AAETX : American Funds 2030 Target Date Retirement Fund® Class A

AAETX is a Allocation Market Target-Date with MODERATE fees.


American Funds 2030 Target Date Retirement Fund® Class A

FI Score

73 /100

Expense Ratio Rating

6 /10

Expense Rating

6 /10

Market Score

10 /10

Category Score

5 /10

Market Size

10 /10

73% FI Score
  • aaetx
  • Mutual Fund
  • Allocation
  • Target-Date

American Funds 2030 Target Date Retirement Fund® Class A

Expenses: 0.37% (Better than 1% of similar funds)

This is an OK choice for a Target-Date Allocation fund. See why »

Fund Summary

The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives.

Largest Holdings

Amount Holding
7.92% American Funds Washington Mutual R6
7.01% American Funds Invmt Co of Amer R6
6.89% American Funds US Government Sec R6
6.04% American Funds American Mutual R6
6.02% American Funds Global Balanced R6
6.01% American Funds American Balanced R6
5.98% American Funds Fundamental Invs R6
5.03% American Funds Capital World Gr&Inc R6
5.03% American Funds New Perspective R6
4.96% American Funds Mortgage R6
4.93% American Funds Capital World Bond R6
4.23% American Funds Interm Bd Fd of Amer R6
4.04% American Funds AMCAP R6
4.02% American Funds Capital Income Bldr R6
4.01% American Funds Income Fund of Amer R6
3.98% American Funds Growth Fund of Amer R6
3.97% American Funds Inflation Linked Bd R6
2.99% American Funds Europacific Growth R6
2.95% American Funds Intl Gr and Inc R6
2.83% American Funds SMALLCAP World R6
0.95% American Funds New World R6
0.25% American Funds Bond Fund of Amer R6

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