TOOLS & RESOURCES

Target date evaluation: Fast, in-depth comparisons

Use our Target Date ProView fund analyzer to help find a series to best meet client needs.

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The tool features standard and advanced Morningstar® data on glide paths, returns, expenses and more — based on DOL guidelines — in a downloadable, client-ready report.

Compare the 4 largest series*

Get a standard report preselected with the 4 largest series*

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Create a customized report

Choose up to 4 series and what information to include in the report.

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* Standard report includes the 4 largest target date series based on mutual fund assets under management (AUM) as of 12/31/23. The series shown use the lowest expense share class with a minimum investment requirement of less than $10 million and a track record of at least 5 years.

Watch a quick overview of Target Date ProView

More target date insights

Selecting a target date series

Learn 5 things to look for when selecting a target date series

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American Funds Target Date Retirement Series®

Discover what sets the American Funds Target Date Retirement Series apart

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Measure target date fund highs and lows

Learn how to find an effective balance of appreciation and preservation

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