American Funds 2050 Target Date Retirement Fund®
Shareclass
American Funds 2050 Trgt Date Retire R6 (RFITX)
Type
Open-end mutual fund
Manager
Target date
Capital American Target Date Retirement Series
Gender equality score
55
/ 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
26/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
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Regular updates on sustainability risks and ethical concerns in everyday investment products
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. Transurban Group<0.01% of assets$482,837 invested
- 2. International Flavors & Fragrances Inc<0.01% of assets$334,668 invested
- 3. Allianz SE<0.01% of assets$1.84M invested
- 4. Sanofi SA0.17% of assets$57.71M invested
- 5. Sanofi SA ADR0.02% of assets$6.25M invested
- 6. AstraZeneca PLC0.35% of assets$120.63M invested
- 7. AstraZeneca PLC ADR0.09% of assets$31.27M invested
- 8. Qantas Airways Ltd0.01% of assets$4.59M invested
- 9. Aena SME SA<0.01% of assets$1.14M invested
- 10. GSK PLC ADR<0.01% of assets$1.59M 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. SpringWorks Therapeutics Inc Ordinary Shares<0.01% of assets$76,535 invested
- 2. Construction Partners Inc Class A<0.01% of assets$1.11M invested
- 3. Astera Labs Inc<0.01% of assets$1.38M invested
- 4. FTAI Aviation Ltd0.08% of assets$25.78M invested
- 5. ABC-Mart Inc<0.01% of assets$1.97M invested
- 6. Viper Energy Inc Ordinary Shares - Class A0.04% of assets$12.05M invested
- 7. Constellation Software Inc0.07% of assets$23.18M invested
- 8. Carvana Co Class A0.03% of assets$8.8M invested
- 9. First Merchants Corp<0.01% of assets$1.27M invested
- 10. Patrick Industries Inc0.03% of assets$8.74M 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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