* 401(k), SEP and SIMPLE plans as of December 31, 2022.
† Source: Escalent, Cogent Syndicated, Retirement Plan Advisor TrendsTM, September 2022. Methodology: 538 respondents participated in a web survey conducted August 19 to August 30, 2022. The respondents consisted of financial advisors managing defined contribution (DC) plans. For “Ownership” of Core Brand Attributes — Tier 1, among 385 “established” DC advisors (with at least $10 million in DC plan assets under management), American Funds was selected most often in response to the question, “Which — if any — of these DC plan providers are described by this statement ... ‘Best-in-class plan advisor service and support’ and ‘is reliable?’” American Funds was also selected most often in response to the question, “Which investment manager do you recommend most often for target date funds?” by the total of all respondents who use target date funds, and every separate channel except registered investment advisors. Capital Group has provided insight on some questions to be included in Cogent surveys over time.
§ Source: Refinitiv Lipper Fund Awards. © 2023 Refinitiv. All rights reserved. 15 American Funds products won 2023 Refinitiv Lipper Fund Awards for periods up to 10 years. Capital Group also won the group categories for overall and fixed income. The 2023 Refinitiv Lipper Fund Awards were awarded on March 23, 2023, and were based on Class R-6 and Class F-3 shares for the three-, five- or 10-year periods ended November 2022. 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: Morningstar, “The Thrilling 31,” by Russel Kinnel, October 2022. 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.
‡‡ Wilshire’s recommendations are subject to any generally applicable limitation on the investment options available, including limitations imposed by the plan’s recordkeeper or financial professional. Plans that elect target-date mapping at plan conversion may only choose coverage under the 3(21) Select List. Wilshire® is a registered service mark of Wilshire Advisors, LLC, Santa Monica, California. All other trade names, trademarks and/ or service marks are the property of their respective holders. Wilshire is not an affiliate of any member company of American Funds. Wilshire is solely responsible for the program material and its investment recommendations. The complete terms and limitations of Wilshire’s 3(21) Investment Adviser and 3(38) Investment Manager programs may be found in the applicable agreement between the plan sponsor and Wilshire.