CCKTX Mutual Fund

CCKTX Mutual Fund

NAV$21.14
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Fund Essentials - as of Aug 31, 2026

Net Assets
-
Expense Ratio
1.47%
Dividend Yield (Current)
4.48%
Holdings
18
Inception Date
Mar 27, 2015
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+8.05%
1 Year+12.11%
3 Year+16.91%
5 Year+8.96%
10 Year+11.55%

Asset Allocation

Stocks: 6.59%
Other: 93.41%
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Top Holdings

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TickerNameWeight
ANWPXNew Perspective Fund9.70%
-Smallcap World Fund9.60%
BISXXBlackrock Funds9.00%
NEWFXNew World Fund8.60%
CWGIX:CACapital World Growth and Income Fund8.50%
Top 10 Concentration: 80.70%Report Date: Aug 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.48%
Frequency
Annually
Latest Distribution
$0.50
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CCKTX Mutual Fund Overview

CCKTX Mutual Fund (American Funds 2060 Target Date Retirement Fund Class C) is managed by American Funds. CCKTX expense ratio is 1.47%, holding 18 positions across various sectors. Inception date: 2015-03-27.

CCKTX performance shows a YTD return of 8.05%. The 1-year return is 12.11% and the 5-year return is 8.96%. CCKTX dividend yield stands at 4.48%, paid annually.

CCKTX top holdings include New Perspective Fund (9.7%), Smallcap World Fund (9.6%), Blackrock Funds (9.0%), New World Fund (8.6%), Capital World Growth and Income Fund (8.5%). Go to all CCKTX holdings, CCKTX sectors, or CCKTX dividends.

CCKTX can be compared against other funds. Use CCKTX overlap to find shared positions, or CCKTX vs another fund for a side-by-side view. CCKTX alternatives are available via the screener, along with tax-loss harvesting opportunities.