REFTX Mutual Fund
REFTX Mutual Fund
REFTX Mutual Fund
American Funds 2035 Target Date Retirement Fund CLASS R5
REFTX Mutual Fund Overview
REFTX Mutual Fund (American Funds 2035 Target Date Retirement Fund CLASS R5) is managed by American Funds with $614.5M in net assets. REFTX expense ratio is 0.39%, holding 25 positions across various sectors. Inception date: 2007-02-01.
REFTX performance shows a YTD return of 7.36%. The 1-year return is 12.84% and the 5-year return is 7.15%. REFTX dividend yield stands at 5.73%, paid annually.
REFTX top holdings include American Balanced Fund (8.0%), Capital World Growth and Income Fund (7.0%), American Mutual Fund (7.0%), Amcap Fund (5.8%), The Growth Fund Of America (5.3%). Go to all REFTX holdings, REFTX sectors, or REFTX dividends.
REFTX can be compared against other funds. Use REFTX overlap to find shared positions, or REFTX vs another fund for a side-by-side view. REFTX alternatives are available via the screener, along with tax-loss harvesting opportunities.