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
Compare
Click to
Compare
Click to
Compare
Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info REFTX-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 REFTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
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
Compare
Click to
Compare
Click to
Compare
Dividend Yield 1.84%
Dividend REFTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Dividend Yield (Forward) 2.06%
Asset Allocation REFTX-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 REFTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
7-Day Total Return 1.66%
30-Day Total Return 3.11%
60-Day Total Return 6.94%
90-Day Total Return 3.70%
Year to Date Total Return 5.38%
1-Year Total Return 12.21%
2-Year Total Return 29.58%
3-Year Total Return 32.78%
5-Year Total Return 59.15%
Price REFTX-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 REFTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Nav $20.17
1-Month Low NAV $19.46
1-Month High NAV $20.17
52-Week Low NAV $17.87
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $20.57
52-Week High Price (Date) Dec 06, 2024
Beta / Standard Deviation REFTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Beta 0.98
Standard Deviation 12.52
Balance Sheet REFTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Total Assets 50.06B
Operating Ratios REFTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Expense Ratio 0.39%
Turnover Ratio 7.00%
Performance REFTX-NASDAQ Click to
Compare
Click to
Compare
Click to
Compare
Last Bull Market Total Return 12.25%
Last Bear Market Total Return -12.56%