American Funds 2050 Target Date Retirement Fund®
Fund offered by:
Ticker: RFITX
Gender equality score
47
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
22/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
16/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Funds 2050 Target Date Retirement Fund® [RFITX]
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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. General Motors Co0.5% of assets$97.37M invested
- 2. National Grid PLC0.01% of assets$1.54M invested
- 3. WPP PLC0% of assets$115,354 invested
- 4. Enel SpA0.24% of assets$47M invested
- 5. Danone SA0.05% of assets$10M invested
- 6. Danone SA ADR0% of assets$867,501 invested
- 7. Procter & Gamble Co0.14% of assets$26.63M invested
- 8. Publicis Groupe SA0% of assets$269,633 invested
- 9. AstraZeneca PLC0.29% of assets$56.75M invested
- 10. Citigroup Inc0.24% of assets$46.7M 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. Hilltop Holdings Inc0% of assets$561,147 invested
- 2. DraftKings Inc Ordinary Shares - Class A0.06% of assets$12.19M invested
- 3. Zscaler Inc0.03% of assets$5.39M invested
- 4. Cannae Holdings Inc Ordinary Shares0% of assets$305,830 invested
- 5. Justsystems Corp0.01% of assets$2.1M invested
- 6. Copart Inc0.08% of assets$15.83M invested
- 7. Cimarex Energy Co0.02% of assets$3.65M invested
- 8. Red Rock Resorts Inc A0.01% of assets$2.75M invested
- 9. Vector Group Ltd0.01% of assets$1.26M invested
- 10. Nakanishi Inc0.01% of assets$1.01M invested
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Financial performance
Performance data provided by
Find more financial data on RFITX at Morningstar.com
Find more financial data on RFITX at Morningstar.comGender Equality and Returns
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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.
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