5-yr return--+9.69%
Expense ratio1.67%1.01%
Risk 5 year sharpe ratio0.980.91
Net assets$4.2B$2.2B
Average market cap$45.0B$34.6B
Average P/E18.917.8
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. stock53.23%
International stock22.81%
Fixed income16.42%
Cash7.39%
Other0.14%
Top 5 Sectors
Portfolio weighting
Business service --
Consumer goods --
Consumer service --
Energy --
Financial service --
Top 10 Holdings
Portfolio weighting
RGVGX American Funds US Government Sec R68.91%
RLBGX American Funds American Balanced R68.01%
RWMGX American Funds Washington Mutual R68.01%
RICGX American Funds Invmt Co of Amer R67.00%
RNPGX American Funds New Perspective R66.99%
RAFGX American Funds AMCAP R66.23%
RGAGX American Funds Growth Fund of Amer R66.23%
RLLGX American Funds SMALLCAP World R66.22%
RIRGX American Funds Capital Income Bldr R66.01%
RIDGX American Funds Income Fund of Amer R65.99%

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