C
American Funds 2050 Target Date Retirement Fund® Class R-2E RBHEX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings RBHEX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C+
Company Info RBHEX-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 RBHEX-NASDAQ Click to
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Fund Name American Funds 2050 Target Date Retirement Fund® Class R-2E
Category Target-Date 2050
Sub-Category Target Date
Prospectus Objective Asset Allocation
Inception Date Aug 29, 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 RBHEX-NASDAQ Click to
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Dividend Yield 0.63%
Dividend RBHEX-NASDAQ Click to
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Dividend Yield (Forward) 1.76%
Asset Allocation RBHEX-NASDAQ Click to
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Cash 3.39%
Stock 86.58%
U.S. Stock 61.53%
Non-U.S. Stock 25.05%
Bond 9.41%
U.S. Bond 7.61%
Non-U.S. Bond 1.80%
Preferred 0.26%
Convertible 0.01%
Other Net 0.35%
Price History RBHEX-NASDAQ Click to
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7-Day Total Return 3.85%
30-Day Total Return -1.96%
60-Day Total Return -4.40%
90-Day Total Return -5.76%
Year to Date Total Return -1.67%
1-Year Total Return 7.53%
2-Year Total Return 28.31%
3-Year Total Return 27.36%
5-Year Total Return 68.66%
Price RBHEX-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 RBHEX-NASDAQ Click to
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Nav $19.96
1-Month Low NAV $18.16
1-Month High NAV $20.36
52-Week Low NAV $18.16
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $21.64
52-Week High Price (Date) Dec 16, 2024
Beta / Standard Deviation RBHEX-NASDAQ Click to
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Beta 0.97
Standard Deviation 15.09
Balance Sheet RBHEX-NASDAQ Click to
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Total Assets 33.82B
Operating Ratios RBHEX-NASDAQ Click to
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Expense Ratio 1.17%
Turnover Ratio 5.00%
Performance RBHEX-NASDAQ Click to
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Last Bull Market Total Return 13.29%
Last Bear Market Total Return -14.93%