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
0.13% of assets
$23.23M invested
2. National Grid PLC
0.07% of assets
$13.01M invested
3. L'Oreal SA
0.02% of assets
$4.43M invested
4. Canadian Imperial Bank of Commerce
0.02% of assets
$4.41M invested
5. Procter & Gamble Co
0.15% of assets
$28.28M invested
6. Cummins Inc
0.04% of assets
$6.79M invested
7. Schneider Electric SE
0.06% of assets
$10.63M invested
8. Diageo PLC
<0.01% of assets
$1.49M invested
9. SSE PLC
<0.01% of assets
$239,585 invested
10. Sanofi SA
0.02% of assets
$3.28M 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
$673,918 invested
2. Constellation Software Inc
<0.01% of assets
$561,635 invested
3. DraftKings Inc Ordinary Shares - Class A
0.03% of assets
$5.3M invested
4. Yamato Kogyo Co Ltd
<0.01% of assets
$860,411 invested
5. ABC-Mart Inc
<0.01% of assets
$533,108 invested
6. Justsystems Corp
<0.01% of assets
$436,797 invested
7. Vector Group Ltd
<0.01% of assets
$716,757 invested
8. Japan Airport Terminal Co Ltd
0.03% of assets
$5.54M invested
9. SHO-BOND Holdings Co Ltd
<0.01% of assets
$1.71M invested
10. Food & Life Companies Ltd
<0.01% of assets
$296,471 invested

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Financial performance

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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: 10/31/22

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

3.47% 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: 10/31/22

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

3.47% 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: 10/31/22

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

3.47% 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: 10/31/22

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®

-20.64%

5.51%

6.05%

9.27%

49 / 100 points

Benchmark

-14.64%

10%

13%

51 / 100 points

Fund compared to benchmark

-6%

-4.67%

-4.36%

-3.47%

2 / 100 points lower

Find more financial data on RFITX at Morningstar.com

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