American Funds 2015 Fund Quote

CCBTX Fund  USD 12.86  0.04  0.31%   

Performance

17 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 17

 
High
 
Low
Low
American Funds is trading at 12.86 as of the 4th of October 2024; that is 0.31 percent increase since the beginning of the trading day. The fund's open price was 12.82. American Funds has less than a 17 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for American Funds 2015 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 15th of October 2022 and ending today, the 4th of October 2024. Click here to learn more.
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it continues past its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. More on American Funds 2015

Moving together with American Mutual Fund

  0.99AMECX Income FundPairCorr
  0.66RNEBX New World FundPairCorr
  0.99AMFCX American MutualPairCorr
  0.99AMFFX American MutualPairCorr
  1.0RNCCX American Funds IncomePairCorr
  0.9FPPPX American Funds PresePairCorr

American Mutual Fund Highlights

Fund ConcentrationAmerican Funds, Large Blend Funds, Target-Date 2015 Funds, Target-Date 2015, American Funds (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of January 2023
Fiscal Year EndOctober
NameAmerican Funds 2015 Target Date Retirement Fund Class C
American Funds 2015 [CCBTX] is traded in USA and was established 4th of October 2024. American Funds is listed under American Funds category by Fama And French industry classification. The fund is listed under Target-Date 2015 category and is part of American Funds family. This fund currently has accumulated 5.12 B in assets under management (AUM) with no minimum investment requirementsAmerican Funds 2015 is currently producing year-to-date (YTD) return of 9.62% with the current yeild of 0.02%, while the total return for the last 3 years was 3.1%.
Check American Funds Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Funds 2015 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top American Funds 2015 Mutual Fund Constituents

RBFGXBond Fund OfMutual FundIntermediate Core Bond
RBOGXIntermediate Bond FundMutual FundShort-Term Bond
RCWGXCapital World BondMutual FundWorld Bond
RICGXInvestment Of AmericaMutual FundLarge Blend
RIDGXIncome Fund OfMutual FundAllocation--70% to 85% Equity
RILFXAmerican Funds InflationMutual FundInflation-Protected Bond
RIRGXCapital Income BuilderMutual FundWorld Allocation
RITGXAmerican High IncomeMutual FundHigh Yield Bond
More Details

American Funds 2015 Risk Profiles

American Funds Against Markets

Other Information on Investing in American Mutual Fund

American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
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Odds Of Bankruptcy
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