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Notice: Effective January 1, 2026, the following funds will be 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

Share Class Cost Comparison Calculator

Specify Your Own Fund

For the fund you want to compare against, provide the following information:

Please correct the following information:

How Costs Are Calculated

1. Enter the name of the fund and its share class

2. Enter the up-front sales charge

%

3. Enter the expense ratio

%

4. Enter the deferred sales charge after the holding period

%

5. Does this fund convert from one share class to another before the end of the holding period?

If you answered “Yes” above:

5a. Select the year of the holding period after which the fund converts

5b. Enter the expense ratio after conversion

%

To simplify the preliminary fee quote, some fees are estimated, and other fees are not included, such as loan and distribution fees.

For financial professionals only. Not for use with the public. 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. For an investment offered through a group annuity, some of this information may differ and can be obtained from a financial professional.

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