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American Funds 2035 Trgt Date Retire R5 REFTX

Analyst rating as of
NAV / 1-Day Return
15.24  /  0.78 %
Total Assets
29.4 Bil
Adj. Expense Ratio
0.400%
Expense Ratio
0.400%
Fee Level
Below Average
Longest Manager Tenure
10.75 years
Category
Target-Date 2035
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.37%
Turnover
17%

Morningstar’s Fund Analysis REFTX

Will REFTX outperform in future?

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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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