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Filters
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Target Date

Overview

Returns

13 Results

Strategy name
Description
Vehicles†
Multi-Asset / Allocation
2010 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2010 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.41
1.81
3.56
11.45
4.75
6.56
6.02
5.72
6.98
—
5.70
Net of fees
1.38
1.72
3.50
11.06
4.39
6.19
5.65
5.35
6.60
—
5.33
S & P Target Date 2010 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
1.07
0.89
2.61
8.61
3.81
5.14
4.94
4.70
5.71
5.01
—
Multi-Asset / Allocation
2015 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2015 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.25
1.69
3.54
11.45
4.86
6.92
6.29
6.04
7.41
—
6.00
Net of fees
1.23
1.61
3.48
11.07
4.50
6.55
5.92
5.67
7.03
—
5.63
S & P Target Date 2015 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
0.94
0.70
2.48
8.81
3.98
5.64
5.25
5.11
6.32
5.42
—
Multi-Asset / Allocation
2020 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2020 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.15
1.64
3.61
11.77
5.15
7.31
6.59
6.46
8.01
—
6.33
Net of fees
1.12
1.55
3.56
11.38
4.78
6.94
6.22
6.09
7.63
—
5.96
S & P Target Date 2020 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
0.77
0.57
2.47
9.30
4.40
6.11
5.53
5.48
6.86
5.76
—
Multi-Asset / Allocation
2025 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2025 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.08
1.60
3.55
11.68
5.42
8.10
7.13
7.13
8.92
—
6.99
Net of fees
1.05
1.52
3.49
11.30
5.06
7.73
6.75
6.75
8.54
—
6.62
S & P Target Date 2025 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
0.68
0.53
2.50
9.54
4.73
7.05
6.09
6.09
7.49
6.17
—
Multi-Asset / Allocation
2030 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2030 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.44
1.23
3.25
12.08
6.27
9.24
7.88
8.01
9.74
—
7.70
Net of fees
0.42
1.14
3.19
11.69
5.90
8.86
7.50
7.63
9.36
—
7.32
S & P Target Date 2030 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
0.44
0.29
2.50
10.40
5.58
8.26
6.82
6.79
8.16
6.59
—
Multi-Asset / Allocation
2035 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2035 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.00
1.01
3.17
12.89
7.34
10.83
8.97
9.09
10.50
—
8.31
Net of fees
-0.02
0.92
3.11
12.49
6.96
10.44
8.59
8.72
10.11
—
7.93
S & P Target Date 2035 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
0.18
0.14
2.51
11.18
6.40
9.54
7.57
7.51
8.81
6.99
—
Multi-Asset / Allocation
2040 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2040 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.66
0.65
2.90
13.64
8.43
11.89
9.67
9.71
10.95
—
8.68
Net of fees
-0.69
0.56
2.84
13.24
8.04
11.49
9.28
9.32
10.56
—
8.29
S & P Target Date 2040 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
-0.10
-0.08
2.46
12.02
7.20
10.57
8.21
8.08
9.31
7.33
—
Multi-Asset / Allocation
2045 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2045 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.91
0.51
2.82
13.77
8.67
12.12
9.82
9.88
11.08
—
8.78
Net of fees
-0.93
0.42
2.76
13.37
8.28
11.73
9.43
9.49
10.68
—
8.39
S & P Target Date 2045 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
-0.24
-0.12
2.51
12.38
7.68
11.18
8.57
8.42
9.62
—
—
Multi-Asset / Allocation
2050 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2050 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.06
0.39
2.67
13.67
8.73
12.17
9.85
9.94
11.11
—
8.81
Net of fees
-1.09
0.29
2.61
13.25
8.33
11.76
9.45
9.54
10.71
—
8.41
S & P Target Date 2050 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
-0.37
-0.30
2.41
12.80
7.98
11.54
8.78
8.64
9.83
—
—
Multi-Asset / Allocation
2055 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2055 Target Date Retirement
Inception Date 02/28/2010
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.28
0.26
2.49
13.41
8.73
12.10
9.81
9.91
11.10
—
11.10
Net of fees
-1.31
0.17
2.43
12.99
8.33
11.69
9.40
9.51
10.70
—
10.70
S & P Target Date 2055 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
-0.40
-0.29
2.46
12.85
8.02
11.63
8.83
8.70
9.94
—
—
Multi-Asset / Allocation
2060 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2060 Target Date Retirement
Inception Date 03/31/2015
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.41
0.15
2.37
13.30
8.70
12.08
9.78
—
—
—
10.10
Net of fees
-1.44
0.06
2.30
12.88
8.29
11.66
9.37
—
—
—
9.68
S & P Target Date 2060 Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
-0.47
-0.40
2.39
12.91
8.06
11.66
8.86
8.76
—
—
—
Multi-Asset / Allocation
2065 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2065 Target Date Retirement
Inception Date 03/31/2020
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.39
0.13
2.37
13.31
8.74
—
—
—
—
—
15.19
Net of fees
-1.41
0.03
2.30
12.88
8.33
—
—
—
—
—
14.75
S & P Target Date 2065+ Index
tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
-0.49
-0.36
2.41
13.16
8.24
11.79
8.96
—
—
—
—
Multi-Asset / Allocation
2070 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • Mutual Fund
2070 Target Date Retirement
Inception Date 05/31/2024
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.36
0.19
2.43
—
—
—
—
—
—
—
10.43
Net of fees
-1.39
0.11
2.37
—
—
—
—
—
—
—
10.14
S & P Target Date 2065+ Index
tooltip: null definition not found.
-0.49
-0.36
2.41
13.16
8.24
11.79
8.96
—
—
—
—
† Please contact us for the availability of separate accounts and other additional vehicles for all strategies listed.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Important information about objectives, risks, charges and expenses for collective investment trusts is contained in the Characteristics Statement, which can be obtained from Capital Group or participants' plan provider or employer.
Investments in mortgage-related securities involve additional risks, such as prepayment risk.
The use of derivatives involves a variety of risks, which may be different from, or greater than, the risks associated with investing in traditional securities, such as stocks and bonds.
Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.
The return of principal for bond portfolios and for portfolios with significant underlying bond holdings is not guaranteed. Investments are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.
While not directly correlated to changes in interest rates, the values of inflation-linked bonds generally fluctuate in response to changes in real interest rates and may experience greater losses than other debt securities with similar durations.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
Smaller company stocks entail additional risks, and they can fluctuate in price more than larger company stocks.
Allocations may not achieve investment objectives. The portfolios' risks are related to the risks of the underlying funds as described herein, in proportion to their allocations.
Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only.
Collective Investment Trusts (CITs) are available for investment only to certain qualified retirement plans. Capital Group CITs are maintained by Capital Bank and Trust Company (“trustee”), which has retained an affiliate to serve as investment adviser to the trustee.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates.