Bulletin
Investor Alert

American Funds 2050 Target Date Retirement Fund;R6

NAS: RFITX

GO
/zigman2/quotes/202197027/realtime

$

17.48

Change

+0.12 +0.69%

Dec 8, 2022

YTD return

-16.83%

5 yr avg return

6.99%

Total net assets

14.07B

52 week low

52 week high

$15.65

$21.90

Yield

1.22%

Fees & Expenses

Front load

0.00%

Deferred load

0.00%

Max. redemption fee

0.00%

Total expense ratio

0.01%

12 b-1

n/a

Turnover

14.00%

Expense Calculator

Amt Invested:

Timeframe:

Total expense ratio:

Front load:

Deferred load:

Expense projection:

Estimated Total:

* Expense Calculator results are based on the fund's past performance. Preferred load may be less. Check with your fund company for exact values.

Distributions

Income dividend

0.22

Dividend freq.

Annually

Capital gain (2021)

0.75

Capital gain (YTD)

n/a

Risk Measures

Alpha

-0.20

Beta

0.86

Standard deviation

5.19

R. squared

0.96

Min. Investment

Standard (taxable)

250

IRA

n/a

Compare:
Indexes
  • Dow(INDU) INDU
  • Nasdaq (COMP) COMP
  • S&P 500 (SPX) SPX
  • Global Dow (GDOW) GDOW
1d
5d
3m
6m
1y
3y
5y
/news/latest/company/us/rfitx

MarketWatch News on RFITX

  1. BlackRock, blue chips slammed with 401(k) suit

    11:11 a.m. Aug. 19, 2022

    - Brett Arends

Lipper Leader

Total Return: 5 Consistent Return: 5 Preservation: 2 Tax Efficiency: 5 Expense: 4

YTD Lipper Ranking: Quintile 4 (80th percentile)

Lipper Ranking & Performance

Fund return Category Index
(S&P 500)
% rank in category Quintile rank
YTD -16.83% -15.74% -16.20% 80% 4
1yr -13.30% -12.39% -14.70% 70% 4
3yr 6.50% 5.57% 9.50% 7% 1
5yr 6.99% 5.86% 10.30% 3% 1
10yr 9.73% 8.3% 12.9% 2% 1

Calculate Growth of 10k

Starting year:

Initial amount USD:

Estimated current value USD:

$40,378

Fund Comparison

Compare: Returns Risk Fees Holdings

Find Another Fund

Investment focus:

Net assets:

Return timeframe:

Fund Details

Category

Mixed-Asset Target 2050 Funds

Fund family

n/a

Fund status

Open

Fund inception

July 13, 2009

Manager

Team Managed

Investment Policy

The Fund seeks to provide for investors that plan to retire in 2050. Depending on its proximity to its target date, the Fund will seek to achieve the following: growth, income and conservation of capital. Each Fund will attempt to achieve its investment objectives by investing in a mix of American Funds.

Top Holdings

Company Symbol % of total net assets
American Funds Income Fund of America;R6 n/a 1.09
American Funds Capital Income Builder;R6 n/a 1.09
American Funds EuroPacific Growth Fund;R6 n/a 1.99
American Funds Global Insight Fund;R-6 n/a 2.52
American Funds New World Fund;R6 n/a 3.45
American Funds New Economy Fund;R6 n/a 4.43
American Funds US Government Securities Fd;R6 n/a 5.26
American Funds Investment Co of America;R6 n/a 5.27
American Funds Global Balanced Fund;R6 n/a 5.49
American Funds American Balanced Fund;R6 n/a 6.59
American Funds American Mutual Fund;R6 n/a 6.8
American Funds Growth Fund of America;R6 n/a 6.96
American Funds AMCAP Fund;R6 n/a 6.96
American Funds Washington Mutual Inv Fund;R6 n/a 8.14
American Funds Capital World Gro & Inc Fd;R6 n/a 8.27
American Funds Fundamental Investors;R6 n/a 8.27
American Funds SMALLCAP World Fund;R6 n/a 8.48
American Funds New Perspective Fund;R6 n/a 8.96
/news/nonmarketwatch/company/us/rfitx

Other News on RFITX

No News currently available for RFITX

Link to MarketWatch's Slice.