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American Funds 2050 Trgt Date Retire R3 Fund (RCITX)

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

    Last Trade: $ on , Change: (0%)

American Funds 2050 Trgt Date Retire R3 Fund (RCITX) HighlightAmerican Funds 2050 Trgt Date Retire R3 Fund (RCITX) Fund Summary

American Funds 2050 Trgt Date Retire R3 Fund (RCITX) statistics as of May 30, 2016

Category: Target-Date 2050
Fund Family: American Funds
Net Asset: $2.38B
Yield: 0.34%
Year-to-Date Return: 2.49%
Morningstar rating: 5

 

American Funds 2050 Trgt Date Retire R3 Fund (RCITX) CostAmerican Funds 2050 Trgt Date Retire R3 Fund (RCITX) Cost

American Funds 2050 Trgt Date Retire R3 Fund (RCITX) various investment related cost

Initial Investment: 250
Total Expense Ratio (Target-Date 2050 average): 0.69% (0.42%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 6.00%

 

American Funds 2050 Trgt Date Retire R3 Fund (RCITX) PerformanceAmerican Funds 2050 Trgt Date Retire R3 Fund (RCITX) Performance

Most current American Funds 2050 Trgt Date Retire R3 Fund (RCITX) Performance

1-month Performance (Target-Date 2050 category median performance): 0.82% (0.83%)
3-month Performance (Target-Date 2050 category median performance): 8.63% (8.90%)
1 Year Performance (Target-Date 2050 category median performance): -2.18% (-3.88%)
3 Year Performance (Target-Date 2050 category median performance): 7.25% (5.86%)
5 Year Performance (Target-Date 2050 category median performance): 7.70% (6.13%)
Number of Years of positive return: 5 years
Number of Years of negative return: 3 years
3 year Alpha (Target-Date 2050 category average): 0.74 (-0.92)
3 year Beta (Target-Date 2050 category average): 1.4 (1.42)
3 year Sharpe Ratio: 0.73
3 year Treynor: 5.11

American Funds 2050 Trgt Date Retire R3 Fund (RCITX) topholdingTop Stock Holdings in American Funds 2050 Trgt Date Retire R3 Fund (RCITX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
American Funds Washington Mutual R68.99%N/A
American Funds Invmt Co of Amer R68.99%N/A
American Funds Fundamental Invs R67.99%N/A
American Funds American Mutual R67.99%N/A
American Funds SMALLCAP World R67.05%N/A
American Funds Capital World Gr&Inc R66.99%N/A
American Funds Growth Fund of Amer R66.99%N/A
American Funds New Perspective R66.99%N/A
American Funds AMCAP R66.98%N/A
American Funds US Government Sec R65.01%N/A
*Note: The price change will reset to 0 after the midnight

 

American Funds 2050 Trgt Date Retire R3 Fund (RCITX) Portfolio AllocationAmerican Funds 2050 Trgt Date Retire R3 Fund (RCITX) Fund Portfolio Allocation

American Funds 2050 Trgt Date Retire R3 Fund (RCITX) Fund Portfolio Allocation data as of 03/2016

Stock83.59%
Bond8.49%
Cash4.76%
Other3.04%

 

American Funds 2050 Trgt Date Retire R3 Fund (RCITX) CompareCompare with other Target-Date 2050 category mutual funds

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

Fund1 Year3 year5 year
American Funds 2050 Trgt Date Retire R3-2.187.257.70
T. Rowe Price Retirement 2050 (TRRMX)-3.537.387.66 Compare

See top fund managers for Target-Date 2050 Category Funds

 

American Funds 2050 Trgt Date Retire R3 Fund (RCITX) PerformanceOther Financial Data Web Sites on American Funds 2050 Trgt Date Retire R3 Fund (RCITX)

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