Product Discovery - Returns

	Type	Inception date	Asset class
				Cumulative total returns at NAV (%)					Average annual total returns at NAV (%)					Expense ratio (%)
Equity
(RAFGX) AMCAP Fund® (R-6)Mutual Fund - Inception date: 5/1/1967	NAV	5/1/67	Equity	2.77	-2.92	-2.27	2.61	2.69	20.18	6.73	12.78	13.05	11.88	0.33	0.33
(RDWGX) American Funds® Developing World Growth and Income Fund (R-6)Mutual Fund - Inception date: 2/3/2014	NAV	2/3/14	Equity	9.46	-8.57	-6.45	9.17	10.38	19.61	5.08	6.92	—	5.29	0.78	0.78
(RGLGX) American Funds® Global Insight Fund (R-6)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	7.36	-2.92	-3.23	6.69	8.31	17.97	8.10	11.65	10.66	9.64	0.45	0.45
(RIVGX) American Funds® International Vantage Fund (R-6)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	5.93	-1.89	-2.75	5.09	7.48	15.82	5.74	9.32	7.94	6.96	0.55	0.54
(RMFGX) American Mutual Fund® (R-6)Mutual Fund - Inception date: 2/21/1950	NAV	2/21/50	Equity	12.57	4.42	1.60	11.69	13.94	18.58	10.47	11.99	12.03	11.86	0.27	0.27
(RWIGX) Capital World Growth and Income Fund® (R-6)Mutual Fund - Inception date: 3/26/1993	NAV	3/26/93	Equity	10.47	-3.80	-3.08	10.70	12.93	21.81	10.10	11.84	11.06	10.97	0.41	0.41
(REFGX) Emerging Markets Equities Fund (R-6)Mutual Fund - Inception date: 5/30/1986	NAV	5/30/86	Equity	15.41	-8.38	-3.85	14.47	14.56	19.15	3.66	8.01	4.92	11.73	0.85	0.74
(RERGX) EUPAC Fund™ (R-6)Mutual Fund - Inception date: 4/16/1984	NAV	4/16/84	Equity	4.94	-5.12	-4.53	5.17	6.94	17.59	4.42	8.66	7.98	10.38	0.47	0.47
(RFNGX) Fundamental Investors® (R-6)Mutual Fund - Inception date: 8/1/1978	NAV	8/1/78	Equity	12.06	-1.60	-1.78	11.39	13.47	25.64	13.20	14.88	14.43	13.08	0.28	0.28
(RIGGX) International Growth and Income Fund (R-6)Mutual Fund - Inception date: 10/1/2008	NAV	10/1/08	Equity	10.12	-3.03	-3.25	9.28	14.28	19.97	8.65	9.38	7.88	8.05	0.53	0.53
(RNPGX) New Perspective Fund® (R-6)Mutual Fund - Inception date: 3/13/1973	NAV	3/13/73	Equity	4.53	-2.76	-1.05	4.02	4.54	19.51	6.53	13.28	12.43	12.53	0.40	0.40
(RNWGX) New World Fund® (R-6)Mutual Fund - Inception date: 6/17/1999	NAV	6/17/99	Equity	5.46	-8.38	-7.63	5.37	6.73	17.65	5.27	9.68	7.86	8.47	0.57	0.57
(RLLGX) SMALLCAP World Fund® (R-6)Mutual Fund - Inception date: 4/30/1990	NAV	4/30/90	Equity	7.64	-3.38	-2.77	7.51	9.40	14.97	0.38	9.53	10.03	9.66	0.65	0.65
(RGAGX) The Growth Fund of America® (R-6)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Equity	5.32	-3.87	-0.04	5.76	4.98	24.60	8.98	15.59	15.14	14.08	0.29	0.29
(RICGX) The Investment Company of America® (R-6)Mutual Fund - Inception date: 1/1/1934	NAV	1/1/34	Equity	7.74	-2.20	-2.03	7.66	8.20	23.43	12.88	14.28	13.97	12.58	0.27	0.27
(RNGGX) The New Economy Fund® (R-6)Mutual Fund - Inception date: 12/1/1983	NAV	12/1/83	Equity	13.14	-4.85	-2.59	12.64	15.10	28.49	10.45	15.47	14.97	12.21	0.40	0.40
(RWMGX) Washington Mutual Investors Fund (R-6)Mutual Fund - Inception date: 7/31/1952	NAV	7/31/52	Equity	12.26	4.08	1.34	10.65	12.93	20.52	11.93	13.94	13.51	12.29	0.26	0.26
Multi-Asset
(RLBGX) American Balanced Fund® (R-6)Mutual Fund - Inception date: 7/26/1975	NAV	7/26/75	Multi-Asset	8.15	1.13	-0.22	8.36	10.69	18.36	8.99	10.37	10.47	10.84	0.25	0.25
(RFETX) American Funds 2030 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.85	1.02	-0.50	5.17	6.54	14.67	6.00	9.11	9.58	7.42	0.33	0.33
(RFFTX) American Funds 2035 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	5.67	0.41	-0.71	5.86	7.30	16.39	6.74	10.41	10.49	8.07	0.34	0.34
