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TOOLS & RESOURCES

Target date evaluation: Fast, in-depth comparisons

Use our Target Date ProView fund analyzer to help find a series to best meet your needs.

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.

Compare the 4 largest series*

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Choose up to 4 series and what information to include in the report.

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* Standard report includes the 4 largest target date series based on mutual fund assets under management (AUM) as of 12/31/23. 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.

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More target date insights

American Funds Target Date Retirement Series®

Discover what sets the American Funds Target Date Retirement Series apart

Solid building blocks

Our underlying funds have delivered peer-beating results and held up well in down markets

Delivering value at a low cost

Focus on target date fund participant outcomes as well as fees

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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 fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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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.