REFTX
American Fds 2035 Target Date Retirement Fund Class R5
$22.33
American Fds 2035 Target Date Retirement Fund Class R5 (REFTX)
The American Fds 2035 Target Date Retirement Fund Class R5 (ticker: REFTX) is a mutual fund that is designed for investors who are planning to retire in the year 2035. This fund is classified as Class R5, which typically indicates a lower expense ratio and higher minimum investment compared to other classes. The fund's objective is to provide a diversified portfolio of investments that will gradually shift towards a more conservative approach as the target date approaches. This fund may be suitable for investors who are looking for a long-term retirement investment option with a specific target date in mind.
REFTX Mutual Fund Chart & Stats
$22.33
At close: 4:00 PM EST- Previous Close
- $22.33
- Sub-Category
- 2035
- Total Liabilities
- $38.10M
- Expense Ratio
- 0.39%
- Holding Count
- 24
- Brand
- American Funds Target Date Retirement Series
- Category
- Target-Date Retirement
- Total Assets
- 55.94B
- Shares Outstanding
- N/A
- 52-Week Range
- $20.33 - $23.06
Top 10 Holdings
| Name | Weight % |
|---|---|
| RLBGXAmerican Balanced Fund, Cl R-6 Shs | 8.03% |
| RMFGXAmerican Mutual Fund, Class R-6 Shares | 7.08% |
| RWIGXCapital World Growth and Income Fund Class R-6 Shares | 7.03% |
| RAFGXAMCAP Fund, Class R-6 Shares | 5.79% |
| RGAGXThe Growth Fund of America Class R-6 Shares | 5.38% |
| RFNGXFundamental Investors, Class R-6 Shares | 5.11% |
| RWMGXWashington Mutual Investors Fund Cl R-6 Shs | 5.03% |
| RGBGXAmerican Funds Global Balanced Fd Cl R-6 | 4.99% |
| RMAGXAmerican Funds Mortgage Fund Class R-6 | 4.96% |
| RGVGXThe American Fds Income Srs - U.S. Government Securities Fd Cl R-6 | 4.96% |
| Total | 58.36% |
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