American Funds 2050 Target Date Retirement Fund® Class R-5 REITX
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.
Ticker | Name | Share Class Type | Investment Status | Morningstar Rating for Funds Overall | Medalist Rating Overall | Inception Date | Total Net Assets for Share Class | Adjusted Expense Ratio | Fee Level Distribution | Minimum Initial Investment | 1-Year Net Flow |
|---|---|---|---|---|---|---|---|---|---|---|---|
FAITX | American Funds 2050 Target Date Retirement Fund® Class F-1 | No Load | Open | $130.63M | 0.730% | Above Average | $250 | −$3.16M | |||
FBITX | American Funds 2050 Target Date Retirement Fund® Class F-2 | No Load | Open | $221.84M | 0.450% | Below Average | $250 | $12.27M | |||
DITFX | American Funds 2050 Target Date Retirement Fund® Class F-3 | Institutional | Open | $29.73M | 0.370% | Below Average | $1M | −$2.07M | |||
AALTX | American Funds 2050 Target Date Retirement Fund® Class A | Front Load | Open | $3.40B | 0.690% | Low | $250 | −$7.42M | |||
CCITX | American Funds 2050 Target Date Retirement Fund® Class C | Level Load | Open | $180.25M | 1.450% | Below Average | $250 | −$19.32M | |||
REITX | American Funds 2050 Target Date Retirement Fund® Class R-5 | Retirement, Large | Open | $482.96M | 0.420% | Average | $250 | −$26.01M | |||
RFITX | American Funds 2050 Target Date Retirement Fund® Class R-6 | Retirement, Large | Open | $30.71B | 0.370% | Below Average | $250 | −$753.34M | |||
RHITX | American Funds 2050 Target Date Retirement Fund® Class R-5E | Retirement, Large | Open | $1.17B | 0.510% | Above Average | $250 | −$17.97M | |||
RCITX | American Funds 2050 Target Date Retirement Fund® Class R-3 | Retirement, Medium | Open | $2.07B | 1.010% | Average | $250 | $21.74M | |||
RDITX | American Funds 2050 Target Date Retirement Fund® Class R-4 | Retirement, Medium | Open | $1.71B | 0.720% | Low | $250 | −$156.12M | |||
RAITX | American Funds 2050 Target Date Retirement Fund® Class R-1 | Retirement, Small | Open | $27.72M | 1.460% | Below Average | $250 | −$45,168.15 | |||
RBITX | American Funds 2050 Target Date Retirement Fund® Class R-2 | Retirement, Small | Open | $1.22B | 1.460% | Below Average | $250 | −$54.62M | |||
RBHEX | American Funds 2050 Target Date Retirement Fund® Class R-2E | Retirement, Small | Open | $281.71M | 1.160% | Low | $250 | −$40.65M |
United States