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American Funds 2035 Trgt Date Retire A (AAFTX) Fund Ranking and Research

Ranking, Research and Recommendation of American Funds 2035 Trgt Date Retire A (AAFTX) Fund

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Graph of American Funds 2035 Trgt Date Retire A Fund (AAFTX) ManagerFund Manager - John H. Smet

Fund Manager Information

Fund Manager Tenure: 12.6 years
Fund Family: American Funds
Fund Category: Target-Date 2035
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.73)     (What does this score mean?)

 

Graph of American Funds 2035 Trgt Date Retire A Fund (AAFTX) ProfileAmerican Funds 2035 Trgt Date Retire A Fund (AAFTX) Profile

Fund Profile and Description

American Funds 2035 Trgt Date Retire A Fund seeks growth, income and conservation of capital. American Funds 2035 Trgt Date Retire A Fund normally invests greater portion of assets in bond, equity-income and balanced funds as it approaches and passes its target date. It attempts to achieve its objectives by investing in a mix of American funds.

 

American Funds 2035 Trgt Date Retire A (AAFTX) Fund Strength What we like about American Funds 2035 Trgt Date Retire A (AAFTX) Fund

Data for American Funds 2035 Trgt Date Retire A Fund (AAFTX) as of May 30, 2016

  • American Funds 2035 Trgt Date Retire A Fund (AAFTX) management has been with American Funds 2035 Trgt Date Retire A Fund for 12.6 years
  • American Funds 2035 Trgt Date Retire A Fund (AAFTX) has good short-term performance (1-year return -1.75% vs -3.24% Target-Date 2035 category median performance)
  • American Funds 2035 Trgt Date Retire A Fund (AAFTX) has good mid-term performance (3-year return 7.50% vs 5.59% Target-Date 2035 category median performance)
  • American Funds 2035 Trgt Date Retire A Fund (AAFTX) has good Long-term performance (5-year return 7.96% vs 5.95% Target-Date 2035 category median performance)
  • American Funds 2035 Trgt Date Retire A Fund (AAFTX) ratio of up-years vs down years is greater than 2
  • American Funds 2035 Trgt Date Retire A Fund (AAFTX) has a Morningstar rating of 4 and above
  • Asset base in American Funds 2035 Trgt Date Retire A Fund (AAFTX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • American Funds 2035 Trgt Date Retire A Fund (AAFTX) has an annual stock turnover rate of 5.00% vs Target-Date 2035 average of 25.03%. It is good that American Funds 2035 Trgt Date Retire A management does not trade extensively for its return.
  • American Funds 2035 Trgt Date Retire A Fund (AAFTX) has a lower expense ratio than its Target-Date 2035 average: 0.34% vs 0.39%

American Funds 2035 Trgt Date Retire A Fund (AAFTX) Weakness What we are cautious about American Funds 2035 Trgt Date Retire A (AAFTX) Fund

Data for American Funds 2035 Trgt Date Retire A Fund (AAFTX) as of May 30, 2016

  • American Funds 2035 Trgt Date Retire A Fund (AAFTX) is more volatile than its peers as it has a 3-year Standard Deviation of 9.86 that is higher than category average of 9.59
  • American Funds 2035 Trgt Date Retire A Fund (AAFTX) carries a 5.75% load
See American Funds 2035 Trgt Date Retire A Fund (AAFTX) performance details as of May 30, 2016

 

What do you think?

 

Compare American Funds 2035 Trgt Date Retire A Fund (AAFTX)Compare with other top Target-Date 2035 category mutual funds

Aadditional top Target-Date 2035 mutual funds for your consideration

FundYear to Date1 Year3 year5 year
American Funds 2035 Trgt Date Retire A2.73-1.757.507.96
American Century One Choice 2035 Instl (ARLIX)2.61-1.886.026.87Compare
Putnam RetirementReady 2035 Y (PRRYX)0.90-3.746.496.75Compare

See top fund managers for Target-Date 2035 Category Funds

 

Graph of American Funds 2035 Trgt Date Retire A Fund (AAFTX) Net Asset TrackingAmerican Funds 2035 Trgt Date Retire A (AAFTX) Fund Net Asset

Track net asset change of American Funds 2035 Trgt Date Retire A fund (AAFTX)

DateNet Asset
05/2016$5.31B
03/2016$4.65B
02/2016$4.28B
More historic net asset information on American Funds 2035 Trgt Date Retire A Fund (AAFTX)

  

Graph of American Funds 2035 Trgt Date Retire A Fund (AAFTX) Portfolio TrackingAmerican Funds 2035 Trgt Date Retire A (AAFTX) Fund Portfolio Allocation

Track portfolio allocation change of American Funds 2035 Trgt Date Retire A fund (AAFTX)

DateCashStockBondOther
03/20164.82%80.25%11.84%2.93%
12/20155.43%80.06%11.62%2.8%
09/20155.71%80.7%10.58%2.91%
Click here to see more historic asset allocation information on American Funds 2035 Trgt Date Retire A Fund (AAFTX)

 

graph of American Funds 2035 Trgt Date Retire A Fund (AAFTX) Top 10 Position TrackingTop 10 Holdings in American Funds 2035 Trgt Date Retire A (AAFTX) Fund

Discover what American Funds 2035 Trgt Date Retire A Fund (AAFTX) manager is buying

Mar 30, 2016
American Funds Washington Mutual R6 [7.99%]
American Funds New Perspective R6 [7%]
American Funds Invmt Co of Amer R6 [6.99%]
American Funds SMALLCAP World R6 [6.81%]
American Funds Growth Fund of Amer R6 [6.74%]
American Funds AMCAP R6 [6.73%]
American Funds Global Balanced R6 [6%]
American Funds Fundamental Invs R6 [5.99%]
American Funds American Mutual R6 [5.99%]
American Funds American Balanced R6 [5.99%]

Dec 30, 2015
American Funds Washington Mutual R6 [8%]
American Funds New Perspective R6 [7%]
American Funds Invmt Co of Amer R6 [7%]
American Funds SMALLCAP World R6 [6.8%]
American Funds Growth Fund of Amer R6 [6.8%]
American Funds AMCAP R6 [6.8%]
American Funds Global Balanced R6 [6%]
American Funds Fundamental Invs R6 [6%]
American Funds American Mutual R6 [6%]
American Funds American Balanced R6 [6%]

Sep 29, 2015
American Funds Washington Mutual R6 [8.04%]
American Funds New Perspective R6 [6.95%]
American Funds Invmt Co of Amer R6 [6.91%]
American Funds Growth Fund of Amer R6 [6.8%]
American Funds SMALLCAP World R6 [6.79%]
American Funds AMCAP R6 [6.79%]
American Funds American Balanced R6 [6.07%]
American Funds Global Balanced R6 [6.01%]
American Funds American Mutual R6 [5.99%]
American Funds Fundamental Invs R6 [5.97%]
Click here for Stock Holding Change Map in American Funds 2035 Trgt Date Retire A Fund (AAFTX)

  

Latest News on American Funds 2035 Trgt Date Retire A (AAFTX) Fund

See what is happening with American Funds 2035 Trgt Date Retire A Fund (AAFTX)

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American Funds 2035 Trgt Date Retire A Fund (AAFTX) Related ResourcesSee more information on American Funds 2035 Trgt Date Retire A (AAFTX) Fund

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