CCJTX:NASDAQ
American Funds 2055 Target Date Retirement Fund® Class C – CCJTX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 25.18 | 0.14 (+0.56%) | 23.32 - 27.05 | -- |
Market data as of 12:00AM 04/02/25. Quotes are delayed by at least 15 min.
Overview - CCJTX
The investment seeks growth, income and conservation of capital.
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
Growth of $10,000 (10 Years)
| Total Return | 8.31% |
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| Yield (Trailing 12 Mo.) | 0.21% |
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| Expense Ratio | 1.46% |
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| Front Load | None |
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| Deferred Load | 1.00% |
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| Minimum Investment | $250.00 |
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| Management Tenure | 13 Years |
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| Fund Inception | 02/21/2014 |
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Trailing Total Returns - CCJTX
as of 02/28/2025
| Timeframe | CCJTX | S&P 500 | Target-Date 2055 |
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| 1 Month | -1.40% | -1.30% | -0.48% |
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| 3 Month | -0.10% | -0.97% | -0.63% |
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| Year-to-Date | 2.24% | 1.44% | 2.76% |
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| 1 Year | 11.75% | 18.41% | 12.89% |
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| 3 Year | 7.17% | 12.55% | 7.63% |
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| 5 Year | 10.50% | 16.85% | 11.28% |
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| 10 Year | 8.29% | 12.98% | 8.32% |
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| Since Inception | 8.31% | 11.12% | -- |
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Sector Allocation - CCJTX
as of 02/28/2025
| Basic Materials | | 3.64% |
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| Consumer Cyclical | | 11.01% |
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| Financial Services | | 12.49% |
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| Real Estate | | 1.38% |
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| Consumer Defensive | | 5.67% |
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| Healthcare | | 14.15% |
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| Utilities | | 2.15% |
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| Communication Services | | 8.39% |
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| Energy | | 2.97% |
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| Industrials | | 14.08% |
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| Technology | | 24.08% |
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Asset Allocation - CCJTX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 59.96 | 59.96 |
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| Bond | 0.00 | | | 6.47 | 6.47 |
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| Other | 0.00 | | | 0.27 | 0.26 |
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| Foreign Stock | 0.00 | | | 27.26 | 27.26 |
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| Foreign Bond | 0.00 | | | 1.68 | 1.68 |
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| Total | 0.00 | | | 95.64 | 95.63 |
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| Cash | 0.90 | | | 5.12 | 4.22 |
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| Total Net Assets | $25.05B |
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| Total Stock Holdings | 0 |
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| Total Bond Holdings | 0 |
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Bond Credit Quality - CCJTX
as of 02/28/2025
| AAA | | 80.86% |
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| AA | | 1.84% |
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| A | | 5.83% |
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| BBB | | 6.91% |
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| BB | | 3.33% |
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| B | | 0.63% |
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| Below B | | 0.22% |
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| Not Rated | | 0.38% |
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Top Ten Holdings - CCJTX
as of 02/28/2025
Valuation & Growth - CCJTX
as of 02/28/2025
| Valuation | CCJTX | Category Range |
|---|
| Price/Earnings | 24.41 | |
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| Price/Book | 3.88 | |
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| Price/Sales | 2.55 | |
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| Price/Cash Flow | 13.72 | |
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| Dividend Yield | 1.71 | |
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| LT Earnings | 11.54 | |
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| Historical Earnings | 17.69 | |
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| Sales Growth | 9.08 | |
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| Cash-Flow Growth | 8.14 | |
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| Book-Value Growth | 7.03 | |
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