LT Trust


American Funds 2035 Trgt Date Retire R6

Fund Basics
Name
American Funds 2035 Trgt Date Retire R6
Category
Target-Date 2035
Benchmark
Morningstar Lifetime Allocation Moderate 2035 TR USD
Objective
Asset Allocation
Inception date
7/13/2009
Fund type
Hybrid
Fund family
American Funds
Fund company web site
www.americanfunds.com
Registration company
American Funds Target Date Retiremt Ser
Investment strategy
The investment seeks growth, income and conservation of capital. 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.
Performance
  1 Year Return 5 Year Return 10 Year Return Since Inception Return
Fund 14.63 10.65 9.35
Benchmark 12.81 8.76 7.52
Data as of
6/30/2025
Month end price
$20.81
Turnover ratio
7.00

Past performance does not guarantee how the investment option will perform in the future. Your investment in this option could lose money.

Fees And Expenses
  As a percent Per $1,000
Prospectus Net Expense Ratio 0.34% $3.40
Prospectus Gross Expense Ratio 0.34% $3.40
Expense summary
None.
Restrictions
The series’ board determined not to adopt the purchase blocking policy currently employed by the other American Funds. The board made this decision because the nature of the funds does not lend itself to abusive market timing activities. However, American Funds Service Company will monitor for frequent trading in the funds’ shares, and all transactions in fund shares are subject to the right of the series, American Funds Distributors and American Funds Service Company to restrict potentially abusive trading. In addition to reserving the right to restrict potentially abusive trading, American Funds Service Company will monitor for other types of activity that could potentially be harmful to the American Funds — for example, short-term trading activity in multiple funds. When identified, American Funds Service Company will request that the shareholder discontinue the activity. If the activity continues, American Funds Service Company will freeze the shareholder account to prevent all activity other than redemptions of fund shares.

The cumulative effect of fees and expenses can substantially reduce the growth of your retirement savings. Visit the Department of Labor’s Web site for an example showing the long-term effect of fees and expenses at https://www.dol.gov/sites/default/files/ebsa/about-ebsa/our-activities/resource-center/publications/a-look-at-401k-plan-fees.pdf. Fees and expenses are only one of many factors to consider when you decide to invest in an option.

Information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.