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Mutual Fund ticker: NASDAQ
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American Funds 2035 Trgt Date Retire R5E (RHFTX) Ownership - Who owns American Funds 2035 Trgt Date Retire R5E?

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

Profile

Category
Target-Date 2035
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com

Details

Group
Balanced Funds
Category
Target Date 2031-2035
Total Expense Ratio
0.48
Min. Initial Investment
250.00
Fund Existence
over 9 years
Turnover
N/A
Front Load
N/A
Net Assets
47983620000.00
Manager Tenure
N/A

Fundamentals

RHFTX
Net Assets
48B
Fund Existence
over 9 years
Turnover
N/A
Total Expense Ratio
0.48
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
0.48
Assets in Top Ten Holdings
24.9B
Average Credit Quality
8
Average Effective Duration
4.69
Average Effective Maturity
7.44
Fund of Funds
Yes
Fund Share Class Net Assets
1.35B
Fund Type
OpenEnd
Index Fund
No
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
0.424
Annual Yield % from dividends
1.86
Returns for 1 year
6.57
Returns for 3 years
16.31
Returns for 5 years
36.96
Returns for 10 years
N/A
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General Information

Category

Profile
Fundamentals
Details
Category
Target-Date 2035
Address
American Funds Target Date Retiremt Ser333 South Hope StreetLos Angeles
Phone
(213) 486-9200
Web
www.americanfunds.com