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- Bloomberg Barclays — Provides data for Bloomberg Barclays Global Aggregate Index, Bloomberg Barclays (7-Year) Municipal Bond Index, Bloomberg Barclays Municipal Bond Index, Bloomberg Barclays U.S. Aggregate Index, Bloomberg Barclays U.S. Government/Credit 1–3 Years ex BBB Index, Bloomberg Barclays California Municipal Index, Bloomberg Barclays Municipal Short 1–5 Years Index, Bloomberg Barclays U.S. Government/Credit 1–7 yr ex BBB, Bloomberg Barclays U.S. Mortgage Backed Securities Index, Bloomberg Barclays New York Municipal Index. Copyright © 2020 Bloomberg Barclays. Member NYSE/FINRA/SIPC. All rights reserved.
- Citi — Provides data for Citigroup Broad Investment-Grade (BIG) Bond Index, Citigroup Treasury/Govt Sponsored/Mortgage Index and Citigroup World Government Bond Index.
Calculated Data provided by The Yield Book® software. Copyright 2020, The Yield Book Inc. (“YBI”). Distribution of Calculated Data in any form, except for incidental amounts, is prohibited except with the prior written permission of YBI. The Calculated Data is provided for information purposes only. YBI does not guarantee the accuracy, adequacy, completeness, or availability of any data and is not responsible for any errors or omissions or for the results obtained from the use of such data. YBI GIVES NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF MERCHANTIBILITY OR FITNESS FOR A PARTICULAR PURPOSE. In no event shall YBI be liable for any direct or indirect damages of any kind in connection with the use by any person of the Calculated Data.
- Credit Suisse Group — Provides data for Credit Suisse High Yield Index. Copyright 1997–2020 CREDIT SUISSE GROUP and/or its affiliates. All rights reserved.
- Dow Jones & Company, Inc. — Provides data for Dow Jones Indexes℠. Copyright 2020 Dow Jones & Company, Inc. All Rights Reserved.
- Global Industry Classification Standard (GICS) by MSCI and Standard and Poor’s — The Global Industry Classification Standard (“GICS”) was developed by and is the exclusive property and a service mark of MSCI and Standard and Poor’s, a division of The McGraw-Hill Companies, Inc. (“S&P”) and is licensed for use by American Funds.
- JPMorgan Chase & Co. — Provides data for JP Morgan Emerging Markets Bond Index Plus. Copyright 2020 JPMorgan Chase & Co. All rights reserved.
- Lipper — Provides data for Lipper Balanced Funds Index, Lipper Capital Appreciation Funds Index, Lipper Global Funds Index, Lipper Global Income Funds Index, Lipper Growth and Income Funds Index, Lipper Growth Funds Index, Lipper High Current Yield Bond Funds Index, Lipper Income Funds Index, Lipper Multi-Cap Core Funds Index, Lipper Multi-Cap Growth Funds Index and Lipper Multi-Cap Value Funds Index.
- Moody’s Investors Service — Provides fund credit quality data. Copyright 2020 Moody’s Investors Service.
- Morningstar, Inc. — Copyright 2020 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar, its content providers and/or the American Funds; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar, its content providers nor the American Funds is responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
- MSCI Barra — Provides data for MSCI All-Country World Index ex USA, MSCI All Country World Small Cap Index, MSCI EAFE Index, MSCI Emerging Markets Index, MSCI USA Index and MSCI World Index.
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- Nihon Keizai Shimbun, Inc. — Provides data for Nikkei index. Copyright Nihon Keizai Shimbun, Inc.
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