American Funds 2055 Target Date Retirement Fd F1 (FAJTX)
26.00
-0.23
(-0.88%)
USD |
Mar 04 2025
Returns Chart
Key Stats
| Net Expense Ratio | Total Assets Under Management | Weighted Average Dividend Yield | Turnover Ratio (Generic) |
|---|---|---|---|
| -- | -- | -- | -- |
| 1 Year Fund Level Flows | 1 Year Total Returns (Daily) | Annualized Total Returns Since Inception (Daily) | Max Drawdown (Since Inception) |
| -- | -- | Upgrade | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide for investors that plan to retire in 2055. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. Each Fund will attempt to achieve its investment objectives by investing in a mix of American Funds. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2055 |
| Peer Group | Mixed-Asset Target 2055 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Capital Group/American Funds |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Net Fund Flows Versus Peer Group
1 Month
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1 Year
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3 Months
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3 Years
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6 Months
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Peer Group High
5 Years
% Rank:
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YTD
% Rank:
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10 Years
% Rank:
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Date Unavailable
Risk
Performance Versus Peer Group
Annual Total Returns Versus Peers
As of March 05, 2025.
Asset Allocation
As of December 31, 2024.
| Type | % Net |
|---|---|
| Cash | 4.57% |
| Stock | 87.18% |
| Bond | 7.84% |
| Convertible | 0.00% |
| Preferred | 0.18% |
| Other | 0.24% |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| American Funds SMALLCAP World Fund R6 | 9.02% | 66.90 | -0.80% |
| American Funds Fundamental Investors R6 | 8.98% | 80.02 | -1.08% |
| American Funds New Perspective Fund R6 | 8.98% | 63.17 | -0.77% |
| American Funds Washington Mutual Inv Fund R6 | 8.02% | 62.54 | -1.43% |
| American Funds New World Fund R6 | 7.99% | 78.36 | 0.03% |
| American Funds Capital World Gro & Inc Fd R6 | 7.99% | 64.91 | -0.90% |
| American Funds AMCAP Fund R6 | 7.01% | 42.82 | -0.93% |
| American Funds Growth Fund of America R6 | 6.99% | 73.11 | -1.18% |
| American Funds Investment Co of America R6 | 6.02% | 57.56 | -1.20% |
| American Funds American Balanced Fund R6 | 6.01% | 34.68 | -0.74% |
Fees & Availability
| Fees | |
| Actual 12B-1 Fee | 0.25% |
| Actual Management Fee | 0.00% |
| Administration Fee | -- |
| Maximum Front Load | -- |
| Maximum Deferred Load | -- |
| Maximum Redemption Fee | -- |
| General Availability | |
| Available for Insurance Product | -- |
| Available for RRSP | -- |
| Purchase Details | |
| Open to New Investors |
|
| Minimum Initial Investment | 250.00 None |
| Minimum Subsequent Investment | 50.00 None |
Basic Info
| Investment Strategy | |
| The Fund seeks to provide for investors that plan to retire in 2055. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. Each Fund will attempt to achieve its investment objectives by investing in a mix of American Funds. |
| General | |
| Security Type | Mutual Fund |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Global Peer Group | Target Maturity MA USD 2055 |
| Peer Group | Mixed-Asset Target 2055 Funds |
| Global Macro | Target Maturity |
| US Macro | Mixed-Assets Target Date Funds |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Prospectus Objective | Growth Funds |
| Fund Owner Firm Name | Capital Group/American Funds |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
Fundamentals
| General | |
| Distribution Yield | -- |
| Dividend Yield TTM | -- |
| 30-Day SEC Yield | -- |
| 7-Day SEC Yield | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| ROI (TTM) | -- |
| Return on Investment (TTM) | -- |
| Earning Yield | -- |
| LT Debt / Shareholders Equity | -- |
| Bond | |
| Yield to Maturity | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
Growth Metrics
| EPS Growth (1Y) | 22.53% |
| EPS Growth (3Y) | 21.98% |
| EPS Growth (5Y) | 14.37% |
| Sales Growth (1Y) | 11.74% |
| Sales Growth (3Y) | 15.76% |
| Sales Growth (5Y) | 12.41% |
| Sales per Share Growth (1Y) | 20.45% |
| Sales per Share Growth (3Y) | 15.57% |
| Operating Cash Flow - Growth Ratge (3Y) | 17.94% |
As of December 31, 2024
Fund Details
| Key Dates | |
| Inception Date | 2/1/2010 |
| Last Annual Report Date | 10/31/2024 |
| Last Prospectus Date | 1/1/2025 |
| Share Classes | |
| AAMTX | A |
| CCJTX | C |
| FBJTX | Other |
| FCJTX | F3 |
| RAMTX | Retirement |
| RBEMX | Other |
| RBMTX | Retirement |
| RCMTX | Retirement |
| RDJTX | Retirement |
| REKTX | Retirement |
| RFKTX | Retirement |
| RHJTX | Other |
| Attributes | |
| Index Fund | -- |
| Inverse Fund | -- |
| Leveraged Fund | -- |
| Fund of Funds |
|
| Currency Hedged Fund | -- |
| Synthetic Replication Fund | No |
Top Portfolio Holders
| Name | % Weight |
|---|---|
| Portfolio A | 5.00% |
| Portfolio B | 3.50% |
| Portfolio C | 2.25% |
Excel Add-In Codes
| Name: =YCI("M:FAJTX", "name") |
| Broad Asset Class: =YCI("M:FAJTX", "broad_asset_class") |
| Broad Category: =YCI("M:FAJTX", "broad_category_group") |
| Prospectus Objective: =YCI("M:FAJTX", "prospectus_objective") |
| To find the codes for any of our securities and financial metrics, see our Complete Excel Reference. |