American Funds 2050 Target Date Retirement Fund® Class R-2
RBITX
NASDAQ
| Weiss Ratings | RBITX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | RBITX-NASDAQ | Click to Compare |
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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 | RBITX-NASDAQ | Click to Compare |
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| Fund Name | American Funds 2050 Target Date Retirement Fund® Class R-2 | |||
| 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 | RBITX-NASDAQ | Click to Compare |
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| Dividend Yield | 0.31% | |||
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| Dividend Yield (Forward) | 1.85% | |||
| Asset Allocation | RBITX-NASDAQ | Click to Compare |
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| Cash | 4.19% | |||
| Stock | 85.86% | |||
| U.S. Stock | 60.33% | |||
| Non-U.S. Stock | 25.53% | |||
| Bond | 9.22% | |||
| U.S. Bond | 7.53% | |||
| Non-U.S. Bond | 1.69% | |||
| Preferred | 0.35% | |||
| Convertible | 0.01% | |||
| Other Net | 0.37% | |||
| Price History | RBITX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.08% | |||
| 30-Day Total Return | 0.39% | |||
| 60-Day Total Return | 3.23% | |||
| 90-Day Total Return | 7.28% | |||
| Year to Date Total Return | 12.55% | |||
| 1-Year Total Return | 14.05% | |||
| 2-Year Total Return | 39.65% | |||
| 3-Year Total Return | 50.13% | |||
| 5-Year Total Return | 57.96% | |||
| Price | RBITX-NASDAQ | Click to Compare |
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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 | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | RBITX-NASDAQ | Click to Compare |
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| Nav | $22.68 | |||
| 1-Month Low NAV | $22.08 | |||
| 1-Month High NAV | $22.79 | |||
| 52-Week Low NAV | $18.01 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $22.79 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | RBITX-NASDAQ | Click to Compare |
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| Beta | 0.85 | |||
| Standard Deviation | 13.29 | |||
| Balance Sheet | RBITX-NASDAQ | Click to Compare |
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| Total Assets | 37.88B | |||
| Operating Ratios | RBITX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.46% | |||
| Turnover Ratio | 5.00% | |||
| Performance | RBITX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.08% | |||
| Last Bear Market Total Return | -14.98% | |||