Fund Screener

Notice: Effective June 1, 2025, EuroPacific Growth Fund was renamed EUPAC Fund.

Notice: Effective January 1, 2026, the following funds were renamed as follows:

American Funds 2010 Target Date Retirement Fund to American Funds 2010 Target Date Retirement Income Fund

American Funds 2015 Target Date Retirement Fund to American Funds 2015 Target Date Retirement Income Fund

American Funds 2020 Target Date Retirement Fund to American Funds 2020 Target Date Retirement Income Fund

American Funds 2025 Target Date Retirement Fund to American Funds 2025 Target Date Retirement Income Fund

Sort Order: To change the order of the funds in the table, click on the column header for any data point provided. By default, funds are shown in the following order: American Funds, then all other funds sorted in descending order by monthly lifetime return.

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Fund Family & Classification
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Share Class
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Objective
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- Quick Filters
- Morningstar Classification
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Quick Filters
Equity
Allocation
Fixed Income
Target Date
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Morningstar Asset Class
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Morningstar Category
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Fees & Expenses

12b-1 Fee
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
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12b-1 Fee
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
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Max. Sales Charge
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
2.0
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
3.0
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9
4.0
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
5.0
5.1
5.2
5.3
5.4
5.5
5.6
5.7
5.8
5.9
6.0
+
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Max. Sales Charge
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
2.0
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
3.0
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9
4.0
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
5.0
5.1
5.2
5.3
5.4
5.5
5.6
5.7
5.8
5.9
6.0
+
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Minimum Investment
0
$250
$500
$750
$1000
+
LESS
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Minimum Investment
0
$250
$500
$750
$1000
+
LESS
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Returns

Avg. Annual Total Return
at NAVLifetime
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
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Avg. Annual Total
Return at NAV1 yr
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
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Remove
Avg. Annual Total
Return at NAV3 yr
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
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Remove
Avg. Annual Total
Return at NAV5 yr
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
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Remove
Avg. Annual Total
Return at NAV10 yr
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
Reset
Remove
Avg. Annual Total
Return at NAV15 yr
-
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
11%
12%
13%
14%
15%
+
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Remove
30-Day SEC Yield
0.0
0.5%
1.0%
1.5%
2.0%
2.5%
3.0%
3.5%
4.0%
+
LESS
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Risk

Standard Deviation
3 yr
0
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
+
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Beta
3 yr
-
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
1.1
1.2
+
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Sharpe Ratio
3 yr
0.0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1.0
1.1
1.2
1.3
1.4
1.5
+
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R-Squared
3 yr
0
50
55
60
65
70
75
80
85
90
95
+
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Upside Capture Ratio
3 yr
-
70
75
80
85
90
95
100
105
110
115
120
125
130
+
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Downside Capture Ratio
3 yr
-
70
75
80
85
90
95
100
105
110
115
120
125
130
+
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Bond Characteristics
Avg. Duration
-
1yr
2yrs
3yrs
4yrs
5yrs
6yrs
7yrs
8yrs
9yrs
10yrs
+
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Avg. Coupon
0
1
2
3
4
5
6
7
8
+
LESS
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Other Attributes

Overall Morningstar Rating
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Morningstar Benchmark
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Market Cap
Average
0
200M
2B
5B
20B
+
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Portfolio Turnover
0
10%
20%
30%
40%
50%
60%
70%
80%
+
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Years Since Inception
0
1yr
2yrs
3yrs
4yrs
5yrs
6yrs
7yrs
8yrs
9yrs
10yrs
11yrs
12yrs
13yrs
14yrs
15yrs
+
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Avg. Manager Fund Tenure
0
1yrs
2yrs
3yrs
4yrs
5yrs
6yrs
7yrs
8yrs
9yrs
10yrs
11yrs
12yrs
13yrs
14yrs
15yrs
16yrs
17yrs
18yrs
19yrs
20yrs
+
LESS
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