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American Funds 2050 Trgt Date Retire R1 (RAITX)

19.68 -0.05 (-0.25%)
At close: June 14 at 8:00 PM EDT
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DELL
  • Previous Close 19.73
  • YTD Return 6.90%
  • Expense Ratio 0.38%
  • Category Target-Date 2050
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 30.8B
  • Beta (5Y Monthly) 1.22
  • Yield 0.57%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.11
  • Inception Date Jul 13, 2009

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

30.8B

Net Assets

2009-07-13

Inception Date

Performance Overview: RAITX

Trailing returns as of 6/14/2024. Category is Target-Date 2050.

YTD Return

RAITX
6.90%
Category
11.99%
 

1-Year Return

RAITX
20.02%
Category
37.09%
 

3-Year Return

RAITX
2.85%
Category
13.69%
 

5-Year Return

RAITX
9.89%
Category
13.58%
 

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Holdings: RAITX

Top 10 Holdings (74.16% of Total Assets)

SymbolCompany% Assets
RNPGX
American Funds New Perspective R6 8.93%
RFNGX
American Funds Fundamental Invs R6 8.23%
RLLGX
American Funds SMALLCAP World R6 8.15%
RWMGX
American Funds Washington Mutual Investors Fund 8.00%
RWIGX
American Funds Capital World Growth and Income Fund 7.81%
RGAGX
American Funds Growth Fund of Amer R6 7.14%
RAFGX
American Funds AMCAP R6 7.01%
RMFGX
American Funds American Mutual R6 6.87%
RLBGX
American Funds American Balanced R6 6.85%
RICGX
American Funds Invmt Co of Amer R6 5.17%

Sector Weightings

SectorRAITX
Technology   23.94%
Healthcare   14.77%
Industrials   14.43%
Energy   3.77%
Utilities   2.07%
Real Estate   1.28%

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