Mutual fund
American Funds 2050 Target Date Retirement Fund®
TickerRFITX
Fund manager
Gender equality score
50
/ 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
7/30
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
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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$1.76M invested
- 2. UBS Group AG<0.01% of assets$861,269 invested
- 3. National Grid PLC0.05% of assets$9.5M invested
- 4. L'Oreal SA0.03% of assets$5.17M invested
- 5. Canadian Imperial Bank of Commerce0.03% of assets$5.21M invested
- 6. DNB Bank ASA0.15% of assets$30.28M invested
- 7. Dow Inc0.04% of assets$7.61M invested
- 8. Experian PLC<0.01% of assets$1.53M invested
- 9. Procter & Gamble Co0.16% of assets$33.08M invested
- 10. International Flavors & Fragrances Inc0.03% of assets$5.43M 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$1.38M invested
- 2. Constellation Software Inc0.01% of assets$2.36M invested
- 3. ABC-Mart Inc<0.01% of assets$1.95M invested
- 4. Justsystems Corp<0.01% of assets$426,384 invested
- 5. Viper Energy Partners LP Common Units0.01% of assets$2.45M invested
- 6. Fukuoka Financial Group Inc0.02% of assets$4.41M invested
- 7. Japan Airport Terminal Co Ltd0.04% of assets$7.71M invested
- 8. Lennar Corp Class A0.11% of assets$23.18M invested
- 9. Karuna Therapeutics Inc0.02% of assets$4.19M invested
- 10. Lennar Corp Class B<0.01% of assets$44,524 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.
Benchmarking tool
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