American Funds 2020 Target Date Retirement Income Fund® Class F-2
FBCTX
NASDAQ
| Weiss Ratings | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Capital Group | |||
| Manager/Tenure (Years) | Wesley K. Phoa (14), Michelle J. Black (6), David A. Hoag (6), 5 others | |||
| Website | http://capitalgroup.com | |||
| Fund Information | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds 2020 Target Date Retirement Income Fund® Class F-2 | |||
| Category | Target-Date 2020 | |||
| Sub-Category | Target Date | |||
| Prospectus Objective | Asset Allocation | |||
| Inception Date | Feb 21, 2014 | |||
| 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 | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.51% | |||
| Dividend | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.29% | |||
| Asset Allocation | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 6.13% | |||
| Stock | 43.83% | |||
| U.S. Stock | 32.42% | |||
| Non-U.S. Stock | 11.41% | |||
| Bond | 49.31% | |||
| U.S. Bond | 44.10% | |||
| Non-U.S. Bond | 5.21% | |||
| Preferred | 0.27% | |||
| Convertible | 0.04% | |||
| Other Net | 0.43% | |||
| Price History | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.14% | |||
| 30-Day Total Return | -3.15% | |||
| 60-Day Total Return | -1.80% | |||
| 90-Day Total Return | -0.07% | |||
| Year to Date Total Return | -0.07% | |||
| 1-Year Total Return | 11.04% | |||
| 2-Year Total Return | 20.92% | |||
| 3-Year Total Return | 32.87% | |||
| 5-Year Total Return | 30.76% | |||
| Price | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $14.11 | |||
| 1-Month Low NAV | $13.88 | |||
| 1-Month High NAV | $14.57 | |||
| 52-Week Low NAV | $13.00 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $15.27 | |||
| 52-Week High Price (Date) | Dec 23, 2025 | |||
| Beta / Standard Deviation | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.47 | |||
| Standard Deviation | 6.54 | |||
| Balance Sheet | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 14.98B | |||
| Operating Ratios | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.38% | |||
| Turnover Ratio | 7.00% | |||
| Performance | FBCTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 10.36% | |||
| Last Bear Market Total Return | -8.41% | |||