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American Funds 2050 Trgt Date Retire A (AALTX)

21.64 -0.03 (-0.14%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 21.67
  • YTD Return 13.86%
  • Expense Ratio 0.71%
  • Category Target-Date 2050
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 33.28B
  • Beta (5Y Monthly) 1.22
  • Yield 1.11%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.24
  • Inception Date Feb 21, 2014

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.

American Funds

Fund Family

Target-Date 2050

Fund Category

33.28B

Net Assets

2014-02-21

Inception Date

Performance Overview: AALTX

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Trailing returns as of 9/27/2024. Category is Target-Date 2050.

YTD Return

AALTX
13.86%
Category
11.99%
 

1-Year Return

AALTX
21.51%
Category
37.09%
 

3-Year Return

AALTX
4.19%
Category
13.69%
 

5-Year Return

AALTX
11.07%
Category
13.58%
 

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Holdings: AALTX

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Top 10 Holdings (73.82% of Total Assets)

SymbolCompany% Assets
RNPGX
American Funds New Perspective R6 8.93%
RFNGX
American Funds Fundamental Invs R6 8.10%
RLLGX
American Funds SMALLCAP World R6 8.05%
RWMGX
American Funds Washington Mutual R6 8.00%
RWIGX
American Funds Capital World Gr&Inc R6 7.29%
RGAGX
American Funds Growth Fund of Amer R6 7.12%
RAFGX
American Funds AMCAP R6 7.08%
RLBGX
American Funds American Balanced R6 6.91%
RMFGX
American Funds American Mutual R6 6.90%
RNWGX
American Funds New World R6 5.46%

Sector Weightings

SectorAALTX
Technology   23.41%
Industrials   14.68%
Healthcare   14.61%
Energy   3.97%
Utilities   2.09%
Real Estate   1.25%

Recent News: AALTX

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Research Reports: AALTX

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