The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2035 Trgt Date Retire A AAFTX
- NAV / 1-Day Return 18.60 / +0.59 %
- Total Assets 44.5 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.680%
- Distribution Fee Level Low
- Share Class Type Front Load
- Category Target-Date 2035
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity High/Limited
- Status Open
- TTM Yield 1.65%
- Turnover 1%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:07 PM GMT+0
Morningstar’s Analysis AAFTX
Will AAFTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 60.0
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds American Balanced R6 | 7.76 | 3.2 Bil | — |
American Funds Capital World Gr&Inc R6 | 6.80 | 2.8 Bil | — |
American Funds American Mutual R6 | 6.74 | 2.8 Bil | — |
American Funds Growth Fund of Amer R6 | 6.62 | 2.8 Bil | — |
American Funds Fundamental Invs R6 | 6.35 | 2.6 Bil | — |
American Funds AMCAP R6 | 6.31 | 2.6 Bil | — |
American Funds Washington Mutual R6 | 5.19 | 2.2 Bil | — |
American Funds US Government Sec R6 | 4.94 | 2.1 Bil | — |
American Funds Global Balanced R6 | 4.76 | 2.0 Bil | — |
American Funds Inflation Linked Bd R6 | 4.53 | 1.9 Bil | — |