AANTX
American Funds 2060 Target Date Retirement Fund
1W: +1.7%
1M: -4.4%
3M: -2.6%
YTD: -3.4%
1Y: +13.1%
3Y: +50.3%
5Y: +39.3%
$19.84
+0.07 (+0.35%)
ETF-Level Metrics
AUM$19.8B
Holdings8
Top 10 Wt52.7%
Beta1.15
% Profitable—%
Coverage—%
Portfolio Valuation
P/E—
P/B—
P/S—
EV/EBITDA—
P/FCF—
PEG—
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity—
Debt/Assets—
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio—
Quick Ratio—
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F—
Altman Z—
IS Quality—
IS Overall—
IS Value—
Median P/E—
Sector Breakdown
2 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Financial Services | 8 | 52.7% | — |
| Other | 9 | 47.3% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 17 of 17 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | NEW PERSPECTIVE FUND (NPF) | RNPGX | 9.83% | $1.8B | 24,046,630 | — | $166.0B | Financial Services |
| 2 | SMALLCAP WORLD FUND INC | RLLGX | 9.74% | $1.8B | 22,786,297 | — | $88.4B | Financial Services |
| 3 | FUNDAMENTAL INVESTORS Private | — | 9.03% | $1.7B | 17,333,364 | — | — | — |
| 4 | CAPITAL WORLD GROWTH & INCOME FUND Private | — | 8.03% | $1.5B | 19,209,166 | — | — | — |
| 5 | NEW WORLD FUND INC | RNWGX | 8.00% | $1.5B | 15,068,928 | — | $82.2B | Financial Services |
| 6 | WASHINGTON MUTUAL INVESTORS FUND (WMIF) Private | — | 7.94% | $1.5B | 21,741,048 | — | — | — |
| 7 | GROWTH FUND OF AMERICA (THE) | RGAGX | 7.05% | $1.3B | 14,369,895 | — | $265.5B | Financial Services |
| 8 | AMCAP FUND Private | — | 7.04% | $1.3B | 26,148,770 | — | — | — |
| 9 | INVESTMENT COMPANY OF AMERICA Private | — | 6.83% | $1.3B | 18,489,069 | — | — | — |
| 10 | AMERICAN BALANCED FUND (AMBAL) | RLBGX | 5.97% | $1.1B | 27,949,165 | — | $279.9B | Financial Services |
| 11 | AMERICAN MUTUAL FUND (AMF) | RMFGX | 5.12% | $941.7M | 15,149,153 | — | $71.4B | Financial Services |
| 12 | NEW ECONOMY FUND Private | — | 5.03% | $925.9M | 11,658,852 | — | — | — |
| 13 | U S GOVERNMENT SECURITIES FUND (GVT) | RGVGX | 5.01% | $921.8M | 75,867,512 | — | $24.7B | Financial Services |
| 14 | EUPAC FUND | RERGX | 2.02% | $371.4M | 5,594,747 | — | $141.9B | Financial Services |
| 15 | AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL) Private | — | 2.00% | $368.0M | 8,826,839 | — | — | — |
| 16 | AMERICAN FUNDS EMERGING MARKETS BOND FUND (EMBF) Bond | — | 0.99% | $181.7M | 22,343,269 | — | — | — |
| 17 | AMERICAN FUNDS GLOBAL INSIGHT FUND Private | — | 0.38% | $70.0M | 2,474,551 | — | — | — |