- What does AAFTX invest in?
- 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.
- What is the expense ratio of AAFTX?
- American Funds 2050 Target Date Retirement Fund Class A (AAFTX) charges an expense ratio of 0.67%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is AAFTX?
- American Funds 2050 Target Date Retirement Fund Class A (AAFTX) manages $56.63B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is AAFTX actively managed or an index fund?
- AAFTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was AAFTX launched?
- American Funds 2050 Target Date Retirement Fund Class A (AAFTX) launched in February 2007 and is managed by Capital Group.
- How has AAFTX performed?
- AAFTX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
