FAPTX Mutual Fund

FAPTX Mutual Fund

NAV$16.86
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Fund Essentials - as of Jan 31, 2026

Net Assets
$63M
Expense Ratio
0.67%
Dividend Yield (Current)
7.06%
Holdings
21
Inception Date
Feb 21, 2014
Fund Family
American Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually
SEC 30-Day Yield
PRO

Performance

YTD+4.51%
1 Year+10.77%
3 Year+10.36%
5 Year+5.31%
10 Year+7.47%

Asset Allocation

Other: 100.00%
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Top Holdings

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TickerNameWeight
RIDGXThe Income Fund Of America, Class R-69.08%
RBFGXBond Fund Of America (The) R6 (Bfa Cl R6)8.17%
RLBGXAmerican Balanced Fund R6 (Ambal Cl R6)7.98%
RILFXAmerican Funds Inflation Linked Bond R6 (ilbf Cl R6)7.68%
RMAGXAmerican Funds Mortgage Fund, Class R-66.00%
Top 10 Concentration: 66.99%Report Date: Jan 31, 2026
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Dividend Summary

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Dividend Yield (Current)
7.06%
Frequency
Annually
Latest Distribution
$1.00
-

Peer Comparison

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

FAPTX Mutual Fund Overview

FAPTX Mutual Fund (American Funds 2025 Target Date Retirement Income Fund Class F1) is managed by American Funds with $63.1M in net assets. FAPTX expense ratio is 0.67%, holding 21 positions across various sectors. Inception date: 2014-02-21.

FAPTX performance shows a YTD return of 4.51%. The 1-year return is 10.77% and the 5-year return is 5.31%. FAPTX dividend yield stands at 7.06%, paid annually.

FAPTX top holdings include The Income Fund Of America, Class R-6 (9.1%), Bond Fund Of America (The) R6 (Bfa Cl R6) (8.2%), American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Funds Inflation Linked Bond R6 (ilbf Cl R6) (7.7%), American Funds Mortgage Fund, Class R-6 (6.0%). Go to all FAPTX holdings, FAPTX sectors, or FAPTX dividends.

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