American Funds 2025 Target Date Retirement Fund - AFTD2025 - All Holdings | American Funds

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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Retirement Target Date Funds

®

21 Total Holdings:
As of 3/31/21
All Holdings: 1 - 15 of 21
Security Name Asset Type Shares or
Principal Amount
Market Value Percent of
Net Assets
descending arrow
Intermediate Bond Fund of America, Class R-6 Equity 196,836,312 $2,716,341,103.00 8.9%
American Mutual Fund, Class R-6 Equity 39,580,960 $1,896,323,802.00 6.2%
Washington Mutual Investors Fund, Class R-6 Equity 33,620,932 $1,824,271,779.00 6%
The Investment Company of America, Class R-6 Equity 37,498,433 $1,775,175,806.00 5.8%
The Bond Fund of America, Class R-6 Equity 129,568,187 $1,728,439,614.00 5.7%
U.S. Government Securities Fund, Class R-6 Equity 123,577,613 $1,726,379,253.00 5.7%
American Balanced Fund, Class R-6 Equity 53,325,395 $1,665,885,325.00 5.5%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 153,825,737 $1,650,550,156.00 5.4%
Capital Income Builder, Class R-6 Equity 24,526,720 $1,611,650,781.00 5.3%
The Income Fund of America, Class R-6 Equity 65,240,127 $1,618,607,545.00 5.3%
American Funds Mortgage Fund, Class R-6 Equity 155,274,887 $1,574,487,358.00 5.2%
American Funds Global Balanced Fund, Class R-6 Equity 41,220,398 $1,561,840,879.00 5.1%
Capital World Bond Fund, Class R-6 Equity 73,199,917 $1,497,670,305.00 4.9%
Fundamental Investors, Class R-6 Equity 20,082,077 $1,473,020,356.00 4.9%
Capital World Growth and Income Fund, Class R-6 Equity 23,181,295 $1,431,908,588.00 4.7%
All Holdings: 1 - 15 of 21

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.

Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.

While not directly correlated to changes in interest rates, the values of inflation-linked bonds generally fluctuate in response to changes in real interest rates and may experience greater losses than other debt securities with similar durations.

Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.

Investments in mortgage-related securities involve additional risks, such as prepayment risk.

Fund shares of U.S. Government Securities Fund are not guaranteed by the U.S. government.

Small-company stocks entail additional risks, and they can fluctuate in price more than larger company stocks.

Each target date portfolio is composed of a mix of underlying funds and is subject to the risks and returns of those funds. Underlying funds may be added or removed during the year. Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date. The target allocations shown are as of each fund's prospectus available at the time of publication, and are subject to the oversight committee's discretion. The investment adviser anticipates assets will be invested within a range that deviates no more than 10% above or below these allocations. Underlying funds may be added or removed during the year. Changes in the equity allocation within the underlying equity-income and balanced funds may affect the overall equity exposure in the target date portfolios. Visit capitalgroup.com for current allocations.

Allocations may not achieve investment objectives. The portfolios' risks are directly related to the risks of the underlying funds.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Portfolios are managed, so holdings will change.

  1. Figures are based on holdings of the underlying funds, if applicable, as of date shown.

American Funds Distributors, Inc., member FINRA.

Use of this website is intended for U.S. residents only.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.