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.
- NAV / 1-Day Return 16.36 / 0.62 %
- Total Assets 36.8 Bil
-
Adj. Expense Ratio
- 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%
Morningstar’s Analysis AAFTX
Will AAFTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 25
- % Assets in Top 10 Holdings 60.6