American Funds 2050 Target Date Retirement Fund® Class R-4
RDITX
NASDAQ
Weiss Ratings | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Rating | ||||
Reward Index | Fair | |||
Reward Grade | C | |||
Risk Index | Fair | |||
Risk Grade | C+ | |||
Company Info | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
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 | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Fund Name | American Funds 2050 Target Date Retirement Fund® Class R-4 | |||
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 | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield | 1.02% | |||
Dividend | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Dividend Yield (Forward) | 1.76% | |||
Asset Allocation | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
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 | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
7-Day Total Return | 3.87% | |||
30-Day Total Return | -1.92% | |||
60-Day Total Return | -4.36% | |||
90-Day Total Return | -5.64% | |||
Year to Date Total Return | -1.54% | |||
1-Year Total Return | 8.01% | |||
2-Year Total Return | 29.43% | |||
3-Year Total Return | 29.14% | |||
5-Year Total Return | 72.57% | |||
Price | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
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 | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Nav | $20.38 | |||
1-Month Low NAV | $18.54 | |||
1-Month High NAV | $20.78 | |||
52-Week Low NAV | $18.54 | |||
52-Week Low NAV (Date) | Apr 08, 2025 | |||
52-Week High NAV | $22.14 | |||
52-Week High Price (Date) | Dec 16, 2024 | |||
Beta / Standard Deviation | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Beta | 0.97 | |||
Standard Deviation | 15.07 | |||
Balance Sheet | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Total Assets | 33.82B | |||
Operating Ratios | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Expense Ratio | 0.72% | |||
Turnover Ratio | 5.00% | |||
Performance | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
Last Bull Market Total Return | 13.55% | |||
Last Bear Market Total Return | -14.83% | |||