American Funds 2060 Target Date Retirement FundFBKTX
Type
Mutual fund
Peer group
Target-date
Net assets
$20.1B
Expense ratio
0.47%
1-year return
+18.2%
3 years, a year
+18.4%
5 years, a year
+9.1%
Holdings
18
What it aims to do.
Depending on the proximity to its target date, which we define as the year that corresponds roughly to the year in which the investor expects to retire, the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. In this way, the fund seeks to balance total return and stability over time.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Smallcap World Fund Inc | 9.73% |
| New Perspective Fund (Npf) | 9.66% |
| Fundamental Investors | 9.01% |
| Capital World Growth & Income Fund | 8.36% |
| New World Fund Inc | 8.29% |
| Washington Mutual Investors Fund (Wmif) | 8.04% |
| Growth Fund Of America (The) | 7.32% |
| Amcap Fund | 6.93% |
| Investment Company Of America | 6.70% |
| American Mutual Fund (Amf) | 5.86% |
More on FBKTX.
- FBKTX overview
- FBKTX holdings
- FBKTX risk
- FBKTX costs
- FBKTX money in and out
- FBKTX share classes
- Compare FBKTX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.