American Funds 2065 Trgt Date Retire F1 (FAXTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
22.12
-0.22 (-0.98%)
Jul 8, 2026, 8:05 AM EST
Fund Assets5.69B
Expense Ratio0.74%
Min. Investment$250
Turnover4.00%
Dividend (ttm)0.88
Dividend Yield3.94%
Dividend Growth102.84%
Payout FrequencyAnnual
Ex-Dividend DateDec 24, 2025
Previous Close22.34
YTD Return10.11%
1-Year Return19.91%
5-Year Return55.19%
52-Week Low18.87
52-Week High22.35
Beta (5Y)n/a
Holdings17
Inception DateMar 27, 2020

About FAXTX

The American Funds 2065 Target Date Retirement Fund Class F-1 is a target-date mutual fund designed to help investors prepare for retirement around the year 2065. This fund offers a diversified portfolio that automatically adjusts its asset allocation over time, starting with a greater emphasis on growth-oriented investments like equities and gradually shifting toward income-generating and capital preservation assets such as fixed income and balanced funds as the target retirement date approaches. Its primary function is to provide a single-fund solution that aligns with an investor’s anticipated retirement timeline, aiming to balance long-term growth, income, and risk management throughout the investment period. Managed by Capital Research and Management Company, the fund utilizes a mix of underlying American Funds, offering broad exposure across various sectors and geographies. By rebalancing its holdings according to a predetermined glide path, this fund seeks to meet the evolving needs of investors from the accumulation phase through to retirement, making it a common choice in employer-sponsored retirement plans and personal retirement portfolios.

Fund Family Capital Group
Category Target-Date 2065+
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol FAXTX
Share Class Class F-1
Index S&P Target Date 2065+ TR

Performance

FAXTX had a total return of 19.91% in the past year, including dividends. Since the fund's inception, the average annual return has been 16.01%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
RFVTXClass R-60.39%
FCQTXClass F-30.39%
REOTXClass R-50.44%
FBMTXClass F-20.47%

Top 10 Holdings

80.70% of assets
NameSymbolWeight
American Funds SMALLCAP World R6RLLGX10.09%
American Funds New Perspective R6RNPGX9.95%
American Funds Fundamental Invs R6RFNGX9.00%
American Funds Capital World Gr&Inc R6RWIGX8.35%
American Funds New World R6RNWGX8.28%
American Funds Washington Mutual R6RWMGX8.03%
American Funds Growth Fund of Amer R6RGAGX7.32%
American Funds Invmt Co of Amer R6RICGX7.00%
American Funds AMCAP R6RAFGX6.93%
American Funds American Mutual R6RMFGX5.74%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 24, 2025$0.8793Dec 26, 2025
Dec 26, 2024$0.4335Dec 27, 2024
Dec 22, 2023$0.2596Dec 26, 2023
Dec 23, 2022$0.478Dec 27, 2022
Dec 27, 2021$0.2168Dec 28, 2021
Dec 28, 2020$0.0935Dec 29, 2020
Full Dividend History