RHFTX:NASDAQ
American Funds 2035 Target Date Retirement Fund® Class R-5E – RHFTX Fund Overview
| Last Price | Today's Change | 52-Week Range | Trading Volume |
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| 19.06 | 0.07 (+0.37%) | 17.80 - 20.28 | 0.0 |
Market data as of 12:00AM 04/02/25. Quotes are delayed by at least 15 min.
Overview - RHFTX
The investment seeks growth, income and conservation of capital.
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. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.
Growth of $10,000 (10 Years)
| Total Return | 9.33% |
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| Yield (Trailing 12 Mo.) | 1.81% |
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| Expense Ratio | 0.48% |
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| Front Load | None |
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| Deferred Load | None |
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| Minimum Investment | $250.00 |
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| Management Tenure | 13 Years |
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| Fund Inception | 11/20/2015 |
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Trailing Total Returns - RHFTX
as of 02/28/2025
| Timeframe | RHFTX | S&P 500 | Target-Date 2035 |
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| 1 Month | -0.05% | -1.30% | 0.28% |
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| 3 Month | 0.87% | -0.97% | -0.14% |
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| Year-to-Date | 3.02% | 1.44% | 2.83% |
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| 1 Year | 12.31% | 18.41% | 11.08% |
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| 3 Year | 6.80% | 12.55% | 5.68% |
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| 5 Year | 10.27% | 16.85% | 8.93% |
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| 10 Year | 8.54% | 12.98% | 7.14% |
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| Since Inception | 9.33% | 11.12% | -- |
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Sector Allocation - RHFTX
as of 02/28/2025
| Basic Materials | | 3.44% |
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| Consumer Cyclical | | 9.64% |
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| Financial Services | | 12.83% |
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| Real Estate | | 1.82% |
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| Consumer Defensive | | 6.69% |
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| Healthcare | | 13.95% |
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| Utilities | | 3.27% |
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| Communication Services | | 7.93% |
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| Energy | | 3.77% |
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| Industrials | | 13.84% |
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| Technology | | 22.81% |
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Asset Allocation - RHFTX
as of 02/28/2025
| By Percent | Short | 0% | Long | Net |
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| Stock | 0.00 | | | 48.48 | 48.48 |
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| Bond | 0.00 | | | 24.94 | 24.94 |
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| Other | 0.00 | | | 0.68 | 0.68 |
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| Foreign Stock | 0.00 | | | 17.69 | 17.69 |
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| Foreign Bond | 0.00 | | | 3.43 | 3.43 |
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| Total | 0.00 | | | 95.22 | 95.22 |
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| Cash | 1.93 | | | 6.58 | 4.66 |
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| Total Net Assets | $50.43B |
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| Total Stock Holdings | 0 |
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| Total Bond Holdings | 0 |
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Bond Credit Quality - RHFTX
as of 02/28/2025
| AAA | | 74.52% |
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| AA | | 3.00% |
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| A | | 7.81% |
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| BBB | | 6.96% |
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| BB | | 3.93% |
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| B | | 1.92% |
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| Below B | | 0.47% |
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| Not Rated | | 1.39% |
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Top Ten Holdings - RHFTX
as of 02/28/2025
Valuation & Growth - RHFTX
as of 02/28/2025
| Valuation | RHFTX | Category Range |
|---|
| Price/Earnings | 23.59 | |
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| Price/Book | 3.67 | |
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| Price/Sales | 2.54 | |
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| Price/Cash Flow | 14.56 | |
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| Dividend Yield | 2.03 | |
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| LT Earnings | 10.79 | |
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| Historical Earnings | 16.06 | |
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| Sales Growth | 4.01 | |
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| Cash-Flow Growth | 7.71 | |
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| Book-Value Growth | -1.94 | |
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