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American Funds 2050 Trgt Date Retire R1 (RAITX)

20.88 -0.13 (-0.62%)
As of 8:05 AM EST. Market Open.
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DELL
  • Previous Close 21.01
  • YTD Return 13.36%
  • Expense Ratio 1.48%
  • Category Target-Date 2050
  • Last Cap Gain 2.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 33.62B
  • Beta (5Y Monthly) 1.19
  • Yield 0.54%
  • 5y Average Return --
  • Holdings Turnover 1.00%
  • Last Dividend 0.11
  • Inception Date Feb 21, 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

33.62B

Net Assets

2014-02-21

Inception Date

Performance Overview: RAITX

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Trailing returns as of 11/6/2024. Category is Target-Date 2050.

YTD Return

RAITX
13.36%
Category
11.99%
?

1-Year Return

RAITX
29.41%
Category
37.09%
?

3-Year Return

RAITX
2.99%
Category
13.69%
?

5-Year Return

RAITX
9.59%
Category
13.58%
?

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Holdings: RAITX

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Top 10 Holdings (73.83% of Total Assets)

SymbolCompany% Assets
RNPGX
American Funds New Perspective R6 8.99%
RLLGX
American Funds SMALLCAP World R6 8.07%
RFNGX
American Funds Fundamental Invs R6 8.03%
RWMGX
American Funds Washington Mutual R6 8.00%
RWIGX
American Funds Capital World Gr&Inc R6 7.29%
RGAGX
American Funds Growth Fund of Amer R6 7.07%
RMFGX
American Funds American Mutual R6 7.04%
RAFGX
American Funds AMCAP R6 7.00%
RLBGX
American Funds American Balanced R6 6.82%
RNWGX
American Funds New World R6 5.54%

Sector Weightings

Recent News: RAITX

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Research Reports: RAITX

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