Tools Convenient target date fund comparison

Key data from Morningstar® to help you compare and evaluate series

Evaluate the target date funds of leading* investment managers

To help you and your clients conduct a thorough assessment of retirement plan investments along with your wholesaler, we offer multiple ways for you to evaluate different target date fund series.
 

We have created a target date fund peer analysis that‘s packed with useful Morningstar statistics and updated quarterly. Class R-6 and R-3 versions are available below to download on demand, or you can request a customized report with different peers of your choosing. Each analysis includes 10+ series, and metrics to review include:

Target date fund peer analysis for Class R-6 shares

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Target date fund peer analysis for Class R-3 shares

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If you have any questions about our peer analysis, or if you'd like to receive a customized report with different peers, we're here to assist you. Call us today at (888) 777-1579.

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Target Date ProView

Our Target Date ProView fund analyzer enables you to compare the four largest series† or create a customized report of four series of your choosing. The tool features standard and advanced Morningstar data on glide paths, returns, expenses and more — based on DOL guidelines — in a downloadable, client-ready report.

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More target date insights

American Funds Target Date Retirement Series®

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Selecting a target date series

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Footnotes:

 

* The peer group of target date funds represents the largest series by assets under management (AUM).

 

† Standard report includes the 4 largest target date series based on mutual fund AUM as of 12/31/24. The series shown use the lowest expense share class with a minimum investment requirement of less than $10 million and a track record of at least 5 years.

 

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the mutual fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date.
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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.