RESEARCH |
2019
PLANADVISER Retirement Plan Adviser Survey
Reported by PLANADVISER
| Art by Harry Campbell
Survey Data
Mutual Funds Advisers Most Often Recommend to Plan Sponsors
| VOTES | % | |
|---|---|---|
| 1 Fidelity® 500 Index Fund | 85 | 28.7% |
| 2 Vanguard Target Retirement Funds | 83 | 28.0% |
| 3 American Funds Target Date Funds | 82 | 27.7% |
| 4 T. Rowe Price Blue Chip Growth Fund | 77 | 26.0% |
| 5 Vanguard 500 Index Fund | 75 | 25.3% |
| 6 American Funds EuroPacific Growth Fund | 71 | 24.0% |
| 7 PIMCO Income Fund | 51 | 17.2% |
| 8 T. Rowe Price Target Date Funds | 39 | 13.2% |
| 9 PGIM Total Return Bond Fund | 31 | 10.5% |
| 10 JPMorgan Equity Income Fund | 28 | 9.5% |