• FirefoxUpgrade to the new Firefox »
  •  Dow Down 0.79% Nasdaq Up 0.16%

    American Funds 2050 Trgt Date Retire B (BBITX)

    12.72 Down 0.02(0.16%) Jan 23
    Prev Close:12.74
    YTD Return*:6.12%
    Net Assets*:1.38B

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.


    • No Headlines available for BBITX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    American Funds Washington Mutual R69.01N/A
    American Funds Invmt Co of Amer R69.01N/A
    American Funds Fundamental Invs R67.99N/A
    American Funds American Mutual R67.99N/A
    American Funds AMCAP R67.01N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.38B
    Category:Target Date 2046-2050
    Annual Report Expense Ratio (net):0.97%

    Performance & Risk

    YTD Return:6.12%
    5y Avg Return:10.62%
    Rank in Category (ytd):33
    % Rank in Category (ytd):15.57%
    Beta (3y):1.30
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in bond, equity income and balanced funds as it approaches and passes its target date. It 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 such as growth funds, growth-and-income funds, equity-income funds and a balanced fund and bond funds. The fund categories represent differing investment objectives. View More
    Your browser doesn't support canvas
    Submit Feedback