American Funds 2035 Target Date Retirement Fund® Class A
AAFTX
NASDAQ
Weiss Ratings | AAFTX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Good | |||
Risk Grade | B- | |||
Company Info | AAFTX-NASDAQ | Click to Compare |
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Provider | American Funds | |||
Manager/Tenure (Years) | Wesley K. Phoa (13), Michelle J. Black (5), David A. Hoag (5), 5 others | |||
Website | http://www.americanfunds.com | |||
Fund Information | AAFTX-NASDAQ | Click to Compare |
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Fund Name | American Funds 2035 Target Date Retirement Fund® Class A | |||
Category | Target-Date 2035 | |||
Sub-Category | Target Date | |||
Prospectus Objective | Asset Allocation | |||
Inception Date | Feb 01, 2007 | |||
Open/Closed To New Investors | Open | |||
Minimum Initial Investment | 250.00 | |||
Minimum Subsequent Investment | 50.00 | |||
Front End Fee | 0.06 | |||
Back End Fee | -- | |||
Dividends and Shares | AAFTX-NASDAQ | Click to Compare |
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Dividend Yield | 1.60% | |||
Dividend | AAFTX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 2.06% | |||
Asset Allocation | AAFTX-NASDAQ | Click to Compare |
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Cash | 4.60% | |||
Stock | 64.30% | |||
U.S. Stock | 47.30% | |||
Non-U.S. Stock | 17.00% | |||
Bond | 30.20% | |||
U.S. Bond | 26.76% | |||
Non-U.S. Bond | 3.44% | |||
Preferred | 0.29% | |||
Convertible | 0.04% | |||
Other Net | 0.58% | |||
Price History | AAFTX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.68% | |||
30-Day Total Return | 3.10% | |||
60-Day Total Return | 6.86% | |||
90-Day Total Return | 3.64% | |||
Year to Date Total Return | 5.28% | |||
1-Year Total Return | 11.95% | |||
2-Year Total Return | 28.85% | |||
3-Year Total Return | 31.62% | |||
5-Year Total Return | 56.95% | |||
Price | AAFTX-NASDAQ | Click to Compare |
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Closing Price | -- | |||
1-Month Low Price | -- | |||
1-Month High Price | -- | |||
52-Week Low Price | -- | |||
52-Week Low Price (Date) | -- | |||
52-Week High Price | -- | |||
52-Week High Price (Date) | -- | |||
NAV | AAFTX-NASDAQ | Click to Compare |
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Nav | $19.93 | |||
1-Month Low NAV | $19.23 | |||
1-Month High NAV | $19.93 | |||
52-Week Low NAV | $17.67 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $20.30 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | AAFTX-NASDAQ | Click to Compare |
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Beta | 0.98 | |||
Standard Deviation | 12.51 | |||
Balance Sheet | AAFTX-NASDAQ | Click to Compare |
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Total Assets | 50.06B | |||
Operating Ratios | AAFTX-NASDAQ | Click to Compare |
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Expense Ratio | 0.67% | |||
Turnover Ratio | 7.00% | |||
Performance | AAFTX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 12.06% | |||
Last Bear Market Total Return | -12.62% | |||