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American Funds 2050 Trgt Dt Rtr R-6 (RFITX)

25.53 -0.01 (-0.04%)
At close: November 2 at 6:48:45 PM EST
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  • Previous Close 25.54
  • YTD Return 9.18%
  • Expense Ratio 0.37%
  • Category Target-Date 2050
  • Last Cap Gain 21.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 42.23B
  • Beta (5Y Monthly) 1.18
  • Yield 0.85%
  • 5y Average Return --
  • Holdings Turnover 9.00%
  • Last Dividend 0.23
  • Inception Date Feb 1, 2007

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.

Capital Group

Fund Family

Target-Date 2050

Fund Category

42.23B

Net Assets

2007-02-01

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Target-Date 2050.

YTD Return

RFITX
9.18%
Category
11.99%

1-Year Return

RFITX
12.63%
Category
37.09%

3-Year Return

RFITX
19.25%
Category
13.69%

5-Year Return

RFITX
9.55%
Category
13.58%

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