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American Fds 2050 Target Date Retirement Fd Cl R1: (MF: RAITX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$20.38 USD
+0.34 (1.70%)
Zacks MF Rank
NA
Fund Description
The fund was incepted in March 1996 and is managed by Phoenix Investment Counsel, Inc. The fund seeks investment objective of high total return in both current income and long-term capital appreciation. Under normal circumstances, the fund invests at least 65% of its assets in equity and debt securities of issuers that are principally engaged in real estate or related industry businesses in the United States. The fund distributes its dividends semi-annually. Capital gains, if any, are distributed at least annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| American Funds Tgt Dt Rtrmt 2050 R1 | RAITX | NA | NA | 0.00 | 1.00 | 0.00 | 1.10 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| American Funds Tgt Dt Rtrmt 2050 A | AALTX | 19.86 | 2/23/2007 | 1.05 | 5.32 | 6.08 | 13.27 |
| American Funds Tgt Dt Rtrmt 2050 R1 | RAITX | 20.38 | 2/23/2007 | 0.32 | 4.57 | 5.27 | 12.40 |
| American Funds Tgt Dt Rtrmt 2050 R2 | RBITX | 19.26 | 2/23/2007 | 0.34 | 4.53 | 5.26 | 12.40 |
| American Funds Tgt Dt Rtrmt 2050 R3 | RCITX | 19.56 | 2/23/2007 | 0.72 | 5.01 | 5.74 | 12.91 |
| American Funds Tgt Dt Rtrmt 2050 R4 | RDITX | 19.81 | 2/23/2007 | 1.01 | 5.35 | 6.06 | 13.24 |
| American Funds Tgt Dt Rtrmt 2050 R5 | REITX | 19.95 | 2/23/2007 | 1.30 | 5.63 | 6.37 | 13.58 |
| American Funds Tgt Dt Rtrmt 2050 R6 | RFITX | 19.87 | 5/1/2009 | 1.35 | 5.70 | 6.43 | 13.65 |
| Franklin Insured Tax-Free Inc B | FBITX | 19.71 | 2/21/2014 | 1.28 | 5.62 | 6.32 | 13.54 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| American Funds Tgt Dt Rtrmt 2050 R1 | RAITX | 250 | 50 | 25 | A |
Contact Information
| Family | American Funds |
| Address | 333 S Hope St Los Angeles, CA 90071 |
| Phone | 800 421-4225 |