RAFTX

Active

American Funds 2035 Target Date Retirement Fund

Category: US Equity (9,528 funds)

Expense Ratio
0.67%
Annual Cost per $10K
$67.00
30-Year Fee Drag per $10K
$13,074
at 7% annual return
Fund Type
Mutual Fund
Active
Trailing 12-Month
+14.92%

Asset Allocation

US Equity
74%
Intl Equity
10%
US Bond
14%
Cash
2%

Fee Comparison

RAFTX
0.67%
US Equity average
1.06%
US Equity cheapest
0.00%
Index benchmark
0.03%

37% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+52.06%3Y
Compare to

Fee Impact Calculator

$
%
RAFTX at 0.67%$315,242
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$65,371
Cost vs index fund−$62,182

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
RAFTXAmerican Funds 2035 Target Date Retirement Fund0.67%
AAFTXAmerican Funds 2035 Target Date Retirement Fund0.67%
AAETXAmerican Funds 2030 Target Date Retirement Fund0.66%
AAGTXAmerican Funds 2040 Target Date Retirement Fund0.68%
CTAKXAmerican Funds College 2036 Fund0.43%
FEEFXAmerican Funds Fundamental Investors0.34%
JEPIJPMorgan Equity Premium Income ETF0.35%
DOXGXDodge & Cox Stock Fund0.41%
CGLGXAmerican Funds Growth and Income Portfolio0.92%
AICCXInvestment Co of America0.32%
BLPAXAmerican Funds Moderate Growth and Income Portfolio0.93%
AAHTXAmerican Funds 2045 Target Date Retirement Fund0.69%
JEPQJPMorgan Nasdaq Equity Premium Income ETF0.35%
CIPAXAmerican Funds Conservative Growth and Income Portfolio0.88%
AALTXAmerican Funds 2050 Target Date Retirement Fund0.69%
CGIOXCalamos Growth & Income Fund0.73%
TPPAXT. Rowe Price Spectrum Moderate Allocation Fund0.62%
FMSHXFranklin Mutual Shares Fund0.70%
PPIPXT. Rowe Price Spectrum Conservative Allocation Fund0.56%
JEPAXJPMorgan Equity Premium Income Fund0.45%
ACIIXEquity Income Fund0.59%
PEIYXPutnam Large Cap Value Fund0.63%
VGSTXVANGUARD STAR FUND0.30%
FSELXSelect Semiconductors Portfolio0.62%
AAMTXAmerican Funds 2055 Target Date Retirement Fund0.70%
FEIQXFranklin Equity Income Fund0.50%
SMHVanEck Semiconductor ETF0.35%
SWHGXSchwab MarketTrack Growth Portfolio0.50%
ACSHXInvesco Comstock Fund0.51%
PMBJXMidCap Fund0.80%
GARUXGoldman Sachs Absolute Return Tracker Fund0.73%
TRUZXT. Rowe Price New Horizons Fund, Inc.0.64%
FGLGXFidelity Series Large Cap Stock Fund0.00%
CGPAXAmerican Funds Growth Portfolio0.99%
TIBOXThornburg Investment Income Builder Fund0.84%
FCFWXAmerican Funds Retirement Income Portfolio - Enhanced1.14%
FGIDXFidelity Growth and Income Portfolio0.46%
WFPRXAllspring Special Mid Cap Value Fund0.70%
SOXXiShares Semiconductor ETF0.34%
EKBDXAllspring Diversified Capital Builder Fund1.01%
FFOJXSelect Technology Portfolio0.91%
FBFWXAmerican Funds Retirement Income Portfolio - Moderate1.24%
THISXT. Rowe Price Health Sciences Fund, Inc.0.67%
AANTXAmerican Funds 2060 Target Date Retirement Fund0.72%
TRTZXT. Rowe Price Mid-Cap Value Fund, Inc.0.05%
MVCKXMFS Mid Cap Value Fund0.62%
FDVLXFidelity Value Fund0.68%
DFSVXU.S. SMALL CAP VALUE PORTFOLIO$1M min0.31%
MCPRXMFS Mid Cap Growth Fund1.02%
TGIPXT. Rowe Price Spectrum Moderate Growth Allocation Fund0.64%
FVDFirst Trust Value Line Dividend Index Fund0.61%
FSPHXSelect Health Care Portfolio0.63%
IRGPXVoya Retirement Aggressive Portfolio0.60%
HRAFXHartford Moderately Aggressive Allocation Fund0.68%
LCBEXClearBridge Dividend Strategy Fund0.66%
FNKLXFidelity Series Value Discovery Fund0.00%
FCAGXFidelity Small Cap Growth Fund0.92%
FEIKXFidelity Equity-Income Fund0.46%
GMTZXMyDestination 2015 Fund0.75%
IWNiShares Russell 2000 Value ETF0.24%
MIGKXMFS Massachusetts Investors Growth Stock Fund0.46%
FFDKXFidelity Fund0.42%
GMWZXMyDestination 2025 Fund0.75%
FETKXFidelity Equity Dividend Income Fund0.46%
REMIXSTANDPOINT MULTI-ASSET FUND1.26%
TRZZXT. Rowe Price Small-Cap Stock Fund, Inc.0.74%
VRRKXVOYA TARGET RETIREMENT 2040 FUND0.61%
IBBiShares Biotechnology ETF0.44%
FBIOXSelect Biotechnology Portfolio0.63%
FVWSXFidelity Series Opportunistic Insights Fund0.00%
FTDHXAmerican Funds College 2039 Fund0.45%
MLLAXMFS Lifetime Income Fund0.44%
MACBXMFS Conservative Allocation Fund0.83%
NBPBXNeuberger Berman Large Cap Value Fund0.03%
IAGAXVOYA SOLUTION MODERATELY AGGRESSIVE PORTFOLIO0.74%
ACCLXMid Cap Value Fund0.62%
POSKXPRIMECAP Odyssey Stock Fund0.67%
POAGXPRIMECAP Odyssey Aggressive Growth Fund0.66%
FDGFXFidelity Dividend Growth Fund1.16%
FSLTXStrategic Advisers Alternatives Fund1.56%
POGRXPRIMECAP Odyssey Growth Fund0.66%
BTBFXBoston Trust Asset Management Fund0.80%
FTCFXAmerican Funds College 2033 Fund0.39%
FHZTXFidelity Large Cap Stock Fund1.02%
FCAKXFidelity Capital Appreciation Fund0.66%
FACDXFidelity Advisor Health Care Fund0.68%
MITJXMassachusetts Investors Trust0.38%
HQIFXTHE HARTFORD EQUITY INCOME FUND0.64%
CAPAXFederated Hermes Capital Income Fund0.89%
PNOBXPutnam Sustainable Leaders Fund0.88%
FADTXFidelity Advisor Technology Fund0.55%
AALRXAmerican Beacon Large Cap Value Fund0.62%
PODAXAristotle Portfolio Optimization Growth Fund1.09%
VVOAXInvesco Value Opportunities Fund1.27%
MXCPXEmpower Conservative Profile Fund0.76%
FGRCXFidelity Mega Cap Stock Fund0.47%
FCDAXFidelity Stock Selector Small Cap Fund0.85%
FSOPXFidelity Series Small Cap Opportunities Fund0.00%
TMSIXTHRIVENT MID CAP STOCK FUND0.74%
IOOiShares Global 100 ETF0.40%
MXMPXEmpower Moderate Profile Fund0.90%

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