RESEARCH |
2017
PLANADVISER Retirement Plan Adviser Survey
When choosing recordkeepers and investment managers, advisers focus on their preferred firms
Reported by PLANADVISER
| Art by Red Nose Studio
Survey Data
Mutual Funds Advisers Most Often Recommend to Plan Sponsors (172 advisers voting; 799 total votes)
| VOTES | % | |
|---|---|---|
| 1 Vanguard S&P 500 Index Fund | 52 | 30% |
| 2 American Funds EuroPacific Growth Fund | 44 | 26% |
| 3 American Funds Target Date Funds | 29 | 17% |
| 4 Vanguard Target Retirement Funds | 27 | 16% |
| 5 T. Rowe Price Target-Date Funds | 20 | 12% |
| 6 Metropolitan West Total Return Bond Fund | 16 | 9% |
| 7 J.P. Morgan SmartRetirement Funds | 15 | 9% |
| 7 PIMCO Income Fund | 15 | 9% |
| 9 Oppenheimer Developing Markets Fund | 13 | 8% |
| 10 Prudential Total Return Bond Fund | 12 | 7% |