American Funds 2050 Target Date Retirement Fund®

Shareclass

American Funds 2050 Trgt Date Retire R6 (RFITX)

Type

Open-end mutual fund

Manager

American Funds/Capital Group

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

46.1

percentile

Universe: Groups

Group: Allocation Funds

Ranking: 381 out of 705 funds

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Groups

Environment

Fossil fuels
Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation
Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality
Gender equality group ranking, based on Equileap company data

Civilian firearms
Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex
Investments in prisons and borders industry, including private prison operators

Military weapons
Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco
Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Diageo PLC
0.01% of assets
$2.84M invested
2. National Grid PLC
0.03% of assets
$8.01M invested
3. AstraZeneca PLC
0.53% of assets
$129.55M invested
4. AstraZeneca PLC ADR
0.17% of assets
$40.86M invested
5. Viaplay Group AB Class B
<0.01% of assets
$427,670 invested
6. L'Oreal SA
0.04% of assets
$10.95M invested
7. International Flavors & Fragrances Inc
0.03% of assets
$7.05M invested
8. UBS Group AG
<0.01% of assets
$1.72M invested
9. Sanofi SA
0.16% of assets
$38.78M invested
10. Sanofi SA ADR
<0.01% of assets
$384,476 invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Topicus com Inc Ordinary Shares (Sub Voting)
<0.01% of assets
$2.28M invested
2. ABC-Mart Inc
<0.01% of assets
$1.97M invested
3. Viper Energy Partners LP Common Units
0.02% of assets
$4.82M invested
4. Karuna Therapeutics Inc
0.04% of assets
$9.22M invested
5. Houlihan Lokey Inc Class A
<0.01% of assets
$1.19M invested
6. Alarm.com Holdings Inc
<0.01% of assets
$540,635 invested
7. Constellation Software Inc
0.02% of assets
$5.43M invested
8. COSMOS Pharmaceutical Corp
<0.01% of assets
$936,597 invested
9. Justsystems Corp
<0.01% of assets
$771,594 invested
10. Vicor Corp
<0.01% of assets
$1.16M invested

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Financial performance

Performance data provided by

Find more financial data on RFITX at Morningstar.com

Gender Equality and Returns

Returns chart for American Funds 2050 Target Date Retirement Fund®

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

RFITX

American Funds 2050 Target Date Retirement Fund®

Family

American Funds/Capital Group

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.39% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

RFITX

American Funds 2050 Target Date Retirement Fund®

Family

American Funds/Capital Group

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.39% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

RFITX

American Funds 2050 Target Date Retirement Fund®

Family

American Funds/Capital Group

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 8/31/23

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.39% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

1 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 8/31/23

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
RFITX - American Funds 2050 Target Date Retirement Fund®

13%

5.97%

7.52%

9.38%

52 / 100 points

Benchmark

16%

10%

11%

13%

54 / 100 points

Fund compared to benchmark

-2.7%

-4.52%

-3.57%

-3.39%

2 / 100 points lower

Find more financial data on RFITX at Morningstar.com

What's next?

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