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Target date fund peer analysis

Key data from Morningstar® to help you compare series

Evaluate the target date funds of leading* investment managers

To help you and your clients conduct a thorough assessment of retirement plan investments along with your wholesaler, we created a target date fund peer analysis that's packed with useful Morningstar statistics and updated quarterly. Metrics to review include:

Returns, expenses, volatility

at a glance

Glide path breakdowns

by asset class

Advanced metrics

such as capture ratios

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If you have any questions about our peer analysis, or if you'd like to receive a customized report with different peers, please contact us.

Target date fund peer analysis for Class R-6 shares

Target date fund peer analysis for Class R-3 shares

More target date insights

American Funds Target Date Retirement Series®

Discover what sets the American Funds Target Date Retirement Series apart

Target Date ProView

Get in-depth comparisons of different series with our Target Date ProView tool

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The peer group of target date funds represents the largest series by assets.

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, which can be obtained from a financial professional and should be read carefully before investing.

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American Funds Distributors, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.