The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2050 Trgt Date Retire R2 RBITX
- NAV / 1-Day Return 19.45 / 0.00
- Total Assets 30.4 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.480%
- Distribution Fee Level Below Average
- Share Class Type Retirement, Small
- Category Target-Date 2050
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Limited
- Status Open
- TTM Yield 0.60%
- Turnover 1%
USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:00 PM GMT+0
Morningstar’s Analysis RBITX
Will RBITX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 74.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds New Perspective R6 | 8.94 | 2.5 Bil | — |
American Funds SMALLCAP World R6 | 8.29 | 2.3 Bil | — |
American Funds Capital World Gr&Inc R6 | 8.20 | 2.3 Bil | — |
American Funds Fundamental Invs R6 | 8.19 | 2.3 Bil | — |
American Funds Washington Mutual R6 | 8.00 | 2.2 Bil | — |
American Funds AMCAP R6 | 7.07 | 1.9 Bil | — |
American Funds Growth Fund of Amer R6 | 7.06 | 1.9 Bil | — |
American Funds American Mutual R6 | 6.81 | 1.9 Bil | — |
American Funds American Balanced R6 | 6.80 | 1.9 Bil | — |
American Funds Global Balanced R6 | 5.20 | 1.4 Bil | — |