American Funds 2035 Target Date Retirement Fund - American Funds/Capital Group
Shareclass
American Funds 2035 Target Date Retirement Fund Class T (TDFHX)
Type
Open-end mutual fund
Manager
Filing
Target date
American Funds Target Date Retirement Fund - American Funds/Capital Group
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund American Funds 2035 Target Date Retirement Fund - American Funds/Capital Group
FUND COVERAGE
# of holdings1,135
% of assets60%
Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.
Sub-scores & KPIs
Gender Equality: Gender Balance in Leadership and Workforce
26 / 40
Gender Equality: Equal Compensation and Work Life Balance
9 / 30
Gender Equality: Policies Promoting Gender Equality
18 / 20
Gender Equality: Commitment, Transparency, and Accountability
1 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. National Bank of Canada0.03%$19.26M
- 2. Transurban Group<0.01%$1.53M
- 3. Allianz SE0.03%$14.54M
- 4. AstraZeneca PLC0.31%$171.14M
- 5. AstraZeneca PLC0.02%$11.03M
- 6. Qantas Airways Ltd0.01%$6.83M
- 7. Standard Chartered PLC0.09%$47.92M
- 8. GSK PLC<0.01%$1.5M
- 9. National Grid PLC0.08%$44.67M
- 10. Publicis Groupe SA0.13%$70.43M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. AST SpaceMobile Inc<0.01%$198,442
- 2. Construction Partners Inc<0.01%$2.16M
- 3. Shopify Inc0.25%$135.99M
- 4. Astera Labs Inc<0.01%$2.32M
- 5. FTAI Aviation Ltd0.1%$54.85M
- 6. Viper Energy Inc0.01%$6.88M
- 7. Constellation Software Inc/Canada0.05%$25.71M
- 8. Carvana Co0.07%$39.77M
- 9. Bridgebio Pharma Inc<0.01%$1.3M
- 10. First Merchants Corp<0.01%$1.17M
Fund manager statement
We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.
Manager surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund American Funds 2035 Target Date Retirement Fund - American Funds/Capital Group
Totals
Holdings
Assets
Weight
Prisons
29.0
$3.98B
7.19%
Prisons high risk
7.0
$114.08M
0.21%
Private prisons
0.0
$0
0%
Borders
33.0
$5.03B
9.09%
Borders high risk
14.0
$887.47M
1.6%
Total
44.0
$5.27B
9.52%
Holdings — 44 flagged holdings
1.
Microsoft Corp
:$1.52B
2.74%
2.
Alphabet Inc
:$689.61M
1.25%
3.
Amazon.com Inc
:$638.49M
1.15%
4.
Alphabet Inc
:$611.52M
1.1%
5.
RTX Corp
:$441.94M
0.8%
6.
Salesforce Inc
:$158.37M
0.29%
7.
Airbus SE
:$127.64M
0.23%
8.
Ingersoll Rand Inc
:$124.1M
0.22%
9.
Accenture PLC
:$123.09M
0.22%
10.
Northrop Grumman Corp
:$119.92M
0.22%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Funds 2035 Target Date Retirement Fund - American Funds/Capital Group TDFHX
Environment
Social
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