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American Funds 2050 Trgt Date Retire R2 (RBITX)

18.95 +0.15 (+0.80%)
At close: 6:25 PM EDT
Key Events
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DELL
  • Previous Close 18.80
  • YTD Return 7.40%
  • Expense Ratio 1.18%
  • Category Target-Date 2050
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 30.42B
  • Beta (5Y Monthly) 1.22
  • Yield 0.58%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.11
  • Inception Date Aug 29, 2014

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

30.42B

Net Assets

2014-08-29

Inception Date

Performance Overview: RBITX

Trailing returns as of 4/25/2024. Category is Target-Date 2050.

YTD Return

RBITX
7.40%
Category
11.99%
 

1-Year Return

RBITX
21.19%
Category
37.09%
 

3-Year Return

RBITX
4.75%
Category
13.69%
 

5-Year Return

RBITX
9.43%
Category
13.58%
 

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Holdings: RBITX

Top 10 Holdings (72.06% of Total Assets)

SymbolCompany% Assets
RNPGX
American Funds New Perspective R6 8.66%
RLLGX
American Funds SMALLCAP World R6 8.00%
RFNGX
American Funds Fundamental Invs R6 7.92%
RWMGX
American Funds Washington Mutual Investors Fund 7.77%
RWIGX
American Funds Capital World Growth and Income Fund 7.58%
RGAGX
American Funds Growth Fund of Amer R6 6.92%
RAFGX
American Funds AMCAP R6 6.84%
RLBGX
American Funds American Balanced R6 6.69%
RMFGX
American Funds American Mutual R6 6.68%
RICGX
American Funds Invmt Co of Amer R6 5.01%

Sector Weightings

SectorRBITX
Technology   22.98%
Healthcare   15.46%
Industrials   13.85%
Energy   4.03%
Utilities   2.22%
Real Estate   1.34%

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