American Funds 2025 Target Date Retirement Fund Class C

Frequently Asked Questions About CCDTX

What does CCDTX invest in?

As this fund nears and subsequently passes its designated target date, it gradually shifts a larger portion of its portfolio into fixed income, equity-income, and balanced investment strategies. The advisor aims to achieve its financial targets by strategically allocating capital across diverse American Funds, utilizing distinct combinations and weightings. These foundational American Funds span a broad spectrum of categories, including growth, growth-and-income, equity-income, balanced, and fixed income offerings. Each of these varied fund types is defined by its own particular investment objectives and methodologies.

What is the expense ratio of CCDTX?

American Funds 2025 Target Date Retirement Fund Class C (CCDTX) charges an expense ratio of 1.38%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CCDTX?

American Funds 2025 Target Date Retirement Fund Class C (CCDTX) manages $30.23B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is CCDTX actively managed or an index fund?

CCDTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CCDTX launched?

American Funds 2025 Target Date Retirement Fund Class C (CCDTX) launched in January 2007 and is managed by Capital Group.

How has CCDTX performed?

CCDTX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.