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American Funds 2020 Trgt Date Retire F1 (FAOTX)

13.11
-0.36
(-2.67%)
At close: 8:00:38 PM EDT
Loading Chart for FAOTX
  • Previous Close 13.47
  • YTD Return 2.18%
  • Expense Ratio 0.66%
  • Category Target-Date 2020
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 15.02B
  • Beta (5Y Monthly) 0.79
  • Yield 2.64%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.37
  • Inception Date Feb 1, 2007

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past 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, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

American Funds

Fund Family

Target-Date 2020

Fund Category

15.02B

Net Assets

2007-02-01

Inception Date

Performance Overview: FAOTX

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Trailing returns as of 4/4/2025. Category is Target-Date 2020.

YTD Return

FAOTX
2.18%
Category
5.78%
 

1-Year Return

FAOTX
7.44%
Category
18.91%
 

3-Year Return

FAOTX
4.11%
Category
9.48%
 

5-Year Return

FAOTX
7.70%
Category
8.82%
 

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Holdings: FAOTX

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Sector Weightings

SectorFAOTX
Technology   19.81%
Healthcare   13.42%
Industrials   12.25%
Energy   5.34%
Utilities   4.97%
Real Estate   2.88%

Recent News: FAOTX

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Research Reports: FAOTX

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