How “Fantastic” Are Your Target Date Funds? | Capital Group


NOVEMBER 21, 2016

How “Fantastic” Are Your Target Date Funds?

A target date series is only as strong as its underlying funds. For the fifth year in a row, we’re proud to announce that more than half of the underlying equity-focused funds in the American Funds Target Date Retirement Series® evaluated by Morningstar® made their “Fantastic” list. Eleven American Funds were named to the list — that’s more than any other target date series in the industry.* We believe this achievement is a testament not only to the quality of the funds themselves, but to the series’ potential to help investors pursue their long-term retirement goals.

* Morningstar, Fund Spy article, September 13, 2016. Morningstar evaluated funds based on a set of criteria including manager ownership, fund results and expense ratios, as well as Morningstar risk, parent and analyst ratings.


Read the single sheet (PDF) to learn more.

Download the Fantastic 45 (PDF) article reprint that includes details of the screening criteria.

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. 

Content contained herein is not intended to serve as impartial investment or fiduciary advice. The content has been developed by Capital Group, which receives fees for managing, distributing and/or servicing its investments.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.