American Funds 2055 Target Date Retirement Fund® Class F-2 (FBJTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
29.12
-0.13 (-0.44%)
Jul 31, 2025, 4:00 PM EDT
-0.44%
Fund Assets27.13B
Expense Ratio0.47%
Min. Investment$250
Turnover5.00%
Dividend (ttm)0.90
Dividend Yield3.08%
Dividend Growth57.09%
Payout FrequencyAnnual
Ex-Dividend DateDec 26, 2024
Previous Close29.25
YTD Return11.44%
1-Year Return17.09%
5-Year Return70.56%
52-Week Low23.29
52-Week High29.49
Beta (5Y)n/a
Holdings20
Inception DateFeb 21, 2014

About FBJTX

The American Funds 2055 Target Date Retirement Fund Class F-2 is a target-date mutual fund designed for individuals planning to retire around the year 2055. Its primary function is to provide a diversified, professionally managed investment solution that automatically adjusts its asset allocation over time. Early in its lifecycle, the fund emphasizes growth by allocating a higher proportion of assets to equities. As the fund approaches its target retirement date, it strategically shifts toward income and capital preservation, increasing holdings in fixed income, equity-income, and balanced funds. This fund pools investments across a collection of underlying American Funds, leveraging broad exposure to domestic and international equities, as well as bonds and other fixed income instruments. Managed by Capital Research and Management Company, the fund aims to balance long-term growth potential with risk management, catering to changing investor needs as retirement nears. With substantial assets under management and a low expense ratio, it serves as a core retirement savings vehicle for individuals seeking a “set-and-forget” approach tailored to a specific retirement horizon.

Fund Family American Funds
Category Target-Date 2055
Stock Exchange NASDAQ
Ticker Symbol FBJTX
Share Class Class F-2
Index S&P Target Date 2055 TR

Performance

FBJTX had a total return of 17.09% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.80%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
RFKTXClass R-60.38%
FCJTXClass F-30.38%
REKTXClass R-50.43%
RHJTXClass R-5e0.53%

Top 10 Holdings

76.81% of assets
NameSymbolWeight
American Funds Fundamental Investors® Class R-6RFNGX9.09%
American Funds New Perspective Fund® Class R-6RNPGX8.97%
American Funds SMALLCAP World Fund® Class R-6RLLGX8.91%
American Funds Capital World Growth and Income Fund® Class R-6RWIGX7.99%
American Funds Washington Mutual Investors Fund Class R-6RWMGX7.85%
American Funds New World Fund® Class R-6RNWGX7.80%
American Funds The Growth Fund of America® Class R-6RGAGX7.03%
American Funds AMCAP Fund® Class R-6RAFGX7.03%
American Funds American Balanced Fund® Class R-6RLBGX6.08%
American Funds Investment Company of America® Class R-6RICGX6.07%

Dividend History

Ex-DividendAmountPay Date
Dec 26, 2024$0.9009Dec 27, 2024
Dec 22, 2023$0.5735Dec 26, 2023
Dec 23, 2022$1.4168Dec 27, 2022
Dec 27, 2021$1.1528Dec 28, 2021
Dec 28, 2020$0.7477Dec 29, 2020
Dec 30, 2019$0.8415Dec 31, 2019