A target date series is only as good as its underlying funds. This infographic illustrates just how “Great” the underlying funds of the 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 “Great” funds. Only 38 funds made the grade, and 11 of those were American Funds.
- The most recognized funds — All 11 of our “Great” funds are in our target date series — giving our series more recognized underlying funds than any other.
- Consistently Exceptional — In all six years of Morningstar’s list, at least half of the underlying equity funds in our target date series have been deemed exceptional.
Image provides an overview of how many American Funds made Morningstar’s “Great” list, explains its rigourous screening process, and our funds’ exceptional track record of Morningstar recognition.