American Funds 2060 Target Date Retirement Fund® Class F-3 (FCKTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
19.66
+0.09 (0.46%)
Jun 27, 2025, 4:00 PM EDT
12.15%
Fund Assets 16.14B
Expense Ratio 0.39%
Min. Investment $250
Turnover 5.00%
Dividend (ttm) 0.60
Dividend Yield 3.07%
Dividend Growth 56.93%
Payout Frequency Annual
Ex-Dividend Date n/a
Previous Close 19.57
YTD Return 10.20%
1-Year Return 15.86%
5-Year Return 80.80%
52-Week Low 15.88
52-Week High 19.66
Beta (5Y) n/a
Holdings 17
Inception Date Jan 27, 2017

About FCKTX

The American Funds 2060 Target Date Retirement Fund F-3 is a target-date mutual fund designed to help investors prepare for retirement around the year 2060. The fund employs a dynamic asset allocation strategy that evolves as its target date approaches—starting with a greater emphasis on growth-oriented equities and gradually shifting toward income-generating and capital preservation assets, such as fixed income and balanced funds. This approach aims to align the fund’s risk profile with the needs of investors throughout their careers and into retirement. As of April 2025, the fund’s portfolio reflects a diversified mix, holding approximately 60.6% in U.S. equities, 26.2% in non-U.S. equities, and smaller allocations to bonds and cash equivalents. Key sectors represented include information technology, industrials, financials, and health care. The fund is managed by Capital Research and Management Company, leveraging multiple underlying American Funds to create a comprehensive investment solution. Its role in the financial market centers on providing a simple, professionally managed retirement savings vehicle that adjusts to market conditions and the changing needs of long-term investors as they advance toward and beyond retirement.

Fund Family American Funds
Category Target-Date 2060+
Stock Exchange NASDAQ
Ticker Symbol FCKTX
Share Class Class F-3
Index S&P Target Date 2060 TR USD

Performance

FCKTX had a total return of 15.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 11.23%.

Other Share Classes

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

Symbol Share Class Expense Ratio
RFUTX Class R-6 0.39%
REMTX Class R-5 0.44%
FBKTX Class F-2 0.48%
RHKTX Class R-5e 0.54%

Top 10 Holdings

79.82% of assets
Name Symbol Weight
American Funds New Perspective Fund® Class R-6 RNPGX 9.99%
American Funds SMALLCAP World Fund® Class R-6 RLLGX 9.94%
American Funds Fundamental Investors® Class R-6 RFNGX 9.01%
American Funds New World Fund® Class R-6 RNWGX 8.04%
American Funds Washington Mutual Investors Fund Class R-6 RWMGX 7.98%
American Funds Capital World Growth and Income Fund® Class R-6 RWIGX 7.97%
American Funds The Growth Fund of America® Class R-6 RGAGX 7.03%
American Funds AMCAP Fund® Class R-6 RAFGX 6.96%
American Funds Investment Company of America® Class R-6 RICGX 6.92%
American Funds American Balanced Fund® Class R-6 RLBGX 5.98%
View More Holdings

Dividend History

Ex-Dividend Amount Pay Date
Dec 26, 2024 $0.6012 Dec 27, 2024
Dec 22, 2023 $0.3831 Dec 26, 2023
Dec 23, 2022 $0.8749 Dec 27, 2022
Dec 27, 2021 $0.6733 Dec 28, 2021
Dec 28, 2020 $0.446 Dec 29, 2020
Dec 30, 2019 $0.4818 Dec 31, 2019
Full Dividend History