American Funds 2060 Target Date Retirement FundFCKTX

MUTUAL FUNDCapital Group (American Funds)
Type
Mutual fund
Peer group
Target-date
Net assets
$20.1B
Expense ratio
0.39%
1-year return
+18.3%
3 years, a year
+18.5%
5 years, a year
+9.2%
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 Inc9.73%
New Perspective Fund (Npf)9.66%
Fundamental Investors9.01%
Capital World Growth & Income Fund8.36%
New World Fund Inc8.29%
Washington Mutual Investors Fund (Wmif)8.04%
Growth Fund Of America (The)7.32%
Amcap Fund6.93%
Investment Company Of America6.70%
American Mutual Fund (Amf)5.86%

More on FCKTX.

Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.