NasdaqGM - Delayed Quote USD

American Funds 2035 Target Date (0P00019JAW)

18.52
+0.11
+(0.60%)
As of April 5 at 4:00:00 PM EDT. Market Open.

Top 10 Holdings (60.00% of Total Assets)

SymbolCompany% Assets
RLBGX
American Funds American Balanced R6 7.76%
RWIGX
American Funds Capital World Gr&Inc R6 6.80%
RMFGX
American Funds American Mutual R6 6.74%
RGAGX
American Funds Growth Fund of Amer R6 6.62%
RFNGX
American Funds Fundamental Invs R6 6.35%
RAFGX
American Funds AMCAP R6 6.31%
RWMGX
American Funds Washington Mutual R6 5.19%
RGVGX
American Funds US Government Sec R6 4.94%
RGBGX
American Funds Global Balanced R6 4.76%
RILFX
American Funds Inflation Linked Bd R6 4.53%
Get Quotes for Top Holdings

Sector Weightings

Sector0P00019JAW
Technology   20.09%
Healthcare   15.89%
Industrials   13.31%
Financial Services   11.83%
Consumer Cyclical   10.26%
Consumer Defensive   7.61%
Communication Services   7.01%
Energy   5.55%
Basic Materials   4.10%
Utilities   2.61%
Real Estate   1.76%

Overall Portfolio Composition (%)

Cash 4.92%
Stocks 68.37%
Bonds 26.16%
Others 0.43%
Preferred 0.12%
Convertible 0.01%

Bond Ratings

US Government 10.14%
AAA 74.81%
AA 3.14%
A 7.19%
BBB 7.61%
BB 3.83%
B 1.70%
Below B 0.53%
Other 1.19%

Equity Holdings

Average 0P00019JAW Category Average
Price/Earnings 0.05 23.21
Price/Book 0.29 2.93
Price/Sales 0.42 2.15
Price/Cashflow 0.07 14.21
Median Market Cap 103,155.29 73,415.04
3 Year Earnings Growth 18.42 12.26

Bond Holdings

Average 0P00019JAW Category Average
Maturity 9.39 8.06
Duration 3.7 6.61
Credit Quality -- --

Performance & Risk

YTD Return 4.72%
5y Average Return 8.92%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.08
Morningstar Risk Rating

Fund Overview

Category Target-Date 2035
Fund Family American Funds
Net Assets 44.75B
YTD Return 5.97%
Yield 1.90%
Morningstar Rating
Inception Date Feb 21, 2014

Fund Summary

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.

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