American Funds 2050 Target Date Retirement Fund®
Fund offered by:
American Funds
Ticker: RFITX
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$2.49 BILLION
Prison industrial complex
41
flagged holdings
13%
of assets flagged
Data as of 9/30/21
Flagged investments:
$2.49 BILLION, 13% of assets
Higher risk:
$277.63 MILLION, 1.4% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
22
holdings
$1.5B
invested
7.53%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
32
holdings
$2.36B
invested
12%
of portfolio
All flagged holdings
41 holdings
41 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $743.48M
    3.74%
  • 2.  Amazon.com Inc
    Prison industryBorder industry
    $299.47M
    1.5%
  • 3.  Alphabet Inc Class C
    Border industry
    $234.23M
    1.18%
  • 4.  JPMorgan Chase & Co
    Prison industryBorder industry
    $200M
    1.01%
  • 5.  Alphabet Inc Class A
    Border industry
    $199.55M
    1%
Higher risk
Private prison operator
See all
American Funds 2050 Target Date Retirement Fund® $RFITX has $2.49 BILLION invested in 41 companies involved in the prison industrial complex, amounting to 13% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on RFITX at Morningstar.com
Current fund
RFITX
American Funds 2050 Target Date Retirement Fund®
Family
American Funds
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-3% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.08% more invested
More invested in higher risk companies, border industry 
0.25% more invested
More invested in higher risk companies 
0.33% more invested
Less invested in all screened prison industry companies 
8.99% less invested
Less invested in all screened border industry companies 
10% less invested
Less invested in all screened companies 
12.51% less invested
Current fund
RFITX
American Funds 2050 Target Date Retirement Fund®
Family
American Funds
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-3% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.08% more invested
More invested in higher risk companies, border industry 
0.25% more invested
More invested in higher risk companies 
0.33% more invested
Less invested in all screened prison industry companies 
8.99% less invested
Less invested in all screened border industry companies 
10% less invested
Less invested in all screened companies 
12.51% less invested
Current fund
RFITX
American Funds 2050 Target Date Retirement Fund®
Family
American Funds
Category
Target-Date 2050
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: Not available
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-3% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.08% more invested
More invested in higher risk companies, border industry 
0.25% more invested
More invested in higher risk companies 
0.33% more invested
Less invested in all screened prison industry companies 
8.99% less invested
Less invested in all screened border industry companies 
10% less invested
Less invested in all screened companies 
12.51% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
RFITX - American Funds 2050 Target Date Retirement Fund®
35%
19%
16%
13%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
0% 
Fund compared to benchmark
 
-8.03%
-2.87%
-3.32%
-3%
Same
Find more financial data on RFITX at Morningstar.com
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