NasdaqGM - Delayed Quote USD

American Funds 2035 Target Date (0P00019JAW)

18.52
+0.11
+(0.60%)
At close: April 5 at 4:00:00 PM EDT
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DELL
  • Previous Close 18.41
  • YTD Return 5.97%
  • Expense Ratio 0.44%
  • Category Target-Date 2035
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 44.75B
  • Beta (5Y Monthly) 1.08
  • Yield 1.90%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.36
  • Inception Date Feb 21, 2014

The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

American Funds

Fund Family

Target-Date 2035

Fund Category

44.75B

Net Assets

2014-02-21

Inception Date

Performance Overview: 0P00019JAW

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Trailing returns as of 4/4/2024. Category is Target-Date 2035.

YTD Return

0P00019JAW
5.97%
Category
9.49%
 

1-Year Return

0P00019JAW
17.87%
Category
29.95%
 

3-Year Return

0P00019JAW
4.99%
Category
12.29%
 

5-Year Return

0P00019JAW
9.45%
Category
12.13%
 

Holdings: 0P00019JAW

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Sector Weightings

Sector0P00019JAW
Technology   20.09%
Healthcare   15.89%
Industrials   13.31%
Energy   5.55%
Utilities   2.61%
Real Estate   1.76%

Recent News: 0P00019JAW

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Research Reports: 0P00019JAW

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