FBMTX Mutual Fund
FBMTX Mutual Fund
FBMTX Mutual Fund
American Funds 2065 Target Date Retirement Fund Class F-2
FBMTX Mutual Fund Overview
FBMTX Mutual Fund (American Funds 2065 Target Date Retirement Fund Class F-2) is managed by American Funds. FBMTX expense ratio is 0.47%, holding 17 positions across various sectors. Inception date: 2020-03-27.
FBMTX performance shows a YTD return of 8.57%. The 1-year return is 18.43% and the 5-year return is 9.10%. FBMTX dividend yield stands at 4.20%, paid annually.
FBMTX top holdings include New Perspective Fund, Class R-6 (10.0%), Smallcap World Fund Inc R6 (9.9%), American Funds Fundamental Investors (9.0%), New World Fund Inc R6 (nwf Cl R6) (8.3%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (8.2%). Go to all FBMTX holdings, FBMTX sectors, or FBMTX dividends.
FBMTX can be compared against other funds. Use FBMTX overlap to find shared positions, or FBMTX vs another fund for a side-by-side view. FBMTX alternatives are available via the screener, along with tax-loss harvesting opportunities.