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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

FIXED INCOME

Don't settle for the same old fixed income

Seek resilience in uncertain times

Figures shown are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Prices and returns will vary, so investors may lose money. Investing for short periods makes losses more likely. View fund expense ratios and returns. View ETF expense ratios and returns. View current SEC yields.

Market price returns are determined using the bid/ask midpoint at 4:00 p.m. Eastern time and do not represent the returns you would receive if you traded shares at other times.

Returns shown at net asset value (NAV) have all distributions reinvested.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

Capital Group Exchange Traded Funds (ETFs) are actively managed and do not seek to replicate a specific index. ETFs are bought and sold through an exchange at the then current market price, not net asset value (NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV when traded on the exchange. Brokerage commissions will reduce returns. There can be no guarantee that an active market for ETFs will develop or be maintained, or that the ETF's listing will continue or remain unchanged. 

As nondiversified funds, Capital Group ETFs have the ability to invest a larger percentage of assets in securities of individual issuers than a diversified fund. As a result, a single issuer could adversely affect a fund’s results more than if the fund invested a smaller percentage of assets in securities of that issuer. See the applicable prospectus for details.

Model and Portfolio Series allocations may not achieve investment objectives. The portfolios' risks are directly related to the risks of the underlying funds. Portfolios are actively monitored; allocations and funds may change.

The use of derivatives involves a variety of risks, which may be different from, or greater than, the risks associated with investing in traditional cash securities, such as stocks and bonds. American Funds Strategic Bond Fund may engage in frequent and active trading of its portfolio securities, which may involve correspondingly greater transaction costs, adversely affecting the fund's results.

Interests in Capital Group's U.S. Government Securities portfolios are not guaranteed by the U.S. government.

Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.

The return of principal for bond portfolios and for portfolios with significant underlying bond holdings is not guaranteed. Investments are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Investments in mortgage-related securities involve additional risks, such as prepayment risk. While not directly correlated to changes in interest rates, the values of inflation-linked bonds generally fluctuate in response to changes in real interest rates and may experience greater losses than other debt securities with similar durations.

For more information about the risks associated with each fund or underlying fund, go to its detailed fund information page or read the prospectus.

State-specific tax-exempt funds are more susceptible to factors adversely affecting issuers of their states' tax-exempt securities than more widely diversified municipal bond funds. Income from municipal bonds may be subject to state or local income taxes and/or the federal alternative minimum tax (except for The Tax-Exempt Bond Fund of America). Certain other income, as well as capital gain distributions, may be taxable.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Bond ratings, which typically range from AAA/Aaa (highest) to D (lowest), are assigned by credit rating agencies such as Standard & Poor's, Moody's and/or Fitch, as an indication of an issuer's creditworthiness. If agency ratings differ, the security will be considered to have received the highest of those ratings, consistent with the fund's investment policies. (For American High-Income Municipal Bond Fund and American High-Income Trust, such securities are placed in the lowest category.) Securities in the Unrated category have not been rated by a rating agency; however, the investment adviser performs its own credit analysis and assigns comparable ratings that are used for compliance with fund investment policies. Bond ratings for the American Funds Portfolio Series relate to the securities held by the portfolios' underlying mutual funds, and if agency ratings of those holdings differ, the security will be considered to have received the highest of those ratings.

Investment results assume all distributions are reinvested and reflect applicable fees and expenses. Returns for one year or less are not annualized, but calculated as cumulative total returns.

For the funds listed below, the investment adviser has agreed to reimburse a portion of fund expenses through the date(s) listed below, without which results would have been lower and net expenses higher.

- American Funds Short-Term Tax-Exempt Bond Fund (expiration: N/A)

The investment advisor may elect at its discretion to extend, modify or terminate the reimbursements as of any noted expiration date.

For the funds listed below, the fund's transfer agent has agreed to waive a portion of fund expenses through the date(s) listed below, without which results would have been lower and net expenses higher.

