American Funds 2050 Trgt Date Retire A

Frequently Asked Questions About AALTX

What does AALTX invest in?

As the fund approaches and subsequently passes its designated target date, it progressively shifts a greater portion of its portfolio into more conservative asset classes, including fixed income, equity-income, and balanced funds. To achieve its financial objectives, the investment advisor strategically deploys capital across various underlying American Funds, utilizing different combinations and weightings. These underlying components span a diverse range of investment styles, such as growth, growth-and-income, equity-income, balanced, and fixed income strategies, each representing distinct investment philosophies and goals.

What is the expense ratio of AALTX?

American Funds 2050 Trgt Date Retire A (AALTX) charges an expense ratio of 0.69%. This is the annual fee deducted from fund assets to cover management and operations.

How big is AALTX?

American Funds 2050 Trgt Date Retire A (AALTX) manages $42.38B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.

Is AALTX actively managed or an index fund?

AALTX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was AALTX launched?

American Funds 2050 Trgt Date Retire A (AALTX) launched in January 2007 and is managed by Capital Group.

How has AALTX performed?

AALTX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.