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American Funds 2035 Trgt Date Retire A (AAFTX)

18.81 -0.03 (-0.16%)
At close: June 14 at 8:01 PM EDT
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DELL
  • Previous Close 18.84
  • YTD Return 5.58%
  • Expense Ratio 0.35%
  • Category Target-Date 2035
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 45.15B
  • Beta (5Y Monthly) 1.07
  • Yield 1.62%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.30
  • Inception Date Jul 13, 2009

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

45.15B

Net Assets

2009-07-13

Inception Date

Performance Overview: AAFTX

Trailing returns as of 6/14/2024. Category is Target-Date 2035.

YTD Return

AAFTX
5.58%
Category
9.49%
 

1-Year Return

AAFTX
16.88%
Category
29.95%
 

3-Year Return

AAFTX
2.91%
Category
12.29%
 

5-Year Return

AAFTX
9.48%
Category
12.13%
 

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Holdings: AAFTX

Top 10 Holdings (60.17% of Total Assets)

SymbolCompany% Assets
RLBGX
American Funds American Balanced R6 7.60%
RGAGX
American Funds Growth Fund of Amer R6 6.87%
RWIGX
American Funds Capital World Gr&Inc R6 6.79%
RMFGX
American Funds American Mutual R6 6.66%
RFNGX
American Funds Fundamental Invs R6 6.53%
RAFGX
American Funds AMCAP R6 6.45%
RWMGX
American Funds Washington Mutual R6 5.23%
RGVGX
American Funds US Government Sec R6 4.88%
RILFX
American Funds Inflation Linked Bd R6 4.58%
RGBGX
American Funds Global Balanced R6 4.57%

Sector Weightings

SectorAAFTX
Technology   23.32%
Healthcare   14.61%
Industrials   14.17%
Energy   4.17%
Utilities   2.52%
Real Estate   1.50%

Recent News: AAFTX

Research Reports: AAFTX

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