AAFTX
American Funds 2035 Target Date Retirement Fund
1W: +1.4%
1M: -3.3%
3M: -1.4%
YTD: -1.9%
1Y: +8.0%
3Y: +38.7%
5Y: +31.9%
$20.62
+0.05 (+0.24%)
ETF-Level Metrics
AUM$56.2B
Holdings9
Top 10 Wt40.5%
Beta0.98
% Profitable—%
Coverage—%
Portfolio Valuation
P/E—
P/B—
P/S—
EV/EBITDA—
P/FCF—
PEG—
Profitability & Returns
Gross Margin—%
Net Margin—%
ROE—%
ROA—%
ROIC—%
Div Yield—%
Leverage & Liquidity
Debt/Equity—
Debt/Assets—
Net Debt/EBITDA—x
Interest Cov—x
Current Ratio—
Quick Ratio—
Growth (YoY)
Revenue—%
Net Income—%
EPS—%
FCF—%
EBITDA—%
Rev CAGR 3Y—%
Quality Scores
Piotroski F—
Altman Z—
IS Quality—
IS Overall—
IS Value—
Median P/E—
Sector Breakdown
2 sectors| Sector | # Holdings | Total Weight % | Avg P/E |
|---|---|---|---|
| Other | 16 | 59.4% | — |
| Financial Services | 9 | 40.6% | — |
Smart Money Overlap
0 holdings with signalsNo holdings with active convergence signals
Showing 25 of 25 holdings
· Page 1 of 1
| # | Name | Ticker | Weight % ▼ | Mkt Value | Shares | P/E | Mkt Cap | Sector |
|---|---|---|---|---|---|---|---|---|
| 1 | AMERICAN BALANCED FUND (AMBAL) | RLBGX | 8.34% | $4.5B | 114,129,652 | — | $279.9B | Financial Services |
| 2 | CAPITAL WORLD GROWTH & INCOME FUND Private | — | 7.17% | $3.9B | 50,102,946 | — | — | — |
| 3 | AMERICAN MUTUAL FUND (AMF) | RMFGX | 7.01% | $3.8B | 60,644,295 | — | $71.4B | Financial Services |
| 4 | AMCAP FUND Private | — | 6.16% | $3.3B | 66,859,233 | — | — | — |
| 5 | GROWTH FUND OF AMERICA (THE) | RGAGX | 5.77% | $3.1B | 34,354,739 | — | $265.5B | Financial Services |
| 6 | FUNDAMENTAL INVESTORS Private | — | 5.57% | $3.0B | 31,238,093 | — | — | — |
| 7 | WASHINGTON MUTUAL INVESTORS FUND (WMIF) Private | — | 5.06% | $2.7B | 40,469,624 | — | — | — |
| 8 | AMERICAN FUNDS GLOBAL BALANCED FUND (GBAL) Private | — | 5.04% | $2.7B | 64,976,394 | — | — | — |
| 9 | AMERICAN FUNDS INFLATION LINKED BOND (ILBF) Bond | — | 4.92% | $2.6B | 268,953,265 | — | — | — |
| 10 | AMERICAN FUNDS MORTGAGE (AFMF) Private | — | 4.78% | $2.6B | 287,440,143 | — | — | — |
| 11 | U S GOVERNMENT SECURITIES FUND (GVT) | RGVGX | 4.78% | $2.6B | 211,412,632 | — | $24.7B | Financial Services |
| 12 | INCOME FUND OF AMERICA (THE) (IFA) | RIDGX | 3.99% | $2.1B | 78,520,511 | — | $149.4B | Financial Services |
| 13 | CAPITAL INCOME BUILDER (CIB) | RIRGX | 3.99% | $2.1B | 27,104,740 | — | $128.3B | Financial Services |
| 14 | INVESTMENT COMPANY OF AMERICA Private | — | 3.96% | $2.1B | 31,336,448 | — | — | — |
| 15 | AMERICAN FUNDS GLOBAL INSIGHT FUND Private | — | 3.93% | $2.1B | 74,765,330 | — | — | — |
| 16 | SMALLCAP WORLD FUND INC | RLLGX | 3.70% | $2.0B | 25,289,600 | — | $88.4B | Financial Services |
| 17 | INTERMEDIATE BOND FUND OF AMERICA Bond | — | 3.08% | $1.7B | 129,981,825 | — | — | — |
| 18 | NEW PERSPECTIVE FUND (NPF) | RNPGX | 2.93% | $1.6B | 20,961,689 | — | $166.0B | Financial Services |
| 19 | AMERICAN FUNDS MULTI-SECTOR INCOME FUND (MSI) Private | — | 2.88% | $1.6B | 163,187,175 | — | — | — |
| 20 | INTERNATIONAL GROWTH & INCOME FUND Private | — | 2.09% | $1.1B | 24,727,230 | — | — | — |
| 21 | AMERICAN FUNDS STRATEGIC BOND FUND (SBF) Bond | — | 1.90% | $1.0B | 108,628,273 | — | — | — |
| 22 | CAPITAL WORLD BOND FUND (WBF) Bond | — | 1.89% | $1.0B | 61,811,245 | — | — | — |
| 23 | BOND FUND OF AMERICA (THE) (BFA) Bond | — | 0.93% | $497.4M | 43,328,981 | — | — | — |
| 24 | NEW ECONOMY FUND Private | — | 0.04% | $20.9M | 262,966 | — | — | — |
| 25 | NEW WORLD FUND INC | RNWGX | 0.04% | $19.0M | 194,005 | — | $82.2B | Financial Services |