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American Funds 2035 Trgt Date Retire R5 REFTX

Medalist Rating as of | See American Funds Investment Hub
  • NAV / 1-Day Return 19.15  /  +0.21 %
  • Total Assets 46.3 Bil
  • Adj. Expense Ratio
    0.400%
  • Expense Ratio 0.400%
  • Distribution Fee Level Average
  • Share Class Type Retirement, Large
  • Category Target-Date 2035
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.84%
  • Turnover 1%

USD | NAV as of Jun 20, 2024 | 1-Day Return as of Jun 20, 2024, 10:18 PM GMT+0

Morningstar’s Analysis REFTX

Will REFTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A series that will keep your retirement goals on target.

Director Jason Kephart

Jason Kephart

Director

Summary

The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.

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Portfolio Holdings REFTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 60.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

American Funds American Balanced R6

7.60 3.4 Bil

American Funds Growth Fund of Amer R6

6.87 3.1 Bil

American Funds Capital World Gr&Inc R6

6.79 3.0 Bil

American Funds American Mutual R6

6.66 3.0 Bil

American Funds Fundamental Invs R6

6.53 2.9 Bil

American Funds AMCAP R6

6.45 2.9 Bil

American Funds Washington Mutual R6

5.23 2.3 Bil

American Funds US Government Sec R6

4.88 2.2 Bil

American Funds Inflation Linked Bd R6

4.58 2.0 Bil

American Funds Global Balanced R6

4.57 2.0 Bil