American Funds 2050 Target Date Retirement Fund®
Shareclass
American Funds 2050 Trgt Date Retire R6 (RFITX)
Type
Open-end mutual fund
Manager
Gender equality score
53
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
All funds
Groups
Categories
Gender balance in leadership and workforce
26/40
Equal compensation and work life balance
8/30
Policies promoting gender equality
18/20
Commitment, transparency, and accountability
1/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
American Funds 2050 Target Date Retirement Fund® RFITX
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Diageo PLC0.01% of assets$4.17M invested
- 2. National Grid PLC0.03% of assets$9.4M invested
- 3. Aena SME SA<0.01% of assets$223,145 invested
- 4. L'Oreal SA0.04% of assets$12.45M invested
- 5. International Flavors & Fragrances Inc0.02% of assets$6.34M invested
- 6. AstraZeneca PLC0.49% of assets$135.89M invested
- 7. AstraZeneca PLC ADR0.15% of assets$41.02M invested
- 8. Publicis Groupe SA0.14% of assets$37.96M invested
- 9. UBS Group AG0.02% of assets$5.53M invested
- 10. Kering SA0.07% of assets$19.32M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. ABC-Mart Inc<0.01% of assets$1.69M invested
- 2. Topicus com Inc Ordinary Shares (Sub Voting)<0.01% of assets$2.43M invested
- 3. Viper Energy Inc Ordinary Shares - Class A0.02% of assets$6.95M invested
- 4. Red Rock Resorts Inc Class A<0.01% of assets$430,146 invested
- 5. Alarm.com Holdings Inc<0.01% of assets$719,242 invested
- 6. Constellation Software Inc0.04% of assets$11.21M invested
- 7. Justsystems Corp<0.01% of assets$942,281 invested
- 8. Vicor Corp<0.01% of assets$538,816 invested
- 9. NVR Inc0.05% of assets$14.16M invested
- 10. LGI Homes Inc0.01% of assets$3.36M invested
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Financial performance
Performance data provided byFind more financial data on RFITX at Morningstar.com
Ask your employer about gender-lens investing in your retirement plan
Find socially responsible funds that invest in gender equality
Learn more about As You Sow's Invest Your Values program
Visit Fossil Free Funds to measure the climate risk of this portfolio
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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