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 0.60%
Dividend RBHEX-NASDAQ Click to
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Dividend Yield (Forward) 1.79%
Asset Allocation RBHEX-NASDAQ Click to
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Cash 4.30%
Stock 86.08%
U.S. Stock 60.05%
Non-U.S. Stock 26.03%
Bond 9.14%
U.S. Bond 7.41%
Non-U.S. Bond 1.73%
Preferred 0.14%
Convertible 0.00%
Other Net 0.34%
Price History RBHEX-NASDAQ Click to
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7-Day Total Return -1.72%
30-Day Total Return -4.39%
60-Day Total Return -4.26%
90-Day Total Return -2.67%
Year to Date Total Return -1.52%
1-Year Total Return 4.89%
2-Year Total Return 29.69%
3-Year Total Return 15.68%
5-Year Total Return 84.84%
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 $19.99
1-Month Low NAV $19.87
1-Month High NAV $20.59
52-Week Low NAV $18.65
52-Week Low NAV (Date) Apr 19, 2024
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 14.85
Balance Sheet RBHEX-NASDAQ Click to
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Total Assets 35.31B
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%
Weiss Ratings