American Funds 2035 Fund Quote

AAFTX Fund  USD 18.88  0.05  0.26%   

Performance

5 of 100

 
Weak
 
Strong
Modest

Odds Of Distress

Less than 21

 
High
 
Low
Low
American Funds is trading at 18.88 as of the 24th of June 2024; that is -0.26 percent decrease since the beginning of the trading day. The fund's open price was 18.93. American Funds has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for American Funds 2035 are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 25th of May 2024 and ending today, the 24th of June 2024. Click here to learn more.
The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. More on American Funds 2035

Moving together with American Mutual Fund

  0.93AMECX Income FundPairCorr
  0.9RNEBX New World FundPairCorr
  0.97AMFCX American MutualPairCorr
  0.97AMFFX American MutualPairCorr
  0.98RNCCX American Funds IncomePairCorr
  0.9FPPPX American Funds PresePairCorr

American Mutual Fund Highlights

Fund ConcentrationAmerican Funds, Large Blend Funds, Target-Date 2035 Funds, Target-Date 2035, American Funds (View all Sectors)
Update Date30th of June 2024
Expense Ratio Date1st of January 2023
Fiscal Year EndOctober
NameAmerican Funds 2035 Target Date Retirement Fund Class A
American Funds 2035 [AAFTX] is traded in USA and was established 24th of June 2024. American Funds is listed under American Funds category by Fama And French industry classification. The fund is listed under Target-Date 2035 category and is part of American Funds family. This fund presently has accumulated 37.5 B in assets under management (AUM) with no minimum investment requirementsAmerican Funds 2035 is currently producing year-to-date (YTD) return of 7.69% with the current yeild of 0.02%, while the total return for the last 3 years was 3.53%.
Check American Funds Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on American Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding American Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as American Funds 2035 Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top American Funds 2035 Mutual Fund Constituents

RAFGXAmcap Fund ClassMutual FundLarge Growth
RFNGXAmerican Funds FundamentalMutual FundLarge Blend
RGAGXGrowth Fund OfMutual FundLarge Growth
RGBGXAmerican Funds GlobalMutual FundWorld Allocation
RGVGXUs Government SecuritiesMutual FundIntermediate Government
RICGXInvestment Of AmericaMutual FundLarge Blend
RLBGXAmerican Balanced FundMutual FundAllocation--50% to 70% Equity
RLLGXSmallcap World FundMutual FundWorld Small/Mid Stock
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American Funds 2035 Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. American Funds market risk premium is the additional return an investor will receive from holding American Funds long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in American Funds. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although American Funds' alpha and beta are two of the key measurements used to evaluate American Funds' performance over the market, the standard measures of volatility play an important role as well.

American Funds Against Markets

Other Information on Investing in American Mutual Fund

American Funds financial ratios help investors to determine whether American Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in American with respect to the benefits of owning American Funds security.
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