Nasdaq - Delayed Quote USD

American Funds 2055 Target Date Retirement Fund (FBJTX)

27.11
-0.34
(-1.24%)
At close: 8:01:06 PM EDT
Loading Chart for FBJTX
  • Previous Close 27.45
  • YTD Return -0.88%
  • Expense Ratio 0.48%
  • Category Target-Date 2055
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 24.37B
  • Beta (5Y Monthly) 1.16
  • Yield 1.16%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.31
  • Inception Date Feb 1, 2010

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

24.37B

Net Assets

2010-02-01

Inception Date

Performance Overview: FBJTX

View More

Trailing returns as of 5/21/2025. Category is Target-Date 2055.

YTD Return

FBJTX
0.88%
Category
12.13%
 

1-Year Return

FBJTX
10.19%
Category
37.63%
 

3-Year Return

FBJTX
9.74%
Category
13.82%
 

5-Year Return

FBJTX
11.39%
Category
13.76%
 

People Also Watch

Holdings: FBJTX

View More

Sector Weightings

SectorFBJTX
Technology   22.95%
Industrials   14.08%
Healthcare   13.82%
Energy   2.83%
Utilities   1.87%
Real Estate   1.37%

Recent News: FBJTX

View More

Research Reports: FBJTX

View More

Top Mutual Funds