American Funds 2055 Target Date Retirement Fund® Class F-3
FCJTX
NASDAQ
Weiss Ratings | FCJTX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | FCJTX-NASDAQ | Click to Compare |
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Provider | Capital Group | |||
Manager/Tenure (Years) | Wesley K. Phoa (13), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
Website | http://capitalgroup.com | |||
Fund Information | FCJTX-NASDAQ | Click to Compare |
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Fund Name | American Funds 2055 Target Date Retirement Fund® Class F-3 | |||
Category | Target-Date 2055 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Jan 27, 2017 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 1,000,000.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | -- | |||
Back End Fee | -- | |||
Dividends and Shares | FCJTX-NASDAQ | Click to Compare |
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Dividend Yield | 1.08% | |||
Dividend | FCJTX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.78% | |||
Asset Allocation | FCJTX-NASDAQ | Click to Compare |
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Cash | 4.15% | |||
Stock | 86.85% | |||
U.S. Stock | 60.37% | |||
Non-U.S. Stock | 26.48% | |||
Bond | 8.34% | |||
U.S. Bond | 6.65% | |||
Non-U.S. Bond | 1.69% | |||
Preferred | 0.35% | |||
Convertible | 0.01% | |||
Other Net | 0.30% | |||
Price History | FCJTX-NASDAQ | Click to Compare |
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7-Day Total Return | -0.94% | |||
30-Day Total Return | 2.11% | |||
60-Day Total Return | 3.35% | |||
90-Day Total Return | 5.58% | |||
Year to Date Total Return | 16.34% | |||
1-Year Total Return | 15.30% | |||
2-Year Total Return | 50.99% | |||
3-Year Total Return | 76.63% | |||
5-Year Total Return | 77.48% | |||
Price | FCJTX-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 | FCJTX-NASDAQ | Click to Compare |
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Nav | $30.46 | |||
1-Month Low NAV | $29.62 | |||
1-Month High NAV | $30.81 | |||
52-Week Low NAV | $23.34 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $30.81 | |||
52-Week High Price (Date) | Sep 22, 2025 | |||
Beta / Standard Deviation | FCJTX-NASDAQ | Click to Compare |
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Beta | 0.87 | |||
Standard Deviation | 13.24 | |||
Balance Sheet | FCJTX-NASDAQ | Click to Compare |
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Total Assets | 27.85B | |||
Operating Ratios | FCJTX-NASDAQ | Click to Compare |
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Expense Ratio | 0.39% | |||
Turnover Ratio | 5.00% | |||
Performance | FCJTX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 13.75% | |||
Last Bear Market Total Return | -15.09% | |||