Nasdaq - Delayed Quote USD
American Funds 2035 Target Date Retirement Fund (REFTX)
17.87
-0.13
(-0.72%)
At close: 8:02:07 PM EDT
Investment Information
- Min Initial Investment
- 250
- Min Initial Investment, IRA
- 0.25
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- --
Broker Availability
- Mid Atlantic Capital Corp
- CommonWealth PPS
- Raymond James
- CommonWealth Universe
- Mid Atlantic Capital Group
- H Beck Inc.
- Pershing Retirement Plan Network
- Kestra Financial
- Allowab (non-advisory)
- Mid Atlantic Clearing and Settlement
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.
Fund Overview
| Category | Target-Date 2035 |
| Fund Family | American Funds |
| Net Assets | 48.1B |
| YTD Return | 0.26% |
| Yield | 1.93% |
| Morningstar Rating | |
| Inception Date | Jul 13, 2009 |
Performance & Risk
| YTD Return | -5.96% |
| 5y Average Return | 10.40% |
| Rank in Category (ytd) | 45 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.03 |
| Morningstar Risk Rating |
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