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American Funds 2050 Trgt Date Retire R2 (RBITX)

18.01
-0.16
(-0.88%)
At close: 8:02:02 PM EDT
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  • Previous Close 18.17
  • YTD Return -1.69%
  • Expense Ratio 1.46%
  • Category Target-Date 2050
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 33.82B
  • Beta (5Y Monthly) 1.17
  • Yield 0.35%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.07
  • 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

33.82B

Net Assets

2009-07-13

Inception Date

Performance Overview: RBITX

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Trailing returns as of 4/7/2025. Category is Target-Date 2050.

YTD Return

RBITX
1.69%
Category
11.99%
 

1-Year Return

RBITX
4.54%
Category
37.09%
 

3-Year Return

RBITX
5.26%
Category
13.69%
 

5-Year Return

RBITX
12.40%
Category
13.58%
 

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Holdings: RBITX

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Sector Weightings

SectorRBITX
Technology   23.68%
Healthcare   14.17%
Industrials   13.99%
Energy   3.22%
Utilities   2.46%
Real Estate   1.53%

Recent News: RBITX

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Research Reports: RBITX

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