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BBFTX American Funds 2035 Trgt Date Retire B

6 lower fee alternatives found

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Fund BBFTX American Funds 2035 Trgt Date Retire B VTTHX Vanguard Target Retirement 2035 Inv LFEKX MFS Lifetime 2035 R6  
100% 98% 98%
Annual Fees
(1.54% Exp. Ratio)
(0.15% Exp. Ratio)
(0.51% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 4.22% annual return
$21,665.29 $32,992.22 $29,604.14
Est. savings over 30 yrs +$11,326.94 +$7,938.85
As of 12/31/16
1 YR RETURN 6.82%
3 YR 4.01%
5 YR 10.11%
10 YR --
1 YR RETURN 8.26%
3 YR 4.66%
5 YR 10.15%
10 YR 5.09%
1 YR RETURN 9.21%
3 YR 4.28%
5 YR --
10 YR --
The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in bond, 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 such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives.
The investment seeks to provide capital appreciation and current income consistent with its current asset allocation. The fund invests in other Vanguard mutual funds according to an asset allocation strategy designed for investors planning to retire and leave the workforce in or within a few years of 2035 (the target year). The fund's asset allocation will become more conservative over time, meaning that the percentage of assets allocated to stocks will decrease while the percentage of assets allocated to bonds and other fixed income investments will increase.
The investment seeks a high level of total return consistent with its asset allocation until the approximate retirement year in 2035; thereafter, the fund will seek total return through a combination of current income and capital appreciation. The fund is designed to provide diversification among different asset classes for investors with the approximate retirement year in 2035. It invests substantially all of its assets in other MFS mutual funds, referred to as underlying funds.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


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