American Funds 2050 Target Date Retirement Fund® Class R-5 REITX Strategy
Strategy
The investment seeks growth, income and conservation of capital. 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.
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Ticker
|
Name
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Share Class Type
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Investment Status
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Morningstar Rating for Funds
Overall
|
Medalist Rating
Overall
|
Inception Date
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Total Net Assets for Share Class
|
Adjusted Expense Ratio
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Fee Level
Distribution
|
Minimum Initial Investment
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1-Year Net Flow
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|---|---|---|---|---|---|---|---|---|---|---|---|
FAITX
| American Funds 2050 Target Date Retirement Fund® Class F-1 | No Load | Open | $135.49M | 0.730% | Above Average | $250 | −$2.53M | |||
FBITX
| American Funds 2050 Target Date Retirement Fund® Class F-2 | No Load | Open | $231.44M | 0.450% | Below Average | $250 | $16.30M | |||
DITFX
| American Funds 2050 Target Date Retirement Fund® Class F-3 | Institutional | Open | $31.23M | 0.370% | Below Average | $1M | −$535,961.20 | |||
AALTX
| American Funds 2050 Target Date Retirement Fund® Class A | Front Load | Open | $3.51B | 0.690% | Low | $250 | $3.39M | |||
CCITX
| American Funds 2050 Target Date Retirement Fund® Class C | Level Load | Open | $189.21M | 1.450% | Below Average | $250 | −$18.88M | |||
REITX
| American Funds 2050 Target Date Retirement Fund® Class R-5 | Retirement, Large | Open | $521.72M | 0.420% | Average | $250 | −$19.39M | |||
RFITX
| American Funds 2050 Target Date Retirement Fund® Class R-6 | Retirement, Large | Open | $31.75B | 0.370% | Below Average | $250 | −$1.08B | |||
RHITX
| American Funds 2050 Target Date Retirement Fund® Class R-5E | Retirement, Large | Open | $1.22B | 0.510% | Above Average | $250 | −$12.90M | |||
RCITX
| American Funds 2050 Target Date Retirement Fund® Class R-3 | Retirement, Medium | Open | $2.13B | 1.010% | Average | $250 | $22.19M | |||
RDITX
| American Funds 2050 Target Date Retirement Fund® Class R-4 | Retirement, Medium | Open | $1.82B | 0.720% | Low | $250 | −$121.14M | |||
RBITX
| American Funds 2050 Target Date Retirement Fund® Class R-2 | Retirement, Small | Open | $1.28B | 1.460% | Below Average | $250 | −$58.17M | |||
RAITX
| American Funds 2050 Target Date Retirement Fund® Class R-1 | Retirement, Small | Open | $28.71M | 1.460% | Below Average | $250 | −$79,673.08 | |||
RBHEX
| American Funds 2050 Target Date Retirement Fund® Class R-2E | Retirement, Small | Open | $295.11M | 1.160% | Low | $250 | −$40.96M |
United States