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American Funds 2035 Trgt Date Retire R-4 (RDFTX)

21.98 -0.17 (-0.77%)
As of 8:07:28 AM EST. Market Open.
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  • Previous Close 22.15
  • YTD Return 5.19%
  • Expense Ratio 0.69%
  • Category Target-Date 2035
  • Last Cap Gain 19.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Net Assets 54.89B
  • Beta (5Y Monthly) 0.97
  • Yield 1.34%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.31
  • Inception Date Feb 1, 2007

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.

Capital Group

Fund Family

Target-Date 2035

Fund Category

54.89B

Net Assets

2007-02-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Target-Date 2035.

YTD Return

RDFTX
5.19%
Category
9.49%

1-Year Return

RDFTX
7.76%
Category
29.95%

3-Year Return

RDFTX
15.03%
Category
12.29%

5-Year Return

RDFTX
7.22%
Category
12.13%

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