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American Funds 2050 Trgt Date Retire R3 (RCITX) Fund Ranking and Research
Ranking, Research and Recommendation of American Funds 2050 Trgt Date Retire R3 (RCITX) Fund
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Last Trade: $ on , Change: (0%)
Fund Manager - Alan N. Berro
Fund Manager Information
Fund Manager Tenure: 12.1 yearsFund Family: American Funds
Fund Category: Target-Date 2050
Fund Performance: May 30, 2016
Fundmojo Fund Grade: A (Score: 0.7) (What does this score mean?)
American Funds 2050 Trgt Date Retire R3 Fund (RCITX) Profile
Fund Profile and Description
American Funds 2050 Trgt Date Retire R3 Fund seeks growth, income and conservation of capital. American Funds 2050 Trgt Date Retire R3 Fund normally invests greater portion of assets in bond, equity-income and balanced funds as it approaches and passes its target date. It attempts to achieve its objectives by investing in a mix of American funds.
What we like about American Funds 2050 Trgt Date Retire R3 (RCITX) Fund
Data for American Funds 2050 Trgt Date Retire R3 Fund (RCITX) as of May 30, 2016
- American Funds 2050 Trgt Date Retire R3 Fund (RCITX) management has been with American Funds 2050 Trgt Date Retire R3 Fund for 12.1 years
- American Funds 2050 Trgt Date Retire R3 Fund (RCITX) has good short-term performance (1-year return -2.18% vs -3.88% Target-Date 2050 category median performance)
- American Funds 2050 Trgt Date Retire R3 Fund (RCITX) has good mid-term performance (3-year return 7.25% vs 5.86% Target-Date 2050 category median performance)
- American Funds 2050 Trgt Date Retire R3 Fund (RCITX) has good Long-term performance (5-year return 7.70% vs 6.13% Target-Date 2050 category median performance)
- American Funds 2050 Trgt Date Retire R3 Fund (RCITX) has a Morningstar rating of 4 and above
- Asset base in American Funds 2050 Trgt Date Retire R3 Fund (RCITX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
- American Funds 2050 Trgt Date Retire R3 Fund (RCITX) has an annual stock turnover rate of 6.00% vs Target-Date 2050 average of 31.79%. It is good that American Funds 2050 Trgt Date Retire R3 management does not trade extensively for its return.
- American Funds 2050 Trgt Date Retire R3 Fund (RCITX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.2, lower than category average of 10.51
What we are cautious about American Funds 2050 Trgt Date Retire R3 (RCITX) Fund
Data for American Funds 2050 Trgt Date Retire R3 Fund (RCITX) as of May 30, 2016
- American Funds 2050 Trgt Date Retire R3 Fund (RCITX) ratio of up-years vs down years can be improved
- American Funds 2050 Trgt Date Retire R3 Fund (RCITX) has a higher expense ratio of 0.69% than its Target-Date 2050 average of 0.42%
- Even though American Funds 2050 Trgt Date Retire R3 Fund carries no load, it does have a 0.50% of 12b1 promotion, distributions, marketing expenses
What do you think?
Compare with other top Target-Date 2050 category mutual funds
Aadditional top Target-Date 2050 mutual funds for your consideration
Fund | Year to Date | 1 Year | 3 year | 5 year | |
American Funds 2050 Trgt Date Retire R3 | 2.49 | -2.18 | 7.25 | 7.70 | |
T. Rowe Price Retirement 2050 (TRRMX) | 1.88 | -3.53 | 7.38 | 7.66 | Compare |
See top fund managers for Target-Date 2050 Category Funds
American Funds 2050 Trgt Date Retire R3 (RCITX) Fund Net Asset
Track net asset change of American Funds 2050 Trgt Date Retire R3 fund (RCITX)
Date | Net Asset |
05/2016 | $2.38B |
03/2016 | $2.16B |
02/2016 | $1.98B |
American Funds 2050 Trgt Date Retire R3 (RCITX) Fund Portfolio Allocation
Track portfolio allocation change of American Funds 2050 Trgt Date Retire R3 fund (RCITX)
Date | Cash | Stock | Bond | Other |
03/2016 | 4.76% | 83.59% | 8.49% | 3.04% |
12/2015 | 5.28% | 83.25% | 8.55% | 2.86% |
09/2015 | 5.38% | 83.94% | 7.79% | 2.84% |
Top 10 Holdings in American Funds 2050 Trgt Date Retire R3 (RCITX) Fund
Discover what American Funds 2050 Trgt Date Retire R3 Fund (RCITX) manager is buying
American Funds Invmt Co of Amer R6 [8.99%] American Funds Fundamental Invs R6 [7.99%] American Funds American Mutual R6 [7.99%] American Funds SMALLCAP World R6 [7.05%] American Funds Capital World Gr&Inc R6 [6.99%] American Funds Growth Fund of Amer R6 [6.99%] American Funds New Perspective R6 [6.99%] American Funds AMCAP R6 [6.98%] American Funds US Government Sec R6 [5.01%] | American Funds Invmt Co of Amer R6 [9%] American Funds American Mutual R6 [8%] American Funds Fundamental Invs R6 [8%] American Funds SMALLCAP World R6 [7%] American Funds New Perspective R6 [7%] American Funds Growth Fund of Amer R6 [7%] American Funds Capital World Gr&Inc R6 [7%] American Funds AMCAP R6 [7%] American Funds American Balanced R6 [5%] | American Funds Invmt Co of Amer R6 [8.92%] American Funds American Mutual R6 [8.03%] American Funds Fundamental Invs R6 [8%] American Funds New Perspective R6 [6.97%] American Funds Growth Fund of Amer R6 [6.96%] American Funds AMCAP R6 [6.96%] American Funds SMALLCAP World R6 [6.95%] American Funds Capital World Gr&Inc R6 [6.93%] American Funds US Government Sec R6 [5.19%] |
Latest News on American Funds 2050 Trgt Date Retire R3 (RCITX) Fund
See what is happening with American Funds 2050 Trgt Date Retire R3 Fund (RCITX)
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See more information on American Funds 2050 Trgt Date Retire R3 (RCITX) Fund
Popular pages on American Funds 2050 Trgt Date Retire R3 (RCITX) Fund
- American Funds 2050 Trgt Date Retire R3 (RCITX) Fund Research and Recommendation
- American Funds 2050 Trgt Date Retire R3 (RCITX) Fund Performance Data
- American Funds 2050 Trgt Date Retire R3 (RCITX) Fund Manager Information
- Historic American Funds 2050 Trgt Date Retire R3 (RCITX) Fund Asset Allocation Report
- Historic American Funds 2050 Trgt Date Retire R3 (RCITX) Fund Top 10 Holding Tracking
- Historic American Funds 2050 Trgt Date Retire R3 (RCITX) Fund Asset Under Management Tracking