- American Funds Strategic Bond Fund (expiration: 3/1/2022)

The transfer agent may elect at its discretion to extend, modify or terminate the waiver as of any noted expiration date.

For the funds listed below, the investment adviser has agreed to waive a portion of the management fee through the date(s) listed below, without which results would have been lower and net expenses higher.

- American Funds Strategic Bond Fund (expiration: 11/5/2022)

The investment adviser may elect at its discretion to extend, modify or terminate the waiver as of any noted expiration date.

For the funds listed below, the investment adviser has agreed to reimburse a portion of fund expenses through the date(s) listed below, without which results would have been lower and net expenses higher.

- American Funds Emerging Markets Bond Fund (expiration: 3/1/2022)
- American Funds Multi-Sector Income Fund (expiration: 3/1/2022)
- American Funds Corporate Bond Fund (expiration: 8/1/2022)
- American Funds Tax-Exempt Fund of New York (expiration: 10/1/2022)
- American Funds 2065 Target Date Retirement Fund (expiration: 1/1/2023)
- American Funds International Vantage Fund (expiration: 1/1/2023)
- American Funds Short-Term Tax-Exempt Bond Fund (expiration: N/A)

The investment adviser may elect at its discretion to extend, modify or terminate the reimbursements at that time.

When applicable, investment results reflect fee waivers and/or expense reimbursements, without which results would have been lower and net expense ratios higher if shown. This information is provided in detail in the prospectus. Read details about how waivers and/or reimbursements affect the results for each fund. View results and yields without fee waiver and/or expense reimbursement.

1. YTD (year-to-date return): the net change in the value of the portfolio (in percentage terms) from January 1 of the current year to the date shown above.

2. Certain share classes were offered after the inception dates of some funds. Results for these shares prior to the dates of first sale are hypothetical based on the original share class results without a sales charge, adjusted for typical estimated expenses. 

- Class F-2 were first offered on 8/1/2008. 

Results for certain funds with an inception date after the share class inception also include hypothetical returns because those funds’ shares sold after the funds’ date of first offering. View dates of first sale and specific expense adjustment information.

4. The expense ratio for ETFS is as of the fund's prospectus available at the time of publication. The expense ratio for ETFs is estimated.

5. Expense ratios are for Class F-2 shares for the model, and are weighted averages of the underlying funds, as of the most recent prospectus.

9. Returns for one year or less are not annualized, but calculated as cumulative total returns.

10. The 30-day SEC yield for a fund of funds is calculated using the income earned by the fund over the past 12 months, which is then translated to a daily rate that is used to calculate the 30-day yield. The calculation for bond funds, however, reflects income earned over the past 30 days. As a result, during changing rate environments, the SEC yield for a fund of funds, whose underlying funds are primarily bond funds, may meaningfully differ from that of its underlying bond fund holdings. 

11. Cash and equivalents includes short-term securities, accrued income and other assets less liabilities. It may also include investments in money market or similar funds managed by the investment adviser or its affiliates that are not offered to the public.

12. ETF market price results since inception are calculated using NAV for the period until market price became available (generally a few days after inception).

Sources: Capital Group, Bloomberg Index Services Ltd., Morningstar, J.P. Morgan.

Bloomberg® is a trademark of Bloomberg Finance L.P. (collectively with its affiliates, “Bloomberg”). Barclays® is a trademark of Barclays Bank Plc (collectively with its affiliates, “Barclays”), used under license. Neither Bloomberg nor Barclays approves or endorses this material, guarantees the accuracy or completeness of any information herein and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith. Bloomberg Barclays U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market.

This report, and any product, index or fund referred to herein, is not sponsored, endorsed or promoted in any way by J.P. Morgan or any of its affiliates who provide no warranties whatsoever, express or implied, and shall have no liability to any prospective investor, in connection with this report.

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation.  

American Funds Distributors, Inc., member FINRA.

Use of this website is intended for U.S. residents only.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.