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American Funds 2050 Trgt Date Retire R5 (REITX)
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19.60 - YTD Return 7.70%
- 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) 1.23
- Yield 1.40%
- 5y Average Return --
- Holdings Turnover 1.00%
- Last Dividend 0.29
- 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: REITX
Trailing returns as of 4/26/2024. Category is Target-Date 2050.
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REHTX American Funds 2045 Trgt Date Retire R5
20.09
+0.75%
REGTX American Funds 2040 Trgt Date Retire R5
19.52
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RECTX American Funds 2020 Trgt Date Retire R5
13.25
+0.38%
REETX American Funds 2030 Trgt Date Retire R5
16.71
+0.54%
REDTX American Funds 2025 Trgt Date Retire R5
14.95
+0.47%
REATX American Funds 2010 Trgt Date Retire R5
11.48
+0.35%
REFTX American Funds 2035 Trgt Date Retire R5
18.37
+0.60%
REJTX American Funds 2015 Trgt Date Retire R5
12.11
+0.33%
REKTX American Funds 2055 Trgt Date Retire R5
24.83
+0.85%
REMTX American Funds 2060 Trgt Date Retire R5
16.82
+0.84%
RNWFX American Funds New World R5
78.49
+1.20%
RIRFX American Funds Capital Income Bldr R5
66.74
+0.20%
RLBFX American Funds American Balanced R5
33.17
+0.67%
RBFFX American Funds Bond Fund of Amer R5
10.98
+0.27%
RDITX American Funds 2050 Trgt Date Retire R4
19.48
+0.78%
RBITX American Funds 2050 Trgt Date Retire R2
18.95
+0.80%
Holdings: REITX
Top 10 Holdings (72.06% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorREITX
Technology 22.98%
Healthcare 15.46%
Industrials 13.85%
Financial Services 11.77%
Consumer Cyclical 10.62%
Communication Services 6.92%
Consumer Defensive 6.50%
Basic Materials 4.30%
Energy 4.03%
Utilities 2.22%
Real Estate 1.34%
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