C
American Funds 2050 Target Date Retirement Fund® Class F-2 FBITX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings FBITX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B-
Company Info FBITX-NASDAQ Click to
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Provider American Funds
Manager/Tenure (Years) Wesley K. Phoa (13), Michelle J. Black (5), David A. Hoag (5), 5 others
Website http://www.americanfunds.com
Fund Information FBITX-NASDAQ Click to
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Fund Name American Funds 2050 Target Date Retirement Fund® Class F-2
Category Target-Date 2050
Sub-Category Target Date
Prospectus Objective Asset Allocation
Inception Date Feb 21, 2014
Open/Closed To New Investors Open
Minimum Initial Investment 250.00
Minimum Subsequent Investment 50.00
Front End Fee --
Back End Fee --
Dividends and Shares FBITX-NASDAQ Click to
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Dividend Yield 1.21%
Dividend FBITX-NASDAQ Click to
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Dividend Yield (Forward) 1.83%
Asset Allocation FBITX-NASDAQ Click to
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Cash 4.17%
Stock 85.45%
U.S. Stock 59.93%
Non-U.S. Stock 25.52%
Bond 9.65%
U.S. Bond 7.81%
Non-U.S. Bond 1.84%
Preferred 0.35%
Convertible 0.01%
Other Net 0.38%
Price History FBITX-NASDAQ Click to
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7-Day Total Return 2.04%
30-Day Total Return 4.27%
60-Day Total Return 10.14%
90-Day Total Return 5.07%
Year to Date Total Return 5.78%
1-Year Total Return 13.60%
2-Year Total Return 34.84%
3-Year Total Return 40.18%
5-Year Total Return 69.47%
Price FBITX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
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NAV FBITX-NASDAQ Click to
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Nav $21.93
1-Month Low NAV $20.87
1-Month High NAV $21.93
52-Week Low NAV $18.58
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $22.23
52-Week High Price (Date) Dec 16, 2024
Beta / Standard Deviation FBITX-NASDAQ Click to
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Beta 0.96
Standard Deviation 14.42
Balance Sheet FBITX-NASDAQ Click to
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Total Assets 35.95B
Operating Ratios FBITX-NASDAQ Click to
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Expense Ratio 0.46%
Turnover Ratio 5.00%
Performance FBITX-NASDAQ Click to
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Last Bull Market Total Return 13.72%
Last Bear Market Total Return -14.80%