Ten American Funds Target Date Funds Win Lipper Awards | Capital Group



APRIL 24, 2017

American Funds Wins in Every Target Date Fund Category at Lipper


For the fourth year in a row, American Funds Target Date Retirement Series® has earned multiple 2017 Thomson Reuters Lipper Fund Awards for achieving consistently strong results. Ten of our target date funds (R–6) were honored for their superior risk–adjusted returns.

In a sweep of the Lipper Awards’ 3– and 5–year periods, American Funds Target Date Retirement Series secured wins in every eligible category, taking home 20 awards — the most target date awards of any fund family.

Based on three– and five–year consistent returns as defined by superior consistency and risk–adjusted return when compared to the Lipper Mixed–Asset Target Date Fund peer groups. The 2017 Thomson Reuters Lipper Fund Awards were awarded on March 23, 2017 and based on the periods ended November 30, 2016.

From Thomson Reuters Lipper Awards, © 2017 Thomson Reuters. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.

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 or the collective investment trust's Characteristics statement, which can be obtained from a financial professional, Capital or your relationship manager, and should be read carefully before investing. 

Each target date fund is composed of a mix of the American Funds and is subject to the risks and returns of the underlying funds. Underlying funds may be added or removed during the year. Although the target date funds are managed for investors on a projected retirement date time frame, the funds' allocation strategy does not guarantee that investors' retirement goals will be met. The target date is the year in which an investor is assumed to retire and begin taking withdrawals. American Funds investment professionals manage the target date fund's portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the fund gets closer to its target date. Investment professionals continue to manage each fund for 30 years after it reaches its target date. 

Past results are not predictive of results in future periods.