A Closer Look at the Target Date Retirement Series® | Capital Group


Defined Contribution Insights

September 2014

A Closer Look at the American Funds Target Date Retirement Series® 

In these videos, portfolio managers Jim Lovelace, Wesley Phoa and Brad Vogt discuss the American Funds Target Date Retirement Series. The three managers are part of the Portfolio Oversight Committee supervising the series. The managers discuss the following topics:

  • Balancing longevity risk (outliving assets) and market risk (volatility) through the use of dividend-paying stocks 
  • Their approach to strategic and tactical asset allocation
  • The importance of aligning the glide path to participant objectives 

Watch these videos to learn more about the series’ approach to equity and fixed income, the benefits of managing the series to investor objectives and the reasons for the series’ success so far.

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. 

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 not to be comprehensive or to provide advice.