The American Funds Target Date Retirement series continues to stand out as one of the best target-date options.
American Funds 2050 Trgt Date Retire F2 FBITX
- NAV / 1-Day Return 20.23 / +0.05 %
- Total Assets 31.1 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.470%
- Distribution Fee Level Below Average
- Share Class Type No Load
- Category Target-Date 2050
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity High/Moderate
- Status Open
- TTM Yield 1.44%
- Turnover 1%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 9:56 PM GMT+0
Morningstar’s Analysis FBITX
Will FBITX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 74.2
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
American Funds New Perspective R6 | 8.93 | 2.7 Bil | — |
American Funds Fundamental Invs R6 | 8.23 | 2.5 Bil | — |
American Funds SMALLCAP World R6 | 8.15 | 2.5 Bil | — |
American Funds Washington Mutual R6 | 8.00 | 2.4 Bil | — |
American Funds Capital World Gr&Inc R6 | 7.81 | 2.4 Bil | — |
American Funds Growth Fund of Amer R6 | 7.14 | 2.2 Bil | — |
American Funds AMCAP R6 | 7.01 | 2.1 Bil | — |
American Funds American Mutual R6 | 6.87 | 2.1 Bil | — |
American Funds American Balanced R6 | 6.85 | 2.1 Bil | — |
American Funds Invmt Co of Amer R6 | 5.17 | 1.6 Bil | — |