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Rigorous Analysis for Target Date Retirement Funds
A Versatile and Objective Tool
- Select up to four target date series
- Compare glide paths, risk, returns, expenses and more
- Analyze data in summary or detail
- Create and share a report
- Save your findings
Target Date ProView℠ Offers:
- A process for thorough evaluation
- Data and graphics to compare multiple series
- Statistics and analyst reports from Morningstar®
- Summary reports for presentation and documentation
U.S. Department of Labor (DOL)1 Tips for Plan Fiduciaries:
- Establish a process for comparing and selecting target date funds
- Understand the fund’s investments
- Review the fund’s fees and investment expenses
- Establish a process for the periodic review of selected target date funds
- Document the process
1 Source: U.S. Department of Labor, “Target Date Retirement Funds – Tips for ERISA Plan Fiduciaries,” February 2013
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.
The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups.