American Funds 2050 Target Date Retirement Fund Class A (AALTX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 3.68% | 3.01% | 0.67% |
Year-to-Date | 4.46% | 5.16% | -0.70% |
1 Year | 16.19% | 0.00% | 16.19% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
27%
(very high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 27% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.37%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$480
Real cost (fees + lost compounding)
$593
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
97%
Return in excess of styles
(over past year)
-4.59%