C
American Funds 2050 Target Date Retirement Fund® Class R-1 RAITX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RAITX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info RAITX-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 RAITX-NASDAQ Click to
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Fund Name American Funds 2050 Target Date Retirement Fund® Class R-1
Category Target-Date 2050
Sub-Category Target Date
Prospectus Objective Asset Allocation
Inception Date Feb 01, 2007
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 RAITX-NASDAQ Click to
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Dividend Yield 0.31%
Dividend RAITX-NASDAQ Click to
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Dividend Yield (Forward) 1.83%
Asset Allocation RAITX-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 RAITX-NASDAQ Click to
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7-Day Total Return 2.01%
30-Day Total Return 4.17%
60-Day Total Return 9.94%
90-Day Total Return 4.78%
Year to Date Total Return 5.35%
1-Year Total Return 12.47%
2-Year Total Return 32.16%
3-Year Total Return 36.04%
5-Year Total Return 61.20%
Price RAITX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
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52-Week High Price --
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NAV RAITX-NASDAQ Click to
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Nav $21.23
1-Month Low NAV $20.22
1-Month High NAV $21.23
52-Week Low NAV $18.01
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $21.43
52-Week High Price (Date) Dec 16, 2024
Beta / Standard Deviation RAITX-NASDAQ Click to
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Beta 0.96
Standard Deviation 14.38
Balance Sheet RAITX-NASDAQ Click to
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Total Assets 35.95B
Operating Ratios RAITX-NASDAQ Click to
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Expense Ratio 1.46%
Turnover Ratio 5.00%
Performance RAITX-NASDAQ Click to
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Last Bull Market Total Return 13.08%
Last Bear Market Total Return -14.98%