C
American Funds 2035 Target Date Retirement Fund® Class R-5 REFTX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings REFTX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info REFTX-NASDAQ Click to
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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 REFTX-NASDAQ Click to
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Fund Name American Funds 2035 Target Date Retirement Fund® Class R-5
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 REFTX-NASDAQ Click to
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Dividend Yield 1.84%
Dividend REFTX-NASDAQ Click to
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Dividend Yield (Forward) 2.06%
Asset Allocation REFTX-NASDAQ Click to
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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 REFTX-NASDAQ Click to
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7-Day Total Return 2.51%
30-Day Total Return 4.04%
60-Day Total Return 8.26%
90-Day Total Return 8.60%
Year to Date Total Return 8.77%
1-Year Total Return 14.12%
2-Year Total Return 32.01%
3-Year Total Return 45.32%
5-Year Total Return 67.47%
Price REFTX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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NAV REFTX-NASDAQ Click to
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Nav $20.82
1-Month Low NAV $20.01
1-Month High NAV $20.82
52-Week Low NAV $17.87
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $20.82
52-Week High Price (Date) Jun 27, 2025
Beta / Standard Deviation REFTX-NASDAQ Click to
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Beta 0.72
Standard Deviation 12.52
Balance Sheet REFTX-NASDAQ Click to
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Total Assets 50.00B
Operating Ratios REFTX-NASDAQ Click to
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Expense Ratio 0.39%
Turnover Ratio 7.00%
Performance REFTX-NASDAQ Click to
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Last Bull Market Total Return 12.25%
Last Bear Market Total Return -12.56%