American Funds 2035 Target Date Retirement Fund® Class R-2
RBFTX
NASDAQ
| Weiss Ratings | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | American Funds 2035 Target Date Retirement Fund® Class R-2 | |||
| 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 | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 0.94% | |||
| Dividend | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 2.06% | |||
| Asset Allocation | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.51% | |||
| 30-Day Total Return | 3.96% | |||
| 60-Day Total Return | 8.13% | |||
| 90-Day Total Return | 8.31% | |||
| Year to Date Total Return | 8.25% | |||
| 1-Year Total Return | 12.96% | |||
| 2-Year Total Return | 29.36% | |||
| 3-Year Total Return | 40.89% | |||
| 5-Year Total Return | 59.03% | |||
| Price | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $19.94 | |||
| 1-Month Low NAV | $19.18 | |||
| 1-Month High NAV | $19.94 | |||
| 52-Week Low NAV | $17.15 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $19.94 | |||
| 52-Week High Price (Date) | Jun 27, 2025 | |||
| Beta / Standard Deviation | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.72 | |||
| Standard Deviation | 12.51 | |||
| Balance Sheet | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 50.00B | |||
| Operating Ratios | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.43% | |||
| Turnover Ratio | 7.00% | |||
| Performance | RBFTX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 11.54% | |||
| Last Bear Market Total Return | -12.79% | |||