Capital Group 2055 Target Date Ret Comp (S:0P0001H6H2)
53.90
+0.47
(+0.87%)
USD |
Nov 30 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 11, 2026.
*Indicates data for the year is incomplete.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| American Funds New Perspective Fund R6 | 9.00% | 72.84 | 0.89% |
| American Funds Fundamental Investors R6 | 8.89% | 95.10 | 1.15% |
| American Funds SMALLCAP World Fund R6 | 8.82% | 79.64 | 1.09% |
| American Funds Washington Mutual Inv Fund R6 | 7.95% | 66.79 | 0.94% |
| American Funds Capital World Gro & Inc Fd R6 | 7.89% | 74.14 | 1.05% |
| American Funds New World Fund R6 | 7.72% | 96.86 | 0.67% |
| American Funds AMCAP Fund R6 | 7.00% | 48.67 | 0.83% |
| American Funds Growth Fund of America R6 | 6.99% | 82.90 | 0.73% |
| American Funds American Balanced Fund R6 | 6.16% | 38.42 | 0.87% |
| American Funds American Mutual Fund R6 | 6.12% | 60.70 | 0.86% |
Fees & Availability
| Fees | |
| Negotiable Fee | -- |
| Maximum Management Fee | -- |
| Prospectus Custodian Fee | -- |
| Purchase Details | |
| Open to New Investors | -- |
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 | -- |