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American Funds 2065 Trgt Date Retire F3 FCQTX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
16.08  /  1.07 %
Total Assets
246.6 Mil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Below Average
Longest Manager Tenure
1.47 years
Category
Target-Date 2065+
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
0.60%
Turnover
22%

USD | NAV as of Jun 21, 2021 | 1-Day Return as of Jun 21, 2021, 9:40 PM GMT+00:00

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Morningstar’s Analysis

Will FCQTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

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The Process Pillar is our assessment of how sensible, clearly defined, and repeatable FCQTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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The People Pillar is our evaluation of the FCQTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

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The Parent Pillar is our rating of FCQTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A stalwart target-date series.

Senior Analyst

Summary

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American Funds Target Date Retirement series features a star-studded cast of underlying funds, and Capital Group’s commitment to boosting its asset-allocation resources give us confidence the series can continue to deliver for shareholders over the long term. It continues to earn a Morningstar Analyst Rating of Silver for its cheapest share classes and Bronze or Neutral ratings for its more expensive options.

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