*Source: Morningstar, "The Thrilling 37" by Russel Kinnel, October 2021. Morningstar's screening took into consideration expense ratios, manager ownership, returns over manager’s tenure, and Morningstar Risk, Analyst and Parent ratings. The universe was limited to share classes accessible to individual investors with a minimum investment no greater than $50,000 and did not include funds of funds. Class A shares were evaluated for American Funds. American Funds Target Date Retirement Series invests in Class R-6 shares of the underlying American Funds. Not all seven American Funds strategies are in each target date fund. Underlying funds may change over time. Visit morningstar.com for more details.
†Source: Refinitiv Lipper Fund Awards. © 2022 Refinitiv. All rights reserved. The 2022 Refinitiv Lipper Fund Awards were awarded on March 10, 2022, and were based on calculations through November 2021. The Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk-adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Lipper Leader for Consistent Return rating, which is a risk-adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see lipperfundawards.com. Although Refinitiv Lipper makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv Lipper.
‡Source: Escalent. Cogent Syndicated. Retirement Plan Advisor Trends™. September 2021. Methodology: 682 respondents participated in a web survey conducted August 18 to August 25, 2021. The respondents consisted of financial advisors managing defined contribution plans. In “Ownership” of Core Brand Attributes – Tier 1, American Funds was selected most often in response to the question, "Which — if any — of these DC plan providers are described by this statement... 'Is a company I trust' and 'Easy for advisors to do business with'?". Learn more about Retirement Plan Advisor Trends.