American Funds 2060 Target Date Retirement Fund® Class F-1
FAWTX
NASDAQ
| Weiss Ratings | FAWTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FAWTX-NASDAQ | Click to Compare |
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| Provider | American Funds | |||
| Manager/Tenure (Years) | Wesley K. Phoa (10), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
| Website | http://www.americanfunds.com | |||
| Fund Information | FAWTX-NASDAQ | Click to Compare |
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| Fund Name | American Funds 2060 Target Date Retirement Fund® Class F-1 | |||
| Category | Target-Date 2060 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Mar 27, 2015 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 250.00 | |||
| Minimum Subsequent Investment | 50.00 | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | FAWTX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.76% | |||
| Dividend | FAWTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.73% | |||
| Asset Allocation | FAWTX-NASDAQ | Click to Compare |
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| Cash | 4.10% | |||
| Stock | 86.73% | |||
| U.S. Stock | 60.15% | |||
| Non-U.S. Stock | 26.58% | |||
| Bond | 8.50% | |||
| U.S. Bond | 6.73% | |||
| Non-U.S. Bond | 1.77% | |||
| Preferred | 0.36% | |||
| Convertible | 0.01% | |||
| Other Net | 0.30% | |||
| Price History | FAWTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 2.01% | |||
| 30-Day Total Return | 4.39% | |||
| 60-Day Total Return | 10.61% | |||
| 90-Day Total Return | 5.21% | |||
| Year to Date Total Return | 5.45% | |||
| 1-Year Total Return | 13.07% | |||
| 2-Year Total Return | 34.39% | |||
| 3-Year Total Return | 39.78% | |||
| 5-Year Total Return | 66.57% | |||
| Price | FAWTX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | FAWTX-NASDAQ | Click to Compare |
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| Nav | $18.75 | |||
| 1-Month Low NAV | $17.82 | |||
| 1-Month High NAV | $18.75 | |||
| 52-Week Low NAV | $15.81 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.99 | |||
| 52-Week High Price (Date) | Dec 16, 2024 | |||
| Beta / Standard Deviation | FAWTX-NASDAQ | Click to Compare |
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| Beta | 0.86 | |||
| Standard Deviation | 14.70 | |||
| Balance Sheet | FAWTX-NASDAQ | Click to Compare |
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| Total Assets | 16.14B | |||
| Operating Ratios | FAWTX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.75% | |||
| Turnover Ratio | 5.00% | |||
| Performance | FAWTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.52% | |||
| Last Bear Market Total Return | -15.24% | |||