American Funds 2030 Target Date Retirement FundTDFMX
Type
Mutual fund
Peer group
Target-date
Net assets
$52.3B
Expense ratio
0.66%
1-year return
+18.0%
3 years, a year
+12.8%
5 years, a year
+6.7%
Holdings
25
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 |
|---|---|
| American Balanced Fund (Ambal) | 8.04% |
| Bond Fund Of America (The) (Bfa) | 7.58% |
| American Mutual Fund (Amf) | 6.75% |
| Capital World Growth & Income Fund | 6.74% |
| American Funds Inflation Linked Bond (Ilbf) | 5.90% |
| Income Fund Of America (The) (Ifa) | 5.57% |
| Intermediate Bond Fund Of America | 5.26% |
| American Funds Mortgage (Afmf) | 5.26% |
| Washington Mutual Investors Fund (Wmif) | 5.03% |
| U S Government Securities Fund (Gvt) | 4.96% |
More on TDFMX.
- TDFMX overview
- TDFMX holdings
- TDFMX risk
- TDFMX costs
- TDFMX money in and out
- TDFMX share classes
- Compare TDFMX with other funds
Returns after fees, from the fund's SEC filings up to Apr 2026. Past returns are not a promise. Not financial advice.