American Funds 2060 Target Date Retirement Fund ® - A AANTX

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Investments
/ American Funds 2060 Target Date Retirement Fund®

Investment Fund

American Funds 2060 Target Date Retirement Fund® (AANTX) VIEW A DIFFERENT FUND VIEW A DIFFERENT FUND Share Class A C F-1 F-2 F-3 R-1 R-2 R-2E R-3 R-4 R-5E R-5 R-6 Actions ADD TO COMPARE ADD TO TRACKER ADD TO COMPARE ADD TO TRACKER

SUMMARY
RETURNS
RATINGS & RISK
HOLDINGS
PRICES & DISTRIBUTIONS
FEES & EXPENSES
RESOURCES

SUMMARY

SUMMARY
RETURNS
RATINGS & RISK
HOLDINGS
PRICES & DISTRIBUTIONS
FEES & EXPENSES
RESOURCES

Summary

Internal Prompt Price at NAV $20.45 as of 12/24/2025 (updated daily) Fund Assets (millions) $18,605.3 Target Date Solutions Committee Members 8 Expense Ratio (Gross/Net %) 0.73 / 0.73% Prospectus

Underlying Funds
Current Allocation

Growth	48.9%
AMCAP Fund®	7%
American Funds® Global Insight Fund	0.4%
EUPAC Fund™	2%
The Growth Fund of America®	7%
The New Economy Fund®	5%
New Perspective Fund®	9.7%
New World Fund®	7.9%
SMALLCAP World Fund®	9.9%
Growth-and-Income	37.1%
American Mutual Fund®	5.2%
Capital World Growth and Income Fund®	8%
Fundamental Investors®	9%
The Investment Company of America®	6.8%
Washington Mutual Investors Fund	8.1%
Equity-Income/Balanced	8%
American Balanced Fund®	6%
American Funds® Global Balanced Fund	2%
Bond	5.9%
American Funds Emerging Markets Bond Fund®	1%
U.S. Government Securities Fund®	4.9%

As of 11/30/2025 (updated monthly) QUARTERLY HOLDINGS

Growth	49%
Growth and Income	37%
Equity Income/Balanced	8%
Bond	6%

As of 11/30/2025 (updated annually at minimum).

Asset Mix

U.S. Equities61.6%	Non-U.S. Equities26.6%
U.S. Bonds6.4%	Non-U.S. Bonds1.5%
Cash & Equivalents 3.9%

U.S. Equities61.6%

Non-U.S. Equities26.6%

U.S. Bonds6.4%

Non-U.S. Bonds1.5%

Cash & Equivalents 3.9%

As of 11/30/2025 (updated monthly)

Fund Statistics

6.1 years Effective Duration

4.6% Average Yieldto Worst

4.6% Average Coupon

% of net assets as of 11/30/2025 (updated monthly)

Growth of 10K
High & Low Prices

Growth of 10K

Read important investment disclosures For Class A Shares, this chart tracks a hypothetical investment with dividends reinvested, over the last 20 years, or since inception date if the fund has been in existence under 20 years, through 12/31/2024. VIEW LARGER CHART AANTX S&P Target Date 2060 Index

VIEW LARGER CHART

High & Low Prices

For Class A Shares, this chart tracks the high and low prices at NAV for AANTX over the last 20 years, or since inception date if the fund has been in existence under 20 years, through 12/24/2025. AANTX

Internal Prompt

Returns at NAV
Returns with Sales Charge

Returns at NAV

Read important investment disclosures 17.21% 1-year return 10.37% 5-year return 10.96% 10-year return 0.80% 30-Day SEC Yield Returns as of 11/30/25 (updated monthly). Yield as of 11/30/25 (updated monthly).

Returns with Sales Charge

Read important investment disclosures 10.48% 1-year return 9.07% 5-year return 10.31% 10-year return 0.80% 30-Day SEC Yield Returns as of 11/30/25 (updated monthly). Yield as of 11/30/25 (updated monthly).

Description

Fund Objective Depending on the proximity to its target date, which we define as the year that corresponds roughly to the year in which the investor expects to retire, the fund will seek to achieve the following objectives to varying degrees: growth, income and conservation of capital. The fund will increasingly emphasize income and conservation of capital by investing a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. In this way, the fund seeks to balance total return and stability over time.

