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Nasdaq - Delayed Quote USD

American Funds 2055 Target Date Retirement Fund (FBJTX)

23.69
-1.28
(-5.13%)
At close: April 4 at 8:00:39 PM EDT
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  • Previous Close 24.97
  • YTD Return -1.80%
  • Expense Ratio 0.48%
  • Category Target-Date 2055
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 24.08B
  • Beta (5Y Monthly) 1.18
  • Yield 1.17%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.31
  • Inception Date Jan 27, 2017

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 2055

Fund Category

24.08B

Net Assets

2017-01-27

Inception Date

More about American Funds 2055 Target Date Retirement Fund

Performance Overview: FBJTX

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Trailing returns as of 4/4/2025. Category is Target-Date 2055.

YTD Return

FBJTX
1.80%
Category
12.13%
 

1-Year Return

FBJTX
5.19%
Category
37.63%
 

3-Year Return

FBJTX
6.29%
Category
13.82%
 

5-Year Return

FBJTX
13.42%
Category
13.76%
 

People Also Watch

RBEMX American Funds 2055 Target Date Retirement Fund
23.15
-5.12%
 
RAMTX American Funds 2055 Trgt Date Retire R1
22.83
-5.15%
 
RBMTX American Funds 2055 Trgt Date Retire R2
22.89
-5.14%
 
CCJTX American Funds 2055 Trgt Date Retire C
23.01
-5.15%
 
FAJTX American Funds 2055 Trgt Date Retire F1
23.47
-5.17%
 
RHJTX American Funds 2055 Trgt Date Retire R5E
23.59
-5.11%
 
REKTX American Funds 2055 Target Date Retirement Fund
23.93
-5.15%
 
RCMTX American Funds 2055 Trgt Date Retire R3
23.31
-5.13%
 
RGPCX American Funds Growth Portfolio
21.64
-5.67%
 
RDJTX American Funds 2055 Trgt Date Retire R4
23.62
-5.10%
 
AAMTX American Funds 2055 Trgt Date Retire A
23.65
-5.13%
 
GWPCX American Funds Growth Portfolio C
21.00
-5.66%
 
FCJTX American Funds 2055 Trgt Date Retire F3
23.75
-5.11%
 
JGRJX JPMorgan Growth Advantage Fund
29.83
-6.17%
 
JGTUX JPMorgan Growth Advantage Fund
32.70
-6.14%
 
JGTTX JPMorgan Growth Advantage Fund
30.56
-6.14%
 

Holdings: FBJTX

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Sector Weightings

SectorFBJTX
Technology   24.08%
Healthcare   14.15%
Industrials   14.08%
Financial Services   12.49%
Consumer Cyclical   11.01%
Communication Services   8.39%
Consumer Defensive   5.67%
Basic Materials   3.64%
Energy   2.97%
Utilities   2.15%
Real Estate   1.38%
View More

Recent News: FBJTX

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Research Reports: FBJTX

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