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Morningstar

American Funds 2035 Trgt Date Retire A AAFTX

Morningstar Medalist Rating
Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 16.36  /  0.62 %
  • Total Assets 36.8 Bil
  • Adj. Expense Ratio
    0.690%
  • Expense Ratio 0.690%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Target-Date 2035
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High / Moderate
  • Status Open
  • TTM Yield 1.27%
  • Turnover 6%

USD | NAV as of Sep 28, 2023 | 1-Day Return as of Sep 28, 2023, 10:16 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable AAFTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the AAFTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of AAFTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A top choice.

Director Jason Kephart

Jason Kephart

Director

Summary

The American Funds Target Date Retirement series continues to be a top choice for retirement savers. Its cheapest share classes continue to earn Morningstar Analyst Ratings of Gold, while its more-expensive options are rated Silver or Bronze.

by Jason Kephart
Rated on Published on

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Portfolio Holdings AAFTX

More AAFTX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 25
  • % Assets in Top 10 Holdings 60.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds American Balanced R6

7.78
2,922,552,148
—

American Funds Capital World Gr&Inc R6

6.95
2,610,007,666
—

American Funds American Mutual R6

6.77
2,542,165,885
—

American Funds Growth Fund of Amer R6

6.61
2,480,598,909
—

American Funds Fundamental Invs R6

6.42
2,409,975,087
—

American Funds AMCAP R6

6.42
2,409,042,411
—

American Funds Washington Mutual R6

5.31
1,994,215,301
—

American Funds US Government Sec R6

4.93
1,850,681,541
—

American Funds Global Balanced R6

4.79
1,798,760,997
—

American Funds New Perspective R6

4.64
1,741,011,205
—