American Funds 2050 Target Date Retirement Fund Class R-6 (RFITX)

$16.65
C Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
American Funds 2050 Target Date Retirement Fund Class R-6 12 0.77 22.34% 1.37% 0.00%
U.S. Large Cap 15 0.99 28.50% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 5.11% 5.77% -0.66%
Year-to-Date 22.34% 28.50% -6.16%
1 Year 18.05% 21.83% -3.78%

Risk, Fees & Styles

(as of 11/30/2019)
RISK PROFILE Help

Fund's Risk

12%

(moderate)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 12% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
FEES Help
  • 0.00%

Typical fees paid for an investment of $10,000 over 10 years:

Total fees paid

$0

Real cost (fees + lost compounding)

$0

FUND STYLE ANALYSIS Help

Style weight explainability
(of prior year return)
99%

Return in excess of styles
(over past year)
0.70%