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American Funds 2010 Target Date Retirement Fund (FBATX)

11.64
-0.03
(-0.26%)
As of 8:05:40 AM EDT. Market Open.
Loading Chart for FBATX
  • Previous Close 11.67
  • YTD Return 2.68%
  • Expense Ratio 0.38%
  • Category Target-Date 2000-2010
  • Last Cap Gain 10.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating --
  • Net Assets 3.85B
  • Beta (5Y Monthly) 0.70
  • Yield 3.16%
  • 5y Average Return --
  • Holdings Turnover 8.00%
  • Last Dividend 0.38
  • Inception Date Jul 13, 2009

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-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 2000-2010

Fund Category

3.85B

Net Assets

2009-07-13

Inception Date

Performance Overview: FBATX

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Trailing returns as of 4/16/2025. Category is Target-Date 2000-2010.

YTD Return

FBATX
2.68%
Category
4.29%
 

1-Year Return

FBATX
8.04%
Category
14.76%
 

3-Year Return

FBATX
4.18%
Category
8.56%
 

5-Year Return

FBATX
7.17%
Category
7.48%
 

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Holdings: FBATX

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Sector Weightings

SectorFBATX
Technology   19.45%
Healthcare   11.63%
Industrials   10.64%
Energy   6.00%
Utilities   5.23%
Real Estate   3.22%

Recent News: FBATX

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Research Reports: FBATX

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