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 1.76%
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 4.86%
Stock 65.55%
U.S. Stock 48.19%
Non-U.S. Stock 17.36%
Bond 28.69%
U.S. Bond 25.36%
Non-U.S. Bond 3.33%
Preferred 0.29%
Convertible 0.04%
Other Net 0.58%
Price History REFTX-NASDAQ Click to
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7-Day Total Return -1.50%
30-Day Total Return -0.04%
60-Day Total Return 3.66%
90-Day Total Return 6.90%
Year to Date Total Return 9.24%
1-Year Total Return 14.32%
2-Year Total Return 30.43%
3-Year Total Return 40.42%
5-Year Total Return 58.74%
Price REFTX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
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NAV REFTX-NASDAQ Click to
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Nav $20.91
1-Month Low NAV $20.90
1-Month High NAV $21.23
52-Week Low NAV $17.87
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $21.23
52-Week High Price (Date) Jul 25, 2025
Beta / Standard Deviation REFTX-NASDAQ Click to
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Beta 0.73
Standard Deviation 11.53
Balance Sheet REFTX-NASDAQ Click to
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Total Assets 51.80B
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%