RESEARCH |
2014
Retirement Plan Adviser Survey
Stacking Up
Reported by PLANADVISER
| Art by Christian Northeast
Survey Data
Mutual funds most recommended by advisers for plan sponsors (229 advisers voting)
| Fund name | # | % |
|---|---|---|
| 1 Vanguard 500 Index | 63 | 27.5% |
| 2 American Funds Euro Pacific Growth | 33 | 14.4% |
| 3 T. Rowe Price Target Date Funds | 28 | 12.2% |
| 4 J.P. Morgan SmartRetirement Target-Date Funds | 24 | 10.5% |
| 5 Vanguard Target Retirement | 19 | 8.3% |
| 6 Oppenheimer Developing Markets | 16 | 7.0% |
| 7 PIMCO Total Return | 15 | 6.6% |
| 8 Vanguard Total Stock Market Index | 14 | 6.1% |
| 9 American Century One Choice | 12 | 5.2% |
| 9 Oppenheimer International Growth | 12 | 5.2% |
| 11 Prudential Total Return | 10 | 4.4% |
| 11 BlackRock Global Allocation | 10 | 4.4% |
| 11 Vanguard Small Cap Index | 10 | 4.4% |
| 11 American Funds TDF | 10 | 4.4% |