American Funds 2050 Target Date Retirement Fund®
Fund offered by:
Ticker: RFITX
Gender equality score
46
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
6/30
Policies promoting gender equality
17/20
Commitment, transparency, and accountability
0/10
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. DNB Bank ASA0.14% of assets$30.24M invested
- 2. National Grid PLC0.11% of assets$22.03M invested
- 3. WPP PLC<0.01% of assets$213,805 invested
- 4. Procter & Gamble Co0.15% of assets$31.9M invested
- 5. Diageo PLC<0.01% of assets$1.69M invested
- 6. AstraZeneca PLC0.36% of assets$76.04M invested
- 7. AstraZeneca PLC ADR0.13% of assets$26.88M invested
- 8. Danone SA0.06% of assets$12.03M invested
- 9. Danone SA ADR<0.01% of assets$1.26M invested
- 10. L'Oreal SA0.02% of assets$5.14M 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 Inc<0.01% of assets$650,153 invested
- 2. Constellation Software Inc<0.01% of assets$226,776 invested
- 3. Justsystems Corp<0.01% of assets$2.01M invested
- 4. Zscaler Inc0.06% of assets$12.54M invested
- 5. DraftKings Inc Ordinary Shares - Class A0.02% of assets$3.52M invested
- 6. VZ Holding AG<0.01% of assets$1.08M invested
- 7. Red Rock Resorts Inc A<0.01% of assets$501,134 invested
- 8. Copart Inc0.08% of assets$17.46M invested
- 9. CRISPR Therapeutics AG0.01% of assets$2.65M invested
- 10. Vector Group Ltd<0.01% of assets$1.3M 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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