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American Funds 2030 Target Date Retirement Fund (FBETX)

16.56
-0.56
(-3.27%)
At close: April 4 at 8:00:39 PM EDT
Loading Chart for FBETX
  • Previous Close 17.12
  • YTD Return 0.99%
  • Expense Ratio 0.42%
  • Category Target-Date 2030
  • Last Cap Gain 15.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 48.6B
  • Beta (5Y Monthly) 0.94
  • Yield 2.28%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 0.40
  • 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 approaches and passes 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 2030

Fund Category

48.6B

Net Assets

2009-07-13

Inception Date

Performance Overview: FBETX

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Trailing returns as of 4/4/2025. Category is Target-Date 2030.

YTD Return

FBETX
0.99%
Category
7.97%
 

1-Year Return

FBETX
6.71%
Category
25.53%
 

3-Year Return

FBETX
4.98%
Category
11.28%
 

5-Year Return

FBETX
10.23%
Category
10.98%
 

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Holdings: FBETX

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Sector Weightings

SectorFBETX
Technology   22.47%
Healthcare   14.04%
Industrials   13.58%
Energy   3.98%
Utilities   3.49%
Real Estate   1.94%

Recent News: FBETX

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Research Reports: FBETX

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