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American Funds 2020 Target Date Retirement Fund® Class F-1 (0P0000ZRX5)

US Funds

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14.370 +0.030 +0.21%

03/07 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Bond

Morningstar Rating:
Total Assets: 44.91M

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0P0000ZRX5 Holdings

Comprehensive information about top holdings and Key Holding Information for the American Funds 2020 Target Date Retirement Fund Cl (0P0000ZRX5) fund. Our American Funds 2020 Target Date Retirement Fund Cl portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	5.120	8.310	3.190
Shares	44.750	44.750	0.000
Bonds	49.280	49.280	0.000
Convertible	0.060	0.060	0.000
Preferred	0.060	0.060	0.000
Other	0.750	0.750	0.000

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	17.136	17.614
Price to Book	3.055	2.474
Price to Sales	2.158	1.810
Price to Cash Flow	11.646	10.129
Dividend Yield	2.589	2.251
5 Years Earnings Growth	9.750	10.446

Sector Allocation

Name	Net %	Category Average
Technology	19.810	19.868
Financial Services	14.980	15.992
Healthcare	13.420	12.093
Industrials	12.250	11.228
Consumer Defensive	8.620	6.773
Consumer Cyclical	7.700	10.714
Communication Services	6.470	6.980
Energy	5.340	4.328
Utilities	4.970	3.171
Basic Materials	3.560	4.114
Real Estate	2.880	4.770

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 21

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
American Funds Income Fund of Amer R6	-	11.98	-	-
American Funds Inflation Linked Bd R6	-	8.03	-	-
American Funds Bond Fund of Amer R6	-	8.03	-	-
American Funds American Balanced R6	-	7.99	-	-
American Funds Mortgage R6	-	6.03	-	-
American Funds Interm Bd Fd of Amer R6	-	6.03	-	-
American Funds Capital Income Bldr R6	-	6.02	-	-
American Funds American Mutual R6	-	5.92	-	-
American Funds US Government Sec R6	-	5.03	-	-
American Funds Capital World Gr&Inc R6	-	4.98	-	-

Top Bond Funds by American Funds

Name	Total Assets	YTD%	3Y%	10Y%
American Funds 2035 Trgt Date RetR6	36.73B	5.04	9.68	8.72
American Funds 2030 Trgt Date RetR6	35.53B	4.86	8.30	7.66
American Funds 2040 Trgt Date RetR6	34.61B	5.25	11.10	9.37
American Funds Bond Fund of Amer F2	31.48B	2.50	1.40	1.91
American Funds 2045 Trgt Date RetR6	30.63B	5.33	11.46	9.55

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	Name	Price	Chg.	Chg. %
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	CS Invm Fds 2 - C.	168.050	+3.240	+1.97%