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American Funds 2030 Trgt Date Retire C (CCETX)

17.29 -0.05 (-0.29%)
At close: 8:00 PM EDT
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DELL
  • Previous Close 17.34
  • YTD Return 7.73%
  • Expense Ratio 1.40%
  • Category Target-Date 2030
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 48.87B
  • Beta (5Y Monthly) 0.96
  • Yield 1.19%
  • 5y Average Return --
  • Holdings Turnover 2.00%
  • Last Dividend 0.20
  • Inception Date Jan 27, 2017

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.

American Funds

Fund Family

Target-Date 2030

Fund Category

48.87B

Net Assets

2017-01-27

Inception Date

Performance Overview: CCETX

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Trailing returns as of 8/27/2024. Category is Target-Date 2030.

YTD Return

CCETX
7.73%
Category
7.97%
?

1-Year Return

CCETX
11.74%
Category
25.53%
?

3-Year Return

CCETX
2.19%
Category
11.28%
?

5-Year Return

CCETX
6.91%
Category
10.98%
?

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Holdings: CCETX

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Top 10 Holdings (60.08% of Total Assets)

SymbolCompany% Assets
RLBGX
American Funds American Balanced R6 8.06%
RWIGX
American Funds Capital World Gr&Inc R6 7.04%
RMFGX
American Funds American Mutual R6 6.98%
RBFGX
American Funds The Bond Fund of America 6.21%
RAFGX
American Funds AMCAP R6 6.15%
RILFX
American Funds Inflation Linked Bd R6 5.82%
RWMGX
American Funds Washington Mutual R6 5.10%
RMAGX
American Funds Mortgage R6 4.91%
RGVGX
American Funds US Government Sec R6 4.91%
RGBGX
American Funds Global Balanced R6 4.89%

Sector Weightings

Recent News: CCETX

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Research Reports: CCETX

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