American Funds 2035 Target Date Retirement Fund Class A (AAFTX)

$18.49
C Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. All Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds 2035 Target Date Retirement Fund Class A 24 0.68 5.36% -2.48% 0.36%
U.S. All Cap 35 1.01 9.56% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 5.06% 9.11% -4.05%
Year-to-Date 5.36% 9.56% -4.20%
1 Year 16.51% 0.00% 16.51%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

24%

(very high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 24% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.36%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$467

Real cost (fees + lost compounding)

$577

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
97%

Return in excess of styles
(over past year)
-4.27%