American Funds 2050 Target Date Retirement Fund® | Gender equality score

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 ASA
0.14% of assets
$30.24M invested
2. National Grid PLC
0.11% of assets
$22.03M invested
3. L'Oreal SA
0.02% of assets
$5.14M invested
4. Procter & Gamble Co
0.15% of assets
$31.9M invested
5. Cummins Inc
0.03% of assets
$6.64M invested
6. Hiscox Ltd
0.02% of assets
$3.25M invested
7. Diageo PLC
<0.01% of assets
$1.69M invested
8. Sanofi SA
0.04% of assets
$9.15M invested
9. AstraZeneca PLC
0.36% of assets
$76.04M invested
10. AstraZeneca PLC ADR
0.13% of assets
$26.88M 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. DraftKings Inc Ordinary Shares - Class A
0.02% of assets
$3.52M invested
5. VZ Holding AG
<0.01% of assets
$1.08M invested
6. Red Rock Resorts Inc A
<0.01% of assets
$501,134 invested
7. Vector Group Ltd
<0.01% of assets
$1.3M invested
8. Haitian International Holdings Ltd
0.01% of assets
$2.41M invested
9. Japan Airport Terminal Co Ltd
0.02% of assets
$4.51M invested
10. Food & Life Companies Ltd
0.02% of assets
$3.63M invested

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Financial performance

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Find more financial data on RFITX at Morningstar.com

Gender Equality and Returns

Returns chart for American Funds 2050 Target Date Retirement Fund®

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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

Current fund

RFITX

American Funds 2050 Target Date Retirement Fund®

Family

American Funds

Category

Target-Date 2050

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vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

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Fund comparison settings

Investment timeline

Performance as of: 6/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.06% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

RFITX

American Funds 2050 Target Date Retirement Fund®

Family

American Funds

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 6/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.06% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

RFITX

American Funds 2050 Target Date Retirement Fund®

Family

American Funds

Category

Target-Date 2050

Find another fund

vs.

Benchmark

IVV

iShares Core S&P 500 ETF

Family

iShares from BlackRock

Category

Large Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 6/30/22

1 year

3 years

5 years

10 years

Benchmark

Suggested: Not available

Fund comparison results

Compared to the benchmark, this fund has:

Lower 10-yr returns

3.06% less in annualized returns

Lower overall gender equality score

2 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Same equal compensation and work life balance score

0 / 30 points

Lower policies promoting gender equality score

1 / 20 points lower

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 6/30/22

Morningstar suggested benchmark: Morningstar Mod Tgt Risk TR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
RFITX - American Funds 2050 Target Date Retirement Fund®

-16.74%

6.25%

7.59%

9.85%

48 / 100 points

Benchmark

-10.64%

11%

13%

50 / 100 points

Fund compared to benchmark

-6.09%

-4.32%

-3.69%

-3.06%

2 / 100 points lower

Find more financial data on RFITX at Morningstar.com

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