LFG YOURPATH AMERICAN FUNDS 2060 MOD (S:0P0001QZX7)
21.00
+0.21
(+1.03%)
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 December 28, 2025.
Asset Allocation
| Type | % Net |
|---|---|
| Cash | -- |
| Stock | -- |
| Bond | -- |
| Convertible | -- |
| Preferred | -- |
| Other | -- |
Top 10 Holdings
| Name | % Weight | Price | % Change |
|---|---|---|---|
| American Funds Fundamental Investors R6 | 18.07% | 92.66 | 0.13% |
| American Funds Washington Mutual Inv Fund R6 | 12.67% | 65.96 | -0.02% |
| American Funds American Mutual Fund R6 | 11.11% | 60.05 | 0.02% |
| American Funds AMCAP Fund R6 | 8.22% | 47.95 | 0.10% |
| American Funds International Gro & Inc Fd R6 | 7.77% | 44.75 | 0.22% |
| American Funds Growth Fund of America R6 | 7.73% | 81.49 | 0.00% |
| American Funds EUPAC Fund R6 | 6.98% | 60.66 | 0.26% |
| American Funds New Perspective Fund R6 | 6.49% | 71.23 | 0.06% |
| American Funds SMALLCAP World Fund R6 | 5.57% | 77.37 | -0.06% |
| American Funds Bond Fund of America R6 | 4.67% | 11.46 | 0.00% |
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 | -- |