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American Funds 2050 Target Date Retirement Fund® Class R-2 (RBITX)

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20.86 +0.09    +0.43%
00:00:00 - Delayed Data. Currency in USD
Type:  Fund
Market:  United States
Issuer:  American Funds
Asset Class:  Bond
  • Morningstar Rating:
  • Total Assets: 1.03B
American Funds 2050 Trgt Date Retire R2 20.86 +0.09 +0.43%

American Funds 2050 Target Date Retirement Fund® Class R-2 Overview

 
Find basic information about the American Funds 2050 Target Date Retirement Fund® Class R-2 mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add RBITX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary. (ISIN: US02630T4233)
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Rating
1-Year Change19.75%
Prev. Close20.77
Risk Rating
TTM Yield0.55%
ROE25.26%
IssuerAmerican Funds
Turnover3%
ROA10.12%
Inception Date39114
Total Assets1.03B
Expenses1.11%
Min. Investment250
Market Cap134.05B
CategoryTarget - Date 2050
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1134 1023 1294 1093 1582 2227
Fund Return 13.36% 2.29% 29.42% 3.01% 9.6% 8.34%
Place in category 132 22 128 167 102 52
% in Category 66 8 64 89 62 55

Top Bond Funds by American Funds

  Name Rating Total Assets YTD% 3Y% 10Y%
  American Funds 2030 Trgt Date RetR6 35.03B 10.48 3.10 7.63
  American Funds 2035 Trgt Date RetR6 35.05B 12.12 3.57 8.69
  American Funds 2040 Trgt Date RetR6 32.65B 13.83 4.22 9.29
  American Funds Bond Fund of Amer F2 30.83B 1.92 -2.13 1.89
  American Funds 2045 Trgt Date RetR6 27.83B 14.21 4.28 9.47

Top Funds for Target-Date 2050 Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  The Vanguard Target Retire 2050 Tr1 95.95B 13.70 4.49 8.76
  The Vanguard Target Retire 2050 Tr2 95.95B 13.70 4.48 8.75
  Vanguard Target Retire Trust Plus50 95.95B 13.72 4.51 8.77
  Vanguard Target Retirement 2050 Inv 75.87B 13.68 4.45 8.68
  American Funds 2050 Trgt Date RetR6 25.35B 14.35 4.13 9.52

Top Holdings

Name ISIN Weight % Last Change %
American Funds New Perspective R6 - 8.99 - -
American Funds SMALLCAP World R6 - 8.07 - -
American Funds Fundamental Invs R6 - 8.03 - -
American Funds Washington Mutual R6 - 8.00 - -
American Funds Capital World Gr&Inc R6 - 7.29 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Sell Strong Buy Strong Buy
Summary Neutral Strong Buy Strong Buy
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RBITX Comments

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Manoj Kumar
Manoj Kumar Feb 03, 2024 5:21PM ET
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