American Funds 2070 Target Date Retirement Fund

Shareclass
American Funds 2070 Trgt Date Retire R6 (RFBFX)
Type
Open-end mutual fund
Target date
Capital American Target Date Retirement Series
Gender equality score
Gender equality score

53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Peer rank
Group ranking

D
28.3
percentile

Universe: Groups

Group: Allocation Funds

Ranking: 491 out of 683 funds


See more funds from this group
 All funds
 Groups
 Categories
Gender balance in leadership and workforce
Gender balance in leadership and workforce
26/40
See the score criteria
Equal compensation and work life balance
Equal compensation and work life balance
9/30
See the score criteria
Policies promoting gender equality
Policies promoting gender equality
18/20
See the score criteria
Commitment, transparency, and accountability
Commitment, transparency, and accountability
1/10
See the score criteria
Top scoring holdings
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. Sanofi SA
    0.09% of assets
    $49,670 invested
  • 2. AstraZeneca PLC
    0.27% of assets
    $147,544 invested
  • 3. AstraZeneca PLC ADR
    0.09% of assets
    $50,878 invested
  • 4. Qantas Airways Ltd
    0.02% of assets
    $8,828 invested
  • 5. Standard Chartered PLC
    0.02% of assets
    $13,534 invested
  • 6. GSK PLC ADR
    <0.01% of assets
    $1,574 invested
  • 7. GSK PLC
    <0.01% of assets
    $163 invested
  • 8. National Grid PLC
    0.01% of assets
    $6,374 invested
  • 9. Publicis Groupe SA
    0.13% of assets
    $69,626 invested
  • 10. L'Oreal SA
    0.02% of assets
    $8,752 invested
Bottom scoring holdings
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. SpringWorks Therapeutics Inc Ordinary Shares
    0.01% of assets
    $6,229 invested
  • 2. Astera Labs Inc
    0.01% of assets
    $5,852 invested
  • 3. FTAI Aviation Ltd
    0.09% of assets
    $46,953 invested
  • 4. ABC-Mart Inc
    <0.01% of assets
    $4,541 invested
  • 5. Ncino Inc Ordinary Shares
    0.02% of assets
    $13,260 invested
  • 6. Viper Energy Inc Ordinary Shares - Class A
    0.05% of assets
    $24,936 invested
  • 7. Constellation Software Inc
    0.07% of assets
    $36,986 invested
  • 8. Fukuoka Financial Group Inc
    0.01% of assets
    $6,465 invested
  • 9. Kobe Bussan Co Ltd
    <0.01% of assets
    $1,656 invested
  • 10. First Merchants Corp
    <0.01% of assets
    $1,748 invested
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Financial performance
Performance data provided byMorningstarFind more financial data on RFBFX at Morningstar.com
Gender Equality and Returns
  Less than one year of returns available
Benchmarking tool
Current fund
RFBFX
American Funds 2070 Target Date Retirement Fund
Family
American Funds/Capital Group
Category
Target-Date 2065+
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
  Less than one year of returns available
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
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 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
RFBFX
American Funds 2070 Target Date Retirement Fund
Family
American Funds/Capital Group
Category
Target-Date 2065+
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
  Less than one year of returns available
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
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 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Current fund
RFBFX
American Funds 2070 Target Date Retirement Fund
Family
American Funds/Capital Group
Category
Target-Date 2065+
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 3/31/25
  Less than one year of returns available
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
  Less than one year of returns available
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 
Same policies promoting gender equality score 
0 / 20 points 
Same commitment, transparency, and accountability score 
0 / 10 points 
Month-end trailing returns  
Annualized returns
Gender-lens analysis
1-yr
3-yr
5-yr
10-yr
Overall gender equality score
This fund
RFBFX - American Funds 2070 Target Date Retirement Fund
/
/
/
/
53  / 100 points
Benchmark
IVV - iShares Core S&P 500 ETF
8.22%
9.03%
19%
12%
55  / 100 points
Fund compared to benchmark
 
  Less than one year of returns available
2  / 100 points lower
Find more financial data on RFBFX at Morningstar.com
What's next?
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