American Funds 2050 Target Date Retirement Fund®
Shareclass
American Funds 2050 Trgt Date Retire R6 (RFITX)
Type
Open-end mutual fund
Manager
Gender equality score
52
/ 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
25/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
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
Environment
Social
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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 PLC0.02% of assets$3.72M invested
- 2. Aena SME SA<0.01% of assets$161,866 invested
- 3. National Grid PLC0.03% of assets$7.41M invested
- 4. AstraZeneca PLC0.52% of assets$127.63M invested
- 5. AstraZeneca PLC ADR0.16% of assets$38.27M invested
- 6. Viaplay Group AB Class B<0.01% of assets$74,612 invested
- 7. L'Oreal SA0.04% of assets$9.74M invested
- 8. International Flavors & Fragrances Inc0.02% of assets$5.89M invested
- 9. UBS Group AG0.02% of assets$3.98M invested
- 10. Sanofi SA0.17% of assets$40.67M 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$1.93M invested
- 2. ABC-Mart Inc<0.01% of assets$2.06M invested
- 3. Viper Energy Partners LP Common Units0.02% of assets$5.83M invested
- 4. Karuna Therapeutics Inc0.03% of assets$7.38M invested
- 5. Houlihan Lokey Inc Class A<0.01% of assets$1.36M invested
- 6. Alarm.com Holdings Inc<0.01% of assets$671,373 invested
- 7. Constellation Software Inc0.03% of assets$7.06M invested
- 8. COSMOS Pharmaceutical Corp<0.01% of assets$921,332 invested
- 9. Justsystems Corp<0.01% of assets$804,892 invested
- 10. Vicor Corp<0.01% of assets$1.11M 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
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
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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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