Fund Facts

Fund Inception	3/27/2015
Fund Assets (millions) As of 11/30/2025	$18,605.3
Companies/Issuers Holdings are as of 11/30/2025 (updated monthly).	2660+
Shareholder Accounts Shareholder accounts are as of 11/30/2025	108,686
Regular Dividends Paid	Dec

Minimum Initial Investment	$250
Capital Gains Paid	Dec
Portfolio Turnover (2025)	8%
Fiscal Year-End	Oct
Prospectus Date	01/01/2025
CUSIP	02631C 44 5
Fund Number	83

Returns LEARN ABOUT THE SYSTEM BEHIND OUR RESULTS

Internal Prompt

Month-End Returns as of 11/30/25
Quarter-End Returns as of 9/30/25

ANNUAL RETURNS CHART

Month-End Returns as of 11/30/25

Returns at NAV | With Sales Charge Read important investment disclosures AANTX S&P Target Date 2060 Index

ANNUAL RETURNS CHART

Quarter-End Returns as of 9/30/25

Returns at NAV | With Sales Charge Read important investment disclosures AANTX S&P Target Date 2060 Index

ANNUAL RETURNS CHART Internal Prompt

Volatility & Return

VIEW LARGER CHART Read important investment disclosures

Equities

For Class A Shares, this chart tracks the 10-year standard deviation and 10-year annualized return of the equity funds AANTX S&P Target Date 2060 Index Other AF Funds Standard Deviation as of 11/30/2025 (updated monthly) . Annualized return as of 11/30/2025 (updated monthly) . VIEW LARGER CHART Internal Prompt

Yield

12-month
Distribution Rates	30-day SEC Yield
Fund at NAV	0.72%	N/A
Fund at MOP	0.68%	0.80%

As of 11/30/2025 (updated monthly)

Valuation

Price/	Price/	Price/
Book	Cash Flow	Earnings
Fund	3.59	13.87	19.90
S&P Target Date 2060 Index	--	--	--

Fund as of 9/30/25. Index as of --.

Target Date Solutions Committee

Years of Experience with Fund Years of Experience with Capital Group Years of Experience with Investment Industry David Hoag 37 33 5 Samir Mathur 32 12 5 Raj Paramaguru 20 12 1 Wesley Phoa 32 26 10 Will Robbins 33 30 1 Jessica Spaly 26 21 2 Shannon Ward 32 8 4 Michelle Black 30 23 5

David Hoag	5	33	37
Samir Mathur	5	12	32
Raj Paramaguru	1	12	20
Wesley Phoa	10	26	32
Will Robbins	1	30	33
Jessica Spaly	2	21	26
Shannon Ward	4	8	32
Michelle Black	5	23	30

A boldface number indicates that years of experience with Capital Group is equal to years of experience with investment industry.

Ratings & Risk

Morningstar Rating TM

Overall Morningstar RatingTM Funds rated(173)

3-yr. Morningstar RatingTM (173 funds rated)

5-yr. Morningstar RatingTM (155 funds rated)

10-yr. Morningstar RatingTM (64 funds rated)

Overall Morningstar Risk Below Average HIGH LOW

Category Target-Date 2060

ADVANTAGES AND DISADVANTAGES OF MORNINGSTAR RATINGS Ratings are based on risk-adjusted returns as of 11/30/2025 (updated monthly).

Risk Measures

Fund
Standard Deviation	13.30
Sharpe Ratio	0.68
For the 10 Years ending 11/30/25 (updated monthly).
American Funds Benchmark		Morningstar Benchmark
S&P Target Date 2060 Index		Morningstar Mod Tgt Risk TR USD
R-squared	95	95
Beta	0.86	1.30
Capture Ratio (Downside/Upside)	91/83	131/137
American Funds Benchmark for the 10 Years ending 11/30/25 (updated monthly). Morningstar Benchmark for the 10 Years ending 11/30/25 (updated monthly).

Quality Summary

Read important investment disclosures U.S. Treasuries/Agencies 2.9% AAA/Aaa 0.3% AA/Aa 2.9% A 0.6% BBB/Baa 0.8% BB/Ba 0.3% B 0.1% CCC & Below 0.0% Unrated 0.0% Cash & equivalents 3.8% % of net assets as of 11/30/2025 (updated monthly)

Average Life Breakdown

0-4.9 Years 4.5% 5-9.9 Years 2.4% 10-19.9 Years 0.5% 20-29.9 Years 0.6% 30+ Years 0.0% % of net assets as of 9/30/2025 (updated monthly)

Holdings

Equities Breakdown

Sectors | Top Industries

Equity Fund Holdings

Information technology 24.5%

Industrials 12.7%

Financials 11.4%

Consumer discretionary 9.8%

Health care 9.6%

Communication services 7.7%

Consumer staples 4.5%

Materials 3.1%

Energy 2.1%

Utilities 1.7%

Real estate 1.1%

% of net assets as of 11/30/2025 (updated monthly)

Semiconductors & semiconductor equipment 14.2% Software 6.1% Interactive media & services 5.3% Aerospace & defense 5.2% Banks 4.0% Hotels, restaurants & leisure 3.4% Pharmaceuticals 3.2% Broadline retail 2.8% Biotechnology 2.7% Capital markets 2.5%

% of net assets as of 11/30/2025 (updated monthly)

Từ khóa » Cg 2060

Overall Morningstar RatingTM Funds rated(173)
3-yr. Morningstar RatingTM (173 funds rated)
5-yr. Morningstar RatingTM (155 funds rated)
10-yr. Morningstar RatingTM (64 funds rated)
Overall Morningstar Risk	Below Average HIGH LOW
Category	Target-Date 2060

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