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American Funds 2065 Trgt Date Retire F2 (FBMTX)

17.29
+0.03
+(0.17%)
As of 8:05:39 AM EDT. Market Open.
Loading Chart for FBMTX
  • Previous Close 17.26
  • YTD Return -1.95%
  • Expense Ratio 0.48%
  • Category Target-Date 2065+
  • Last Cap Gain 13.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 4.23B
  • Beta (5Y Monthly) 1.18
  • Yield 1.06%
  • 5y Average Return --
  • Holdings Turnover 4.00%
  • Last Dividend 0.19
  • Inception Date Mar 27, 2020

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 2065+

Fund Category

4.23B

Net Assets

2020-03-27

Inception Date

Performance Overview: FBMTX

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Trailing returns as of 4/30/2025. Category is Target-Date 2065+.

YTD Return

FBMTX
1.95%
Category
0.00%
 

1-Year Return

FBMTX
5.07%
Category
0.00%
 

3-Year Return

FBMTX
6.27%
Category
0.00%
 

5-Year Return

FBMTX
13.43%
Category
0.00%
 

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Holdings: FBMTX

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Sector Weightings

SectorFBMTX
Technology   25.94%
Industrials   13.45%
Healthcare   12.57%
Energy   2.74%
Utilities   1.98%
Real Estate   1.30%

Recent News: FBMTX

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Research Reports: FBMTX

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