TDF Providers
American Funds
American Funds Target Date Retirement SeriesOVERVIEW | |
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NUMBER OF FUNDS IN SERIES | 11 |
DELIVERY VEHICLE | MF |
UNDERLYING FUNDS | |
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VEHICLES | MF |
FUND MANAGEMENT APPROACH | Active |
ATTRIBUTES | |
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TACTICAL GLIDE PATH DEVIATION | Yes, 5% |
FUND LANDING POINT | 30 YATD |
UNAFFILIATED MANAGERS | |
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FEATURES | No |
% OF ASSETS MANAGED | |
LARGEST | |
LARGEST % OF ASSETS |
ASSETS UNDER MANAGEMENT | |
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YEAR END 2015 ($mm) | 35,000 |
YEAR END 2016 ($mm) | 54,000 |
Q2 2017 ($mm) | 70,000 |
Footnote: | |
MF = Mutual fund | |
CIT = Collective investment trust | |
ETF = Exchange -traded fund | |
SA = Separate account | |
VP = Variable portfolio | |
R = Not reported. YATD = years after target date | |
YBTD = years before target date. |