American Funds Trgt Date Ret 2050 R3 Fund (RCITX)

Fund performance review and position details on American Funds Trgt Date Ret 2050 R3 Fund (RCITX)

Last Trade: $8.55 on 3/11/2010, Change: +0.02 (0.23%)

American Funds Trgt Date Ret 2050 R3 Fund (RCITX) Fund Statistics (January 31, 2010)

Category: Target Date 2050+
Net Asset: $63.26M
Yield: 1.51%
Year-to-Date Return: -3.69%
Morningstar rating: 0

American Funds Trgt Date Ret 2050 R3 Fund (RCITX) Cost

Initial Investment: $0
Total Expense Ratio (Target Date 2050+ average): 1.18% (0.62%)
Max Front End Sales Load: %
Max Back End Sales Load: %
Annual Holdings Turnover: 5.00%

American Funds Trgt Date Ret 2050 R3 Fund (RCITX) Performance

1-month Performance (Target Date 2050+ category average): -3.69% (-3.80%)
3-month Performance (Target Date 2050+ category average): 3.03% (3.07%)
1 Year Performance (Target Date 2050+ category average): 35.69% (37.82%)
3 Year Performance (Target Date 2050+ category average): 0% (-7.39%)
5 Year Performance (Target Date 2050+ category average): 0% (0.57%)
Best 3 year performance: 0
Worst 3 year performance: 0
Number of Years of positive return: 1 years
Number of Years of negative return: 1 years
3 year Alpha (Target Date 2050+ category average): 0 (-6.28)
3 year Beta (Target Date 2050+ category average): 0 (1.57)
3 year Sharpe Ratio: 0
3 year Treynor: 0

Most Recent Top 10 Stock Holdings in American Funds Trgt Date Ret 2050 R3 Fund (RCITX) as of 31-Dec-09

[See Stock Holding Change Map]

Stock Weighting Price change (15 mins delay)
American Funds Washington Mutual R6 8.98% N/A
American Funds Invmt Co of Amer R6 8.98% N/A
American Funds Fundamental Invs R6 7.98% N/A
American Funds American Mutual R6 7.98% N/A
American Funds SMALLCAP World R6 7.02% N/A
American Funds Capital World G/I R6 7.01% N/A
American Funds New Perspective R6 7.01% N/A
American Funds Growth Fund of Amer R6 6.99% N/A
American Funds AMCAP R6 6.98% N/A
American Funds US Government Sec R6 5.02% N/A
*Note: The price change will reset to 0 after the midnight

American Funds Trgt Date Ret 2050 R3 Fund (RCITX) Sector Breakdown (% of stocks) as of 31-Dec-09

Sector Weighting
Hardware 7.45%
Software 5.30%
Media 2.04%
Telecommunications 8.90%
Consumer services 6.66%
Business Services 5.73%
Financial Services 12.43%
Healthcare 11.49%
Utilities 4.96%
Consumer goods 12.33%
Energy 10.19%
Industrial materials 12.52%

American Funds Trgt Date Ret 2050 R3 Fund (RCITX) Fund Portfolio Allocation for 09/2009

Stock 82.05%
Bond 11.05%
Cash 6.57%
Other 0.34%

Interested in other top mutual funds in similar Target Date 2050+ category?

Below are some additional Target Date 2050+ mutual funds generated out of our database

Browse other funds in Target Date 2050+ Category

Related books and products to American Funds Trgt Date Ret 2050 R3 Fund (RCITX)

Other Financial Data Web Sites on American Funds Trgt Date Ret 2050 R3 Fund (RCITX)

Addition research sites for American Funds Trgt Date Ret 2050 R3 Fund (RCITX)

Message Boards or Discussion Forum on American Funds Trgt Date Ret 2050 R3 Fund (RCITX)

Addition discussions on American Funds Trgt Date Ret 2050 R3 Fund (RCITX)

Yahoo Message Board on American Funds Trgt Date Ret 2050 R3 Fund (RCITX)

Books and Resources

See more information on American Funds Trgt Date Ret 2050 R3 Fund (RCITX)

Data is provided for informational purposes only, and is not intended for trading purposes. Although data are gathered from sources believed to be reliable, Fund Mojo and its content providers cannot guarantee completeness and accuracy. Performance data quoted represents past performance. Fund Mojo and its content providers accept no liability for reliance on this data.

Stock	Weighting	Price change (15 mins delay)
American Funds Washington Mutual R6	8.98%	N/A
American Funds Invmt Co of Amer R6	8.98%	N/A
American Funds Fundamental Invs R6	7.98%	N/A
American Funds American Mutual R6	7.98%	N/A
American Funds SMALLCAP World R6	7.02%	N/A
American Funds Capital World G/I R6	7.01%	N/A
American Funds New Perspective R6	7.01%	N/A
American Funds Growth Fund of Amer R6	6.99%	N/A
American Funds AMCAP R6	6.98%	N/A
American Funds US Government Sec R6	5.02%	N/A

Sector	Weighting
Hardware	7.45%
Software	5.30%
Media	2.04%
Telecommunications	8.90%
Consumer services	6.66%
Business Services	5.73%
Financial Services	12.43%
Healthcare	11.49%
Utilities	4.96%
Consumer goods	12.33%
Energy	10.19%
Industrial materials	12.52%