Capital Group 2030 Target Date Ret Comp (S:0P0001H6GX)
40.01
+0.08
(+0.20%)
USD |
Dec 31 2025
Returns Chart
Sep '18
Jan '19
May '19
285.00
270.00
255.00
240.00
Key Stats
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Annual Total Returns Versus Peers
As of January 16, 2026.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| American Funds American Balanced Fund R6 | 8.28% | 38.53 | 0.36% |
| American Funds Bond Fund of America R6 | 6.95% | 11.46 | -0.09% |
| American Funds Capital World Gro & Inc Fd R6 | 6.94% | 74.26 | 0.15% |
| American Funds American Mutual Fund R6 | 6.94% | 61.00 | 0.38% |
| American Funds Inflation Linked Bond Fund R6 | 6.09% | 9.48 | -0.11% |
| American Funds AMCAP Fund R6 | 5.63% | 48.20 | 0.21% |
| American Funds Global Balanced Fund R6 | 5.13% | 41.04 | 0.07% |
| American Funds Washington Mutual Inv Fund R6 | 5.09% | 66.94 | 0.44% |
| American Funds Intmdt Bond Fund of America R6 | 4.95% | 12.73 | -0.16% |
| American Funds Mortgage Fund R6 | 4.95% | 8.94 | -0.22% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
| Minimum Initial Investment | -- |
| Minimum Subsequent Investment | -- |
Basic Info
| Investment Strategy | |
| None |
| General | |
| Security Type | None |
| Equity Style | None |
| Fixed Income Style | None |
| Broad Asset Class | None |
| YCharts Categorization | -- |
| YCharts Benchmark | -- |
| Fund Owner Firm Name | None |
| Broad Asset Class Benchmark Index | |
| None | |
Fundamentals
| General | |
| Number of Holdings | -- |
| Stock | |
| Weighted Average PE Ratio | -- |
| Weighted Average Price to Sales Ratio | -- |
| Weighted Average Price to Book Ratio | -- |
| Weighted Median ROE | -- |
| Weighted Median ROA | -- |
| Number of Equity Holdings | -- |
| Bond | |
| Yield to Maturity | -- |
| Effective Duration | -- |
| Average Coupon | -- |
| Calculated Average Quality | -- |
| Effective Maturity | -- |
| Nominal Maturity | -- |
| Number of Bond Holdings | -- |
Fund Details
| Key Dates | |
| Inception Date | -- |
| Attributes | |
| Socially Responsible Fund | -- |