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Morningstar

American Funds 2050 Trgt Date Retire R5 REITX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
16.40  /  0.91 %
Total Assets
18.7 Bil
Adj. Expense Ratio
0.420%
Expense Ratio
0.420%
Fee Level
Average
Longest Manager Tenure
10.77 years
Category
Target-Date 2050
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
High / Moderate
Status
Open
TTM Yield
1.25%
Turnover
14%

Morningstar’s Fund Analysis REITX

Will REITX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable REITX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the REITX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of REITX’s parent organization’s priorities and whether they’re in line with investors’ interests.

One of the very best.

Associate Director

Summary

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The American Funds Target Date Retirement series has struck the right balance between top-down and bottom-up decision making, earning its cheapest share classes a Morningstar Analyst Rating upgrade to Gold from Silver, with the remaining shares landing between Silver and Neutral depending on fees.

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