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American Funds 2035 Trgt Date Retire R1 (RAFTX)

19.16 -0.08 (-0.42%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 19.24
  • YTD Return 11.15%
  • Expense Ratio 1.45%
  • Category Target-Date 2035
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 48.48B
  • Beta (5Y Monthly) 1.05
  • Yield 0.98%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.19
  • Inception Date Jan 27, 2017

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

48.48B

Net Assets

2017-01-27

Inception Date

Performance Overview: RAFTX

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Trailing returns as of 11/6/2024. Category is Target-Date 2035.

YTD Return

RAFTX
11.15%
Category
9.49%
?

1-Year Return

RAFTX
25.07%
Category
29.95%
?

3-Year Return

RAFTX
2.44%
Category
12.29%
?

5-Year Return

RAFTX
8.36%
Category
12.13%
?

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Holdings: RAFTX

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Top 10 Holdings (60.18% of Total Assets)

SymbolCompany% Assets
RLBGX
American Funds American Balanced R6 7.96%
RMFGX
American Funds American Mutual R6 7.07%
RWIGX
American Funds Capital World Gr&Inc R6 7.03%
RGAGX
American Funds Growth Fund of Amer R6 6.08%
RFNGX
American Funds Fundamental Invs R6 6.06%
RAFGX
American Funds AMCAP R6 6.05%
RWMGX
American Funds Washington Mutual R6 5.10%
RGVGX
American Funds US Government Sec R6 4.98%
RGBGX
American Funds Global Balanced R6 4.98%
RILFX
American Funds Inflation Linked Bd R6 4.88%

Sector Weightings

Recent News: RAFTX

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Research Reports: RAFTX

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