American Funds 2025 Trgt Date Ret Inc F1
FAPTX
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- American Funds 2025 Target Date Retirement Fund Class F-1 (FAPTX) is a target-date mutual fund managed by Capital Research and Management Company, part of Capital Group, that seeks growth, income, and conservation of capital depending on proximity to its 2025 target retirement date; it invests primarily in a diversified mix of underlying American Funds including equity, equity-income, balanced, and fixed-income portfolios such as American Mutual Fund, Capital World Growth and Income Fund, American Balanced Fund, Capital Income Builder, The Income Fund of America, American Funds Inflation Linked Bond Fund, American Funds Mortgage Fund, The Bond Fund of America, and others, with current allocations approximately 34% U.S. equities, 12% non-U.S. equities, 43.3% U.S. bonds, 4.7% non-U.S. bonds, and 5.2% cash equivalents as of November 30, 2025. The fund adjusts its glide path over time, increasingly emphasizing fixed income, equity-income, and balanced funds as it approaches and passes the target date to balance total return and stability; it features a net expense ratio of 0.67%, minimum initial investment of $250, and portfolio turnover of 7% for the fiscal year ended October 2025. FAPTX operates within the target-date 2025 category, serving retirement savers primarily in the United States through employer-sponsored plans and individual retirement accounts. Capital Group, founded in 1931 and headquartered in Los Angeles, California, manages the fund as part of its American Funds family of mutual funds, with worldwide operations across 32 offices and over $3 trillion in assets under management. The fund began operations on February 1, 2007, with total net assets of approximately $32.48 billion as of November 30, 2025, and over 1,597 shareholder accounts. In recent developments, the fund will be renamed American Funds 2025 Target Date Retirement Income Fund effective January 1, 2026, reflecting its transition to a post-retirement income focus; this aligns with Capital Group's broader strategic shifts, including a June 2024 announcement to expand fixed income capabilities, accelerate international growth, and diversify beyond core equities to reach $4 trillion in assets by 2031 amid net outflows. Capital Group filed SEC registration statements in late 2025 with KKR for two new public-private fixed income funds, Capital Group KKR Core Plus+ and Capital Group KKR Multi-Sector+, expected to launch in the first half of 2026, enhancing hybrid investment options for retirement portfolios. Additionally, in June 2025, Capital Group launched new U.S. equity and high-yield bond ETFs, building on its $49 billion high-yield experience to broaden offerings for advisors and model portfolios.