A target date series is only as good as its underlying funds. This infographic below illustrates just how "Terrific" the underlying funds of American Funds Target Date Retirement Series® have been.
- Rigorously screened — Morningstar applied strict criteria to more than 8,000 funds to create its latest list of "Terrific" funds. Only 28 funds made the grade, and eight of those were American Funds.
- The most recognized funds — All eight of our "Terrific" funds are in our target date series — giving our series more recognized underlying funds than any other.
Eight of the underlying funds in American Funds Target Date Retirement Series® were recognized on the Morningstar "28 Terrific Funds" list.*
In evaluating target date funds, investors should consider how the various features of each fund, including the underlying funds, investment results, expenses and glide path construction, apply to their personal situation.
Source: "2018 Target-Date Fund Landscape," Morningstar, Inc., as defined by assets under management as of December 31, 2017.
Rigorously screened by Morningstar
Morningstar evaluated more than 8,000 funds based on manager ownership, fund results and expense ratios, as well as Morningstar risk, analyst and parent ratings. Less than half of 1% made the "Terrific" list.
American Funds has more “Terrific 28" funds than any other target date series
Eight of the underlying equity-focused funds in American Funds Target Date Retirement Series evaluated by Morningstar made its “Terrific 28” list -- the most of any target date series in the industry.†