REFTX Mutual Fund (American Funds 2035 Target Date Retirement Fund CLASS R5) is managed by American Funds with $614.5M in net assets. REFTX expense ratio is 0.39%, holding 24 positions across sectors including Unknown. Inception date: 2007-02-01.

REFTX performance shows a YTD return of 6.08%. The 1-year return is 15.03% and the 5-year return is 7.67%. REFTX dividend yield stands at 5.76%, paid annually.

REFTX top holdings include American Balanced Fund R6 (Ambal Cl R6) (8.0%), American Funds Capital World Growth & Income Fund R6 (wgi Cl R6) (7.1%), American Mutual Fund Class R-6 (7.0%), Amcap Fund R6 (5.8%), Growth Fund Of America (the) R6 (gfa Cl R6) (5.4%). View all REFTX holdings, sector breakdown, or dividend history.

REFTX can be compared against other funds using the overlap calculator or side-by-side comparison tool. REFTX alternatives are available via the screener, along with tax-loss harvesting opportunities.