Mutual fund
American Funds 2050 Target Date Retirement Fund®
Fund manager
American Funds
Ticker RFITX
Fossil fuel grade: Fossil fuel exposure of 5.96% places the fund in the range of between 5.5% and 9% exposure. Assigned a grade of D.Fossil fuel exposure of 5.96% 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
Investments in major fossil fuel companies
EOG Resources Inc
Carbon Underground 200Top 200 carbon reserves
$77.48 MILLION
ConocoPhillips
Carbon Underground 200Top 200 carbon reserves
$61.78 MILLION
Chevron Corp
Carbon Underground 200Top 200 carbon reserves
$60.98 MILLION
Canadian Natural Resources Ltd
Carbon Underground 200Top 200 carbon reserves
$55.24 MILLION
Vale SA ADR
Carbon Underground 200Top 200 carbon reserves
$52.4 MILLION
Vale SA
Carbon Underground 200Top 200 carbon reserves
$31.17 MILLION
Fossil fuel holdings
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
35
holdings
$503.18M
invested
2.53%
of portfolio
Coal industry
Coal industry
Coal miners, coal services, owners of coal reserves
20
holdings
$214.19M
invested
1.08%
of portfolio
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
70
holdings
$805.49M
invested
4.05%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
8
holdings
$37.21M
invested
0.19%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Utilities burning fossil fuels or distributing gas
50
holdings
$405.41M
invested
2.04%
of portfolio
  When calculating a portfolio's screen exposure, we only consider long investments, ignoring any shorts or liabilities.
All fossil fuel companies
113 holdings
113 holdings
  • 1. EOG Resources Inc
    Carbon Underground 200Oil/gas industry
    $77.48M
    0.39%
  • 2. ConocoPhillips
    Carbon Underground 200Oil/gas industry
    $61.78M
    0.31%
  • 3. Chevron Corp
    Carbon Underground 200Oil/gas industry
    $60.98M
    0.31%
  • 4. Canadian Natural Resources Ltd
    Carbon Underground 200Oil/gas industry
    $55.24M
    0.28%
  • 5. Vale SA ADR
    Carbon Underground 200Coal industry
    $52.4M
    0.26%
See all
Share to spread the word.
Business as usual is fueling climate destruction.
American Funds 2050 Target Date Retirement Fund® $RFITX is 5.96% invested in fossil fuel stocks, with $1.19 BILLION invested across 113 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: 11/30/21
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 
-3.16% less in annualized returns
Less invested in fossil fuels 
0.78% less invested
Less invested in Clean200 
5.28% 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: 11/30/21
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 
-3.16% less in annualized returns
Less invested in fossil fuels 
0.78% less invested
Less invested in Clean200 
5.28% 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: 11/30/21
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 
-3.16% less in annualized returns
Less invested in fossil fuels 
0.78% less invested
Less invested in Clean200 
5.28% 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®
18%
17%
15%
13%
5.96% 
Benchmark
IVV - iShares Core S&P 500 ETF
28%
20%
18%
16%
6.74% 
Fund compared to benchmark
 
-9.38%
-3.59%
-3.23%
-3.16%
0.78%  lower
Find more financial data on RFITX at Morningstar.com
What's next?
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