REITX Mutual Fund
REITX Mutual Fund
REITX Mutual Fund
American Funds 2050 Target Date Retirement Fund CLASS R5
REITX Mutual Fund Overview
REITX Mutual Fund (American Funds 2050 Target Date Retirement Fund CLASS R5) is managed by American Funds with $387.8M in net assets. REITX expense ratio is 0.42%, holding 20 positions across various sectors. Inception date: 2007-02-01.
REITX performance shows a YTD return of 10.28%. The 1-year return is 17.68% and the 5-year return is 9.16%. REITX dividend yield stands at 5.39%, paid annually.
REITX top holdings include New Perspective Fund (8.3%), Blackrock Funds (8.0%), Washington Mutual Investors Fund (7.6%), Smallcap World Fund (7.6%), The Growth Fund Of America (7.5%). Go to all REITX holdings, REITX sectors, or REITX dividends.
REITX can be compared against other funds. Use REITX overlap to find shared positions, or REITX vs another fund for a side-by-side view. REITX alternatives are available via the screener, along with tax-loss harvesting opportunities.