REFTX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

American Funds 2035 Trgt Date Retire R5 (REFTX) Ownership - Who owns American Funds 2035 Trgt Date Retire R5?

The investment seeks growth, income and conservation of capital... Show more

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

REFTX

Net Assets

48B

Fund Existence

about 18 years

Turnover

N/A

Total Expense Ratio

0.39

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

250

Min. Initial Investment IRA

N/A

Morningstar Category

Target-Date 2035

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.39

Assets in Top Ten Holdings

24.9B

Average Credit Quality

Average Effective Duration

4.69

Average Effective Maturity

7.44

Fund of Funds

Yes

Fund Share Class Net Assets

638M

Fund Type

OpenEnd

Index Fund

Management Fee

0.00

Modified Duration

5.50

No Load Fund

Yes

Number of Long Holdings

24.00

Number of Net Holdings

25.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

0.33

Weighting Top Ten Holdings

60.54%

Gain YTD

0.157

Annual Yield % from dividends

1.93

Returns for 1 year

6.99

Returns for 3 years

15.66

Returns for 5 years

41.24

Returns for 10 years

50.51

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Fundamentals

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