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 | 0.96% | |||
| Dividend | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.83% | |||
| Asset Allocation | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 2.00% | |||
| 30-Day Total Return | 4.24% | |||
| 60-Day Total Return | 10.12% | |||
| 90-Day Total Return | 4.99% | |||
| Year to Date Total Return | 5.65% | |||
| 1-Year Total Return | 13.29% | |||
| 2-Year Total Return | 34.14% | |||
| 3-Year Total Return | 39.13% | |||
| 5-Year Total Return | 67.25% | |||
| 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 | $21.87 | |||
| 1-Month Low NAV | $20.82 | |||
| 1-Month High NAV | $21.87 | |||
| 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 | 0.96 | |||
| Standard Deviation | 14.44 | |||
| Balance Sheet | RDITX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 35.95B | |||
| 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% | |||