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American Funds 2050 Trgt Date Retire R5 REITX

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?

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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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