Target Date ProView | American Funds

  • Forms & Literature
  • CLIENT ACCOUNTS
  • INVESTMENTS
  • PRODUCTS & SOLUTIONS
  • INSIGHTS
  • TOOLS & PRACTICE MANAGEMENT
  • SERVICE CENTER

Target Date ProView®

Evaluate Target Date Funds According to DOL Guidelines.


A Flexible Business Tool

  1. Select up to four target date series.
  2. Compare glide paths, risk, returns, expenses and more.
  3. Analyze data in summary or detail.
  4. Share a report in a client presentation.
  5. Save a report to retain your findings.

TDFE_sample_report_thumb

Target Date ProView® Offers:

  • A process to evaluate, compare and recommend target date funds.
  • Data and graphics to compare multiple series.
  • Morningstar® statistics and analyst reports.
  • Client-ready materials to reinforce your recommendations.
  • Documentation for fiduciary due diligence.

 

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.

This material is intended for use by financial professionals or in conjunction with the advice of a financial professional.

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.