The American Funds Target Date Retirement series has struck the right balance between top-down and bottom-up decision making, earning its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver, with the remaining shares landing between Silver and Neutral depending on fees.
American Funds 2035 Trgt Date Retire R4 RDFTX
NAV / 1-Day Return
17.24
/
1.11
%
Total Assets
33.3 Bil
Adj. Expense Ratio
0.700%
Expense Ratio
0.700%
Fee Level
Low
Longest Manager Tenure
10.61
years
Category
Target-Date 2035
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
High / ModerateStatus
Open
TTM Yield
0.91%
Turnover
17%
Morningstar’s Fund Analysis RDFTX
Will RDFTX 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 RDFTX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the RDFTX 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 RDFTX’s parent organization’s priorities and whether they’re in line with investors’ interests.
One of the very best.
