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American Funds 2020 Target Date Retirement Fund (FBCTX)

13.87
+0.01
+(0.07%)
At close: 8:00:39 PM EDT
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  • Previous Close 13.86
  • YTD Return 2.54%
  • Expense Ratio 0.39%
  • Category Target-Date 2020
  • Last Cap Gain 14.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 14.82B
  • Beta (5Y Monthly) 0.80
  • Yield 2.90%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.41
  • Inception Date Nov 20, 2015

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

14.82B

Net Assets

2015-11-20

Inception Date

Performance Overview: FBCTX

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Trailing returns as of 5/23/2025. Category is Target-Date 2020.

YTD Return

FBCTX
2.54%
Category
5.78%
 

1-Year Return

FBCTX
11.00%
Category
18.91%
 

3-Year Return

FBCTX
6.14%
Category
9.48%
 

5-Year Return

FBCTX
6.86%
Category
8.82%
 

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Holdings: FBCTX

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Sector Weightings

SectorFBCTX
Technology   17.99%
Healthcare   13.80%
Industrials   12.18%
Energy   5.32%
Utilities   4.41%
Real Estate   2.69%

Recent News: FBCTX

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Research Reports: FBCTX

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