Nasdaq - Delayed Quote USD
American Funds 2060 Trgt Date Retire R6 (RFUTX)
At close: 6:45 PM EDT
Top 10 Holdings (79.32% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorRFUTX
Technology 25.51%
Healthcare 14.33%
Industrials 13.79%
Financial Services 11.59%
Consumer Cyclical 10.46%
Communication Services 8.62%
Consumer Defensive 5.58%
Basic Materials 3.75%
Energy 3.30%
Utilities 1.89%
Real Estate 1.19%
Overall Portfolio Composition (%)
| Cash | 4.19% |
| Stocks | 87.26% |
| Bonds | 8.11% |
| Others | 0.27% |
| Preferred | 0.17% |
| Convertible | 0.00% |
Bond Ratings
| US Government | 3.73% |
| AAA | 82.56% |
| AA | 1.76% |
| A | 6.02% |
| BBB | 6.17% |
| BB | 2.52% |
| B | 0.45% |
| Below B | 0.16% |
| Other | 0.36% |
Equity Holdings
| Average | RFUTX | Category Average |
|---|---|---|
| Price/Earnings | 0.04 | 17.45 |
| Price/Book | 0.25 | 2.09 |
| Price/Sales | 0.39 | 1.55 |
| Price/Cashflow | 0.08 | 7.5 |
| Median Market Cap | 128,193.6 | 34,028.42 |
| 3 Year Earnings Growth | 22.21 | 10.51 |
Bond Holdings
| Average | RFUTX | Category Average |
|---|---|---|
| Maturity | -- | 7.26 |
| Duration | -- | 5.61 |
| Credit Quality | -- | -- |
Performance & Risk
| YTD Return | 16.79% |
| 5y Average Return | 11.52% |
| Rank in Category (ytd) | 42 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
Fund Overview
| Category | Target-Date 2060+ |
| Fund Family | American Funds |
| Net Assets | 14.43B |
| YTD Return | 16.60% |
| Yield | 1.21% |
| Morningstar Rating | |
| Inception Date | Mar 27, 2015 |
Fund Summary
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.
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