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American Funds 2035 Target Date Retirement Fund® Class R-5 (REFTX)

US Funds

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20.21 -0.04 -0.20%

13/11 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 662.44M

Type: Fund

Market: United States

Issuer: American Funds

Asset Class: Bond

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REFTX Overview

Find basic information about the American Funds 2035 Target Date Retirement Fund® Class R-5 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add REFTX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US02630T5891)

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Technical Chart

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Rating

1-Year Change18.35%

Prev. Close20.25

Risk Rating

TTM Yield1.74%

ROE25.14%

IssuerAmerican Funds

Turnover6%

ROA9.81%

Inception Date39114

Total Assets662.44M

Expenses0.06%

Min. Investment250

Market Cap147.34B

CategoryTarget - Date 2035

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1121	1022	1264	1109	1574	2289
Fund Return	12.13%	2.16%	26.39%	3.52%	9.5%	8.63%
Place in category	13	2	27	23	3	2
% in Category	5	1	11	11	1	1

Top Bond Funds by American Funds

Name	Total Assets	YTD%	3Y%	10Y%
American Funds 2030 Trgt Date RetR6	35.25B	10.48	3.10	7.63
American Funds 2035 Trgt Date RetR6	35.22B	12.12	3.57	8.69
American Funds 2040 Trgt Date RetR6	32.92B	13.83	4.22	9.29
American Funds Bond Fund of Amer F2	30.85B	1.92	-2.13	1.89
American Funds 2045 Trgt Date RetR6	28.04B	14.21	4.28	9.47

Top Funds for Target-Date 2035 Category

Name	Total Assets	YTD%	3Y%	10Y%
The Vanguard Target Retire 2035 Tr1	113.17B	11.06	3.12	7.60
The Vanguard Target Retire 2035 Tr2	113.17B	11.05	3.11	7.59
Vanguard Target Retire Trust Plus35	113.17B	11.08	3.13	7.61
Vanguard Target Retirement 2035 Inv	104.18B	11.12	3.07	7.51
American Funds 2035 Trgt Date RetR6	35.22B	12.12	3.57	8.69

Top Holdings

Name	ISIN	Weight %	Last	Change %
American Funds American Balanced R6	-	7.96	-	-
American Funds American Mutual R6	-	7.07	-	-
American Funds Capital World Gr&Inc R6	-	7.03	-	-
American Funds Growth Fund of Amer R6	-	6.08	-	-
American Funds Fundamental Invs R6	-	6.06	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	American Funds 20.	20.21	-0.04	-0.20%
	CAN Global Balanc.	25.243	+0.080	+0.33%