American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX) Research

This investment vehicle aims for capital appreciation, income generation, and the preservation of principal. The fund's strategy involves allocating its assets across a diverse array of underlying American Funds, with specific combinations and weightings determined by the advisor to meet these objectives. These underlying holdings encompass various investment categories, including growth, growth-and-income, equity-income, balanced, and fixed income funds, each designed with distinct goals. A key feature is the increased allocation towards fixed income, equity-income, and balanced funds as the fund advances beyond its designated target retirement year.

Market snapshot

Symbol
FAOTX
Price
$14.67
Day change
+0.27%
Market cap
$14.4B
52-week range
13.79-15.15
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Funds Moderate Growth and Income Portfolio - Class F-1 (BLPFX)
  • American Funds 2060 Target Date Retirement Fund Class F-1 (FAWTX)
  • Oakmark International R6 (OAZIX)
  • T. Rowe Price International Stock (PRITX)
  • T. Rowe Price International Stock Fund Class R (RRITX)
  • T. Rowe Price Retirement 2020 Fund Class R (RRTBX)
  • First Eagle Overseas Fund (SGOIX)
  • T. Rowe Price Mid-Cap Value Fund Advisor Class (TAMVX)

Open American Funds 2020 Target Date Retirement Fd Cl F-1 (FAOTX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.