American Funds 2035 Target Date Retirement Fund® Class R-1
RAFTX
NASDAQ
| Weiss Ratings | RAFTX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RAFTX-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 | RAFTX-NASDAQ | Click to Compare |
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| Fund Name | American Funds 2035 Target Date Retirement Fund® Class R-1 | |||
| 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 | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | RAFTX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.00% | |||
| Dividend | RAFTX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.97% | |||
| Asset Allocation | RAFTX-NASDAQ | Click to Compare |
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| Cash | 3.84% | |||
| Stock | 65.31% | |||
| U.S. Stock | 48.67% | |||
| Non-U.S. Stock | 16.64% | |||
| Bond | 29.97% | |||
| U.S. Bond | 26.45% | |||
| Non-U.S. Bond | 3.52% | |||
| Preferred | 0.20% | |||
| Convertible | 0.03% | |||
| Other Net | 0.64% | |||
| Price History | RAFTX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.19% | |||
| 30-Day Total Return | -3.52% | |||
| 60-Day Total Return | -6.75% | |||
| 90-Day Total Return | -4.45% | |||
| Year to Date Total Return | -2.94% | |||
| 1-Year Total Return | 6.34% | |||
| 2-Year Total Return | 18.23% | |||
| 3-Year Total Return | 13.82% | |||
| 5-Year Total Return | 51.75% | |||
| Price | RAFTX-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 | RAFTX-NASDAQ | Click to Compare |
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| Nav | $17.81 | |||
| 1-Month Low NAV | $17.08 | |||
| 1-Month High NAV | $18.69 | |||
| 52-Week Low NAV | $17.08 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.57 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | RAFTX-NASDAQ | Click to Compare |
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| Beta | 0.98 | |||
| Standard Deviation | 13.13 | |||
| Balance Sheet | RAFTX-NASDAQ | Click to Compare |
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| Total Assets | 48.10B | |||
| Operating Ratios | RAFTX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.42% | |||
| Turnover Ratio | 1.00% | |||
| Performance | RAFTX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 11.53% | |||
| Last Bear Market Total Return | -12.82% | |||