RESEARCH |
2016
PLANADVISER Retirement Plan Adviser Survey
Advisers assess investment managers and recordkeepers
Reported by PLANADVISER
| Art by David Jien
Survey Data
Mutual funds most recommended by advisers for plan sponsors (286 advisers voting; 1,214 total votes)
| # | % | |
|---|---|---|
| 1 Vanguard S&P 500 Index | 98 | 34% |
| 2 T. Rowe Price Target-Date Funds | 43 | 15% |
| 3 American Funds EuroPacific Growth Fund | 39 | 14% |
| 4 Vanguard Target Retirement Funds | 36 | 13% |
| 4 American Funds Target Date Funds | 36 | 13% |
| 6 J.P. Morgan Smart Retirement Funds | 22 | 8% |
| 7 T. Rowe Price Blue Chip Growth Fund | 20 | 7% |
| 8 Metropolitan West Total Return Bond Fund | 18 | 6% |
| 9 Prudential Total Return Bond Fund | 17 | 6% |
| 10 American Funds Balanced Fund | 14 | 5% |