RESEARCH |
2018
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Muhammad Mustafa
Survey Data
Mutual Funds Advisers Most Often Recommend to Plan Sponsors (168 advisers voting; 773 total votes)
| VOTES | % | |
|---|---|---|
| 1 Vanguard S&P 500 Index | 57 | 34% |
| 2 American Funds EuroPacific Growth Fund | 38 | 23% |
| 3 American Funds Target Date Series | 28 | 17% |
| 4 T. Rowe Price Blue Chip Growth | 27 | 16% |
| 5 Vanguard Target Date Series | 26 | 15% |
| 6 T. Rowe Price Target Date Series | 23 | 14% |
| 7 PIMCO Income Fund | 20 | 12% |
| 8 Western Asset Core Plus Bond Fund | 18 | 11% |
| 9 Fidelity S&P 500 Fund | 14 | 8% |
| 10 American Funds American Balanced Fund | 12 | 7% |