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American Funds 2035 Trgt Date Retire R5 REFTX Fund Analysis

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Morningstar’s Fund Analysis REFTX

Will REFTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Summary

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The American Funds Target Date Retirement series has struck the right balance between top-down and bottom-up decision making, earning its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver, with the remaining shares landing between Silver and Neutral depending on fees.

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