AMERICAN FUNDS TARGET DATE RETIREMENT SERIES®

White papers

FACTORS DRIVING OUR SUCCESS
Series overview
A distinctive glide path
Solid building blocks
Delivering value at low cost
Research and insights

This collection of white papers features in-depth research on a range of topics related to target date and multi-asset strategies.

Target Date Homepage

Discover what sets our Series apart

Learn more about the distinctive approach of the American Funds Target Date Retirement Series.

 

SEE OUR SERIES
Target Date Proview℠

Fast, in-depth target date fund evaluation

Learn more about how to use Target Date ProView to quickly determine the best target date funds for your needs.

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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.
Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date.
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 should not be considered advice, an endorsement or a recommendation.
All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.
Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.
The Morningstar average expense ratios are based on fund statistics for each fund's prospectus available at the time of publication. The expense ratio is one aspect of plan fees and expenses.
Capital Client Group, 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.