American Funds 2050 Target Date Retirement Fund®
Fund offered by:
American Funds
Ticker: RFITX
Fossil fuel grade: Fossil fuel exposure of 5.92% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 5.92% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.How we track fossil fuel investments
D
$1.15 BILLION
in fossil fuel investments
110
fossil fuel stocks found
5.92%
of assets flagged
Data as of 6/30/21
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
37
holdings
$589.48M
invested
3.05%
of portfolio
Coal industry
Coal industry
Coal miners and owners of coal reserves
13
holdings
$185.14M
invested
0.96%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
57
holdings
$600.3M
invested
3.1%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
8
holdings
$42.96M
invested
0.22%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
49
holdings
$403.18M
invested
2.08%
of portfolio
Investments in major fossil fuel companies:
EOG Resources Inc
Carbon Underground 200 Top 200 carbon reserves
$93.33M invested
Vale SA ADR
Carbon Underground 200 Top 200 carbon reserves
$91.75M invested
Chevron Corp
Carbon Underground 200 Top 200 carbon reserves
$71.38M invested
ConocoPhillips
Carbon Underground 200 Top 200 carbon reserves
$59.87M invested
Canadian Natural Resources Ltd
Carbon Underground 200 Top 200 carbon reserves
$57.17M invested
Vale SA
Carbon Underground 200 Top 200 carbon reserves
$50.28M invested
All fossil fuel companies
110 holdings
110 holdings
  • 1. EOG Resources Inc
    Carbon Underground 200Oil/gas industry
    $93.33M
    0.48%
  • 2. Vale SA ADR
    Carbon Underground 200Coal industry
    $91.75M
    0.47%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $71.38M
    0.37%
  • 4. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    $59.87M
    0.31%
  • 5. Canadian Natural Resources Ltd
    Carbon Underground 200Oil/gas industry
    $57.17M
    0.3%
See all
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American Funds 2050 Target Date Retirement Fund® $RFITX is 5.92% invested in fossil fuel stocks, with $1.15 BILLION invested across 110 equity holdings
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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: 8/31/21
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 
-3.19% less in annualized returns
Less invested in fossil fuels 
0.3% less invested
Less invested in Clean200 
4.4% 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: 8/31/21
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 
-3.19% less in annualized returns
Less invested in fossil fuels 
0.3% less invested
Less invested in Clean200 
4.4% 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: 8/31/21
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 
-3.19% less in annualized returns
Less invested in fossil fuels 
0.3% less invested
Less invested in Clean200 
4.4% less invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
RFITX - American Funds 2050 Target Date Retirement Fund®
27%
15%
15%
13%
5.92% 
Benchmark
IVV - iShares Core S&P 500 ETF
31%
18%
18%
16%
6.22% 
Fund compared to benchmark
 
-4.11%
-2.71%
-2.98%
-3.19%
0.3%  lower
Find more financial data on RFITX at Morningstar.com
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