American Funds 2060 Target Date Retirement Fund Class F-1 (FAWTX) 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 Mar 16, 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 Class F-1 (FAWTX) trades at $22.60. American Funds 2060 Target Date Retirement Fund Class F-1 seeks growth, income, and capital conservation. Sector: Financials.
Price as of · Last analyzed: Mar 16, 2026Analyst Coverage for FAWTX: FAWTX 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 Class F-1 (FAWTX) Financial Services Profile
American Funds 2060 Target Date Retirement Fund Class F-1 is a target-date fund managing $19.79 billion in assets. It strategically allocates investments across various American Funds, including growth, income, and balanced funds, to achieve growth, income, and capital preservation for investors nearing retirement. The fund carries a beta of 1.15.
What Is the Investment Thesis for FAWTX?
With a market cap of $19.79 billion, the fund offers significant scale and diversification across various asset classes and investment styles. The fund's dynamic asset allocation strategy, which shifts towards more conservative investments as the target date approaches, aims to mitigate risk and preserve capital as investors near retirement. Key value drivers include the fund's experienced management team, its access to American Funds' extensive research capabilities, and its focus on long-term investment performance. The fund's growth catalysts include the increasing demand for target-date funds as a retirement savings solution and the continued growth of the asset management industry. Potential risks include market volatility, changes in interest rates, and the performance of the underlying American Funds. The fund's beta of 1.15 indicates that it is slightly more volatile than the overall market.
Based on FMP financials and quantitative analysis
FAWTX Key Highlights
Market Cap of $19.79 billion demonstrates significant scale and investor confidence.
- Beta of 1.15 indicates moderate volatility relative to the broader market.
- Strategic asset allocation across various American Funds provides diversification.
- Dynamic asset allocation shifts towards conservative investments as the target date nears.
- Focus on growth, income, and capital conservation aligns with retirement planning goals.
Who Are FAWTX's Competitors?
FAWTX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| BLPFX American Funds Moderate Growth and Income Portfolio - Class F-1 | $20.89 | +0.38% | $16.7B | — |
| FAJTX American Funds 2055 Target Date Retirement Fd Cl F-1 | $32.41 | +0.62% | $31.3B | — |
| FAOTX American Funds 2020 Target Date Retirement Fd Cl F-1 | $14.42 | +0.14% | $13.7B | — |
| HDGCX The Hartford Dividend and Growth Fund Class C | $36.20 | +0.67% | $18.1B | — |
| HDGYX Hartford Dividend and Growth Fund Class Y | $40.21 | +0.40% | $18.3B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are FAWTX's Key Strengths?
Strong brand reputation of American Funds.
- Experienced management team.
- Diversified investment portfolio.
- Dynamic asset allocation strategy.
What Are FAWTX's Weaknesses?
Reliance on underlying American Funds performance.
- Potential for underperformance relative to benchmark.
- Vulnerability to market volatility.
What Are the Key Risks for FAWTX?
Market volatility and economic downturns.
- Changes in interest rates.
- Underperformance of underlying American Funds.
- Increased competition from other asset management firms.
- Regulatory changes impacting the asset management industry.
What Are FAWTX's Competitive Advantages?
- Established brand reputation of American Funds.
- Experienced management team with expertise in asset allocation.
- Access to American Funds' extensive research capabilities.
- Diversified investment portfolio across various asset classes.
What Does FAWTX Do?
American Funds 2060 Target Date Retirement Fund Class F-1 is designed to provide a comprehensive investment solution for individuals approaching retirement around the year 2060. The fund operates under the umbrella of American Funds, a well-established asset management firm known for its diverse range of investment products. The fund's primary objective is to balance growth, income, and capital conservation, adapting its investment strategy as the target date nears. Founded on the principle of providing accessible and diversified investment options, American Funds has a long history of serving both individual and institutional investors. The 2060 Target Date Retirement Fund Class F-1 achieves its objectives by investing in a mix of underlying American Funds, carefully selected and weighted to align with the fund's target date and risk profile. These underlying funds span various categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds, and fixed income funds. This multi-asset approach allows the fund to capture potential returns from different market segments while managing overall portfolio risk. The fund's investment strategy involves a gradual shift in asset allocation over time. As the target date approaches, the fund increases its allocation to more conservative asset classes, such as fixed income and balanced funds, to prioritize capital preservation. Conversely, during the earlier years, the fund maintains a higher allocation to growth-oriented assets, such as equity funds, to maximize long-term growth potential. This dynamic asset allocation strategy aims to provide investors with a smoother investment journey as they approach retirement.
What Products and Services Does FAWTX Offer?
- Invests in a mix of American Funds.
- Allocates assets across growth, income, and balanced funds.
- Adjusts asset allocation based on proximity to the target date (2060).
- Seeks growth, income, and capital conservation.
- Provides a diversified investment solution for retirement planning.
- Offers a professionally managed investment portfolio.
How Does FAWTX Make Money?
- Generates revenue through management fees charged on assets under management.
- Invests in underlying American Funds, which also generate management fees.
- Adjusts asset allocation based on a predetermined glide path.
What Industry Does FAWTX Operate In?
American Funds 2060 Target Date Retirement Fund Class F-1 operates within the asset management industry, which is experiencing significant growth driven by increasing retirement savings and a growing demand for professionally managed investment solutions. Target-date funds, in particular, have gained popularity as a convenient and diversified option for retirement planning. The competitive landscape includes other major asset management firms offering similar target-date products. The fund differentiates itself through its experienced management team, its access to American Funds' research capabilities, and its focus on long-term investment performance.
Who Are FAWTX's Key Customers?
- Individuals planning for retirement around the year 2060.
- Investors seeking a diversified and professionally managed retirement solution.
- Participants in 401(k) and other retirement savings plans.
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 · 42 snapshots
| 2026-08-23 | 44 |
| 2026-08-31 | 44 |
| 2026-09-08 | 44 |
| 2026-09-16 | 44 |
| 2026-09-24 | 44 |
| 2026-10-04 | 44 |
| 2026-10-05 | 44 |
What changed?
The score has stayed at 44.
Over the same 30 days the stock moved -0.3%.
FAWTX Financials
Bull Case vs Bear Case
Bull Case
- Strong brand reputation of American Funds.
- Experienced management team.
- Diversified investment portfolio.
- Dynamic asset allocation strategy.
Bear Case
- Reliance on underlying American Funds performance.
- Potential for underperformance relative to benchmark.
- Vulnerability to market volatility.
- Potential: Market volatility and economic downturns.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
FAWTX Latest News
No recent news available for FAWTX.
FAWTX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for FAWTX.
Price Targets
Wall Street price target analysis for FAWTX.
FAWTX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for FAWTX; grades run from A+ (80-100) to F (below 30).
FAWTX Financials Stock FAQ
What are the main risks for FAWTX?
The main risks for American Funds 2060 Target Date Retirement Fund Class F-1 include market risk, interest rate risk, and the risk of underperformance relative to its benchmark. Market risk refers to the potential for losses due to fluctuations in the overall market.
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 is subject to change.
- Investment decisions should be made in consultation with a qualified financial advisor.