American Funds 2060 Target Date Retirement Fund (AANTX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.15: the stock has moved about 15% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Jun 1, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerAmerican Funds 2060 Target Date Retirement Fund (AANTX) trades at $21.77. American Funds 2060 Target Date Retirement Fund (AANTX) is a financial services company operating in the asset management industry. Sector: Financials.
Price as of · Last analyzed: Jun 1, 2026Analyst Coverage for AANTX: AANTX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
American Funds 2060 Target Date Retirement Fund (AANTX) Financial Services Profile
American Funds 2060 Target Date Retirement Fund manages a portfolio of American Funds, strategically shifting towards fixed income and equity income as the target date nears. With a $19.79 billion market cap, AANTX offers a diversified approach within the asset management sector, catering to long-term retirement planning.
What Is the Investment Thesis for AANTX?
American Funds 2060 Target Date Retirement Fund presents a diversified investment vehicle for long-term retirement planning. With a market capitalization of $19.79 billion, the fund offers exposure to a broad range of asset classes through its underlying American Funds. The fund's key value driver is its dynamic asset allocation strategy, which automatically adjusts the portfolio's risk profile as the target date approaches. Ongoing catalysts include the increasing demand for target date funds as a simplified retirement savings solution and the continued growth of the asset management industry. Potential risks include market volatility, which could negatively impact the fund's performance, and changes in interest rates, which could affect the value of its fixed income holdings. The fund's beta of 1.15 suggests a slightly higher volatility compared to the overall market.
Based on FMP financials and quantitative analysis
AANTX Key Highlights
Market Cap: $19.79B indicates substantial assets under management, reflecting investor confidence.
- Beta: 1.15 suggests a slightly higher volatility compared to the market, which is typical for target-date funds with a growth component.
- Diversified Asset Allocation: The fund invests in a mix of American Funds, providing exposure to various asset classes and investment styles.
- Dynamic Asset Allocation: The fund's asset allocation adjusts automatically over time, becoming more conservative as the target date approaches.
- No Dividend Yield: The fund does not distribute dividends, focusing instead on capital appreciation.
Who Are AANTX's Competitors?
AANTX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| TRRKX T. Rowe Price Retirement 2045 Fund | $28.04 | -0.32% | $19.0B | — |
| TRRMX T. Rowe Price Retirement 2050 Fund | $24.06 | +0.50% | $17.8B | — |
| BLK BlackRock, Inc. | $1127.66 | +0.84% | $175B | 49 5-pillar |
| BX Blackstone Inc. | $119.06 | +0.92% | $137B | 59 5-pillar |
| BAM Brookfield Asset Management | $47.04 | +0.02% | $75.1B | 75 5-pillar |
| APOS Apollo Global Management, Inc. | $25.06 | -0.28% | $66.5B | 55 5-pillar |
| AMP Ameriprise Financial, Inc. | $493.60 | +0.29% | $43.6B | 73 5-pillar |
| ARES Ares Management Corporation | $121.85 | -0.19% | $40.0B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are AANTX's Key Strengths?
Strong brand recognition of American Funds.
- Diversified asset allocation strategy.
- Experienced investment management team.
- Extensive distribution network.
What Are AANTX's Weaknesses?
Reliance on underlying American Funds for performance.
- Potential for higher fees compared to passively managed target date funds.
- Sensitivity to market volatility.
- Lack of dividend yield may deter some investors.
What Are the Key Risks for AANTX?
Market volatility impacting fund performance.
- Changes in interest rates affecting fixed income holdings.
- Increased competition from other target date fund providers.
- Regulatory changes impacting the asset management industry.
- Economic downturns reducing investor contributions.
What Are AANTX's Competitive Advantages?
- Established brand reputation of American Funds.
- Extensive distribution network through financial advisors and retirement plan providers.
- Diversified asset allocation strategy.
- Experienced investment management team.
What Does AANTX Do?
American Funds 2060 Target Date Retirement Fund is designed to provide investors with a diversified, professionally managed portfolio that automatically adjusts its asset allocation over time. As a target date fund, it simplifies retirement planning by gradually shifting from a more aggressive asset mix, focused on growth, to a more conservative one, emphasizing income and capital preservation, as the target retirement date of 2060 approaches. The fund achieves this by investing in a combination of other American Funds, each with its own distinct investment objective and strategy. These underlying funds span a range of categories, including growth, growth-and-income, equity-income, balanced, and fixed income funds. The fund's investment advisor actively manages the asset allocation, making adjustments based on market conditions and the fund's proximity to its target date. This dynamic approach aims to balance the need for long-term growth with the desire to reduce risk as retirement nears. The fund's underlying American Funds are managed by Capital Group, a global investment management firm with a long history of managing assets for individual and institutional investors. The fund's investment strategy is based on the belief that a well-diversified portfolio, combined with a disciplined asset allocation approach, can help investors achieve their retirement goals.
What Products and Services Does AANTX Offer?
- Manages a portfolio of American Funds.
- Adjusts asset allocation based on proximity to the target retirement date.
- Invests in a mix of growth, income, and fixed income funds.
- Provides a diversified retirement savings solution.
- Offers a professionally managed investment strategy.
- Simplifies retirement planning for investors.
How Does AANTX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Fees are typically a percentage of the fund's net asset value.
- The fund's profitability is directly correlated to its AUM and investment performance.
What Industry Does AANTX Operate In?
The asset management industry is characterized by increasing competition, evolving regulatory requirements, and growing demand for passive investment strategies. Target date funds, like American Funds 2060 Target Date Retirement Fund, have gained popularity as a convenient and diversified retirement savings solution. The industry is also experiencing a shift towards lower fees and greater transparency. Competitors such as T. Rowe Price Retirement 2045 Fund (TRRKX) and T. Rowe Price Retirement 2050 Fund (TRRMX) offer similar target date strategies, contributing to a competitive landscape focused on performance and cost.
Who Are AANTX's Key Customers?
- Individual investors saving for retirement.
- Participants in employer-sponsored retirement plans.
- Financial advisors seeking diversified investment solutions for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 56 snapshots
| 2026-08-23 | 44 |
| 2026-09-03 | 44 |
| 2026-09-14 | 44 |
| 2026-09-25 | 44 |
| 2026-10-09 | 44 |
| 2026-10-26 | 44 |
What changed?
The score has stayed at 44.
Over the same 31 days the stock moved -2.7%.
AANTX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand recognition of American Funds.
- Diversified asset allocation strategy.
- Experienced investment management team.
- Extensive distribution network.
Bear Case
- Reliance on underlying American Funds for performance.
- Potential for higher fees compared to passively managed target date funds.
- Sensitivity to market volatility.
- Lack of dividend yield may deter some investors.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · June 2026
AANTX Latest News
No recent news available for AANTX.
AANTX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for AANTX.
Price Targets
Wall Street price target analysis for AANTX.
AANTX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for AANTX; grades run from A+ (80-100) to F (below 30).
Common Questions About AANTX (Financials)
What do analysts say about AANTX stock?
As AANTX is a mutual fund, traditional stock analyst ratings do not apply. However, performance is evaluated based on factors such as expense ratio, risk-adjusted returns, and benchmark comparisons. The fund's performance is influenced by the performance of its underlying American Funds and the overall market conditions.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- The information provided is based on available data and may be subject to change.
- Investment decisions should be made in consultation with a qualified financial advisor.