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American Funds 2060 Target Date Retirement Fund (FBKTX)

16.84
-0.23
(-1.35%)
As of 8:05:40 AM EDT. Market Open.
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  • Previous Close 17.07
  • YTD Return -1.96%
  • Expense Ratio 0.48%
  • Category Target-Date 2060+
  • Last Cap Gain 17.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 14.86B
  • Beta (5Y Monthly) 1.19
  • Yield 1.11%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.20
  • 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 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 2060+

Fund Category

14.86B

Net Assets

2015-11-20

Inception Date

More about American Funds 2060 Target Date Retirement Fund

Performance Overview: FBKTX

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Trailing returns as of 4/16/2025. Category is Target-Date 2060+.

YTD Return

FBKTX
1.96%
Category
6.10%
 

1-Year Return

FBKTX
5.08%
Category
14.41%
 

3-Year Return

FBKTX
6.27%
Category
4.94%
 

5-Year Return

FBKTX
13.38%
Category
9.53%
 

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FBHTX American Funds 2045 Target Date Retirement Fund
20.03
-1.23%
 
FBGTX American Funds 2040 Target Date Retirement Fund
19.53
-1.11%
 
FBJTX American Funds 2055 Target Date Retirement Fund
24.66
-1.32%
 
FBBTX American Funds 2015 Target Date Retirement Fund
12.23
-0.33%
 
FBCTX American Funds 2020 Target Date Retirement Fund
13.37
-0.37%
 
FBDTX American Funds 2025 Target Date Retirement Fund
15.03
-0.40%
 
FBFTX American Funds 2035 Target Date Retirement Fund
18.41
-0.86%
 
FBETX American Funds 2030 Target Date Retirement Fund
16.89
-0.65%
 
FBITX American Funds 2050 Target Date Retirement Fund
19.65
-1.31%
 
INPEX American Funds Cnsrv Gr & Inc F-2
13.01
-0.38%
 
FBATX American Funds 2010 Target Date Retirement Fund
11.64
-0.26%
 
AANTX American Funds 2060 Trgt Date Retire A
16.72
-1.36%
 
FAWTX American Funds 2060 Target Date Retirement Fund
16.74
-1.36%
 
CCKTX American Funds 2060 Trgt Date Retire C
16.36
-1.33%
 
CIPAX American Funds Cnsrv Gr & Inc 529-A
12.98
-0.38%
 
PPEFX American Funds Preservation Port F2
9.50
+0.21%
 

Holdings: FBKTX

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Sector Weightings

SectorFBKTX
Technology   25.91%
Industrials   13.45%
Financial Services   12.91%
Healthcare   12.56%
Consumer Cyclical   11.79%
Communication Services   8.97%
Consumer Defensive   5.21%
Basic Materials   3.15%
Energy   2.75%
Utilities   2.00%
Real Estate   1.30%
View More

Recent News: FBKTX

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Research Reports: FBKTX

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