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

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

Fund Manager - Alan N. Berro

Fund Manager Information

Fund Manager Tenure: 11.5 years
Fund 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 11.5 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

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

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

More historic net asset information on American Funds 2050 Trgt Date Retire R3 Fund (RCITX)

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%

Click here to see more historic asset allocation information on American Funds 2050 Trgt Date Retire R3 Fund (RCITX)

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

Mar 30, 2016

American Funds Washington Mutual R6 [8.99%]
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%]

Dec 30, 2015

American Funds Washington Mutual R6 [9%]
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%]

Sep 29, 2015

American Funds Washington Mutual R6 [9.08%]
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%]

Click here for Stock Holding Change Map in American Funds 2050 Trgt Date Retire R3 Fund (RCITX)

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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.