RESEARCH |
2013
PLANADVISER Retirement Plan Adviser Survey
Advisers reveal their favorite retirement plan partners
Reported by PLANADVISER
Survey Data
Mutual funds most recommended by advisers for plan sponsors (up to five funds could be chosen— 254 advisers voting; 1,143 total votes)
| Fund name | # of Votes | % |
|---|---|---|
| 1 PIMCO Total Return | 95 | 37.4% |
| 2 Vanguard 500 Index | 63 | 24.8% |
| 3 American Funds EuroPacific Growth | 34 | 13.4% |
| 4 J.P. Morgan Smart Retirement Target-Date Funds | 32 | 12.6% |
| 5 Oppenheimer Developing Markets Funds | 20 | 7.9% |
| 5 Vanguard Target-Date Funds | 20 | 7.9% |
| 7 T. Rowe Price Target-Date Funds | 17 | 6.7% |
| 8 BlackRock Global Allocation | 15 | 5.9% |
| 9 Fidelity Contra Fund | 14 | 5.5% |
| 9 Templeton Global Bond Fund | 14 | 5.5% |