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American Funds 2050 Target Date Retirement Fund (REITX)

22.55
+0.07
+(0.31%)
As of 8:07:08 AM EDT. Market Open.
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  • Previous Close 22.48
  • YTD Return 5.20%
  • Expense Ratio 0.42%
  • Category Target-Date 2050
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 35.89B
  • Beta (5Y Monthly) 1.16
  • Yield 1.22%
  • 5y Average Return --
  • Holdings Turnover 5.00%
  • Last Dividend 0.28
  • Inception Date Jan 27, 2017

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

35.89B

Net Assets

2017-01-27

Inception Date

Performance Overview: REITX

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Trailing returns as of 6/9/2025. Category is Target-Date 2050.

YTD Return

REITX
5.20%
Category
11.99%
 

1-Year Return

REITX
13.08%
Category
37.09%
 

3-Year Return

REITX
11.58%
Category
13.69%
 

5-Year Return

REITX
11.67%
Category
13.58%
 

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Holdings: REITX

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Sector Weightings

SectorREITX
Technology   22.43%
Industrials   13.99%
Healthcare   13.89%
Energy   3.08%
Utilities   2.16%
Real Estate   1.50%

Recent News: REITX

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Research Reports: REITX

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