American Funds 2020 Target Date Retirement Fund - AFTD2020 - All Holdings | American Funds



21 Total Holdings:
As of 6/30/19
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 102,109,318 $1,386,644,538.00 8.9%
Capital Income Builder, Class R-6 Equity 21,246,151 $1,297,927,386.00 8.4%
The Income Fund of America, Class R-6 Equity 57,897,015 $1,302,682,827.00 8.4%
The Bond Fund of America, Class R-6 Equity 90,055,328 $1,185,128,117.00 7.6%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 105,373,403 $1,043,196,693.00 6.7%
American Mutual Fund, Class R-6 Equity 22,422,244 $935,904,476.00 6%
American Funds Mortgage Fund, Class R-6 Equity 89,149,371 $904,866,120.00 5.8%
The Investment Company of America, Class R-6 Equity 20,954,188 $799,192,719.00 5.1%
Washington Mutual Investors Fund, Class R-6 Equity 17,446,639 $800,102,860.00 5.1%
Capital World Bond Fund, Class R-6 Equity 38,307,542 $777,260,031.00 5%
U.S. Government Securities Fund, Class R-6 Equity 55,950,247 $781,065,450.00 5%
American High-Income Trust, Class R-6 Equity 67,806,521 $689,592,318.00 4.4%
American Balanced Fund, Class R-6 Equity 23,921,405 $654,011,216.00 4.2%
Capital World Growth and Income Fund, Class R-6 Equity 13,208,659 $645,110,891.00 4.2%
Fundamental Investors, Class R-6 Equity 10,882,161 $645,094,523.00 4.2%
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.

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

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

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. Investments in mortgage-related securities involve additional risks, such as prepayment risk, as more fully described in the prospectus. 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.

For more information about the risks associated with each fund, go to its detailed fund information page or read the prospectus. Investment allocations for funds of funds may not achieve fund objectives. There are expenses associated with the underlying funds in addition to fund-of-funds expenses. The funds' risks are directly related to the risks of the underlying funds, as described herein.

Each target date fund is composed of a mix of the American Funds and is subject to the risks and returns of the underlying funds. Underlying funds may be added or removed during the year. Although the target date funds are managed for investors on a projected retirement date time frame, the funds' allocation strategy does not guarantee that investors' retirement goals will be met. The target date is the year in which an investor is assumed to retire and begin taking withdrawals. American Funds investment professionals manage the target date fund's portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the fund gets closer to its target date. Investment professionals continue to manage each fund for 30 years after it reaches its target date.

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  1. Allocation percentages and underlying funds are subject to the Portfolio Oversight Committee's discretion and will evolve over time. Underlying funds may be added or removed at any time.

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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.