Nasdaq - Delayed Quote USD
American Funds 2050 Trgt Date Retire R2 (RBITX)
19.04
-0.25
(-1.30%)
As of 8:07:02 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 250
- Min Initial Investment, IRA
- 0.25
- Min Initial Investment, AIP
- 2.5
- Min Subsequent Investment
- 250
- Min Subsequent Investment, IRA
- 0.25
- Min Subsequent Investment, AIP
- --
Broker Availability
- Cetera Advisors LLC- PAM, PRIME, Premier
- Cetera Advisor Networks LLC- PAM, PRIME, Premier
- RBC Wealth Management-Advisory Eligible
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- Cetera Financial Specialists LLC- Premier
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
Fund Summary
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.
Fund Overview
| Category | Target-Date 2050 |
| Fund Family | American Funds |
| Net Assets | 33.82B |
| YTD Return | -1.69% |
| Yield | 0.35% |
| Morningstar Rating | |
| Inception Date | Nov 20, 2015 |
Performance & Risk
| YTD Return | -5.51% |
| 5y Average Return | 10.15% |
| Rank in Category (ytd) | 93 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.17 |
| Morningstar Risk Rating |
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