(RFGTX) American Funds 2040 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	7.04	-0.52	-1.08	7.04	8.55	18.66	7.87	11.40	11.18	8.59	0.36	0.36
(RFHTX) American Funds 2045 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	7.73	-1.18	-1.41	7.56	9.10	19.43	8.17	11.71	11.40	8.74	0.37	0.37
(RFITX) American Funds 2050 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	7.79	-1.47	-1.50	7.58	9.06	19.62	8.11	11.78	11.45	8.78	0.37	0.37
(RFKTX) American Funds 2055 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2010	NAV	2/1/10	Multi-Asset	7.76	-1.85	-1.73	7.53	8.94	19.82	8.10	11.79	11.45	11.06	0.38	0.38
(RFUTX) American Funds 2060 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 3/27/2015	NAV	3/27/15	Multi-Asset	7.70	-2.04	-1.78	7.50	8.83	19.86	8.09	11.76	—	10.43	0.39	0.39
(RFTTX) American Funds® 2010 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.07	2.39	0.23	4.56	6.23	11.75	5.14	6.45	6.66	5.52	0.28	0.28
(RFJTX) American Funds® 2015 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.19	2.05	0.00	4.58	6.22	12.14	5.18	6.79	7.14	5.80	0.30	0.30
(RRCTX) American Funds® 2020 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.43	1.91	-0.13	4.85	6.43	12.88	5.47	7.31	7.77	6.13	0.30	0.30
(RFDTX) American Funds® 2025 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.46	1.68	-0.29	4.83	6.32	13.24	5.39	8.02	8.66	6.71	0.31	0.31
(RFVTX) American Funds® 2065 Target Date Retirement Fund (R-6)Mutual Fund - Inception date: 3/27/2020	NAV	3/27/20	Multi-Asset	7.73	-2.08	-1.81	7.48	8.85	19.84	8.08	—	—	15.09	0.39	0.39
(RFBFX) American Funds® 2070 Target Date Retirement Fund (R-6)Mutual Fund - Inception date: 5/3/2024	NAV	5/3/24	Multi-Asset	7.67	-2.05	-1.77	7.51	8.89	—	—	—	—	15.24	0.39	0.39
(RGBGX) American Funds® Global Balanced Fund (R-6)Mutual Fund - Inception date: 2/1/2011	NAV	2/1/11	Multi-Asset	5.18	-0.19	-1.62	5.36	6.77	14.05	5.55	7.15	7.21	6.78	0.47	0.47
(RTRPX) American Funds® Retirement Income Portfolio — Conservative (R-6)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	4.27	2.67	0.19	4.67	6.41	11.67	4.62	5.87	—	5.84	0.30	0.30
(RVRPX) American Funds® Retirement Income Portfolio — Enhanced (R-6)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	7.54	1.46	-0.46	7.47	9.78	16.36	7.76	8.72	—	8.52	0.32	0.32
(RURPX) American Funds® Retirement Income Portfolio — Moderate (R-6)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	6.14	2.16	-0.08	6.37	8.61	14.24	6.42	7.40	—	7.27	0.31	0.31
(RIRGX) Capital Income Builder® (R-6)Mutual Fund - Inception date: 7/30/1987	NAV	7/30/87	Multi-Asset	11.27	3.29	0.08	10.76	14.18	18.14	9.21	8.66	8.31	9.26	0.26	0.26
(RIDGX) The Income Fund of America® (R-6)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Multi-Asset	10.03	4.12	1.08	9.72	13.32	16.90	8.63	9.18	9.26	10.89	0.26	0.26
Fixed Income
(RCBFX) American Funds Corporate Bond Fund® (R-6)Mutual Fund - Inception date: 12/14/2012	NAV	12/14/12	Fixed Income	-2.20	2.10	-0.41	-1.41	-1.19	5.95	-0.45	2.34	—	2.87	0.32	0.32
(REGGX) American Funds Emerging Markets Bond Fund® (R-6)Mutual Fund - Inception date: 4/22/2016	NAV	4/22/16	Fixed Income	0.46	0.19	-1.48	0.86	2.55	8.94	3.30	3.96	—	4.28	0.54	0.54
(RILFX) American Funds Inflation Linked Bond Fund® (R-6)Mutual Fund - Inception date: 12/14/2012	NAV	12/14/12	Fixed Income	-1.80	3.15	0.74	0.53	0.32	4.90	0.06	2.45	—	1.89	0.29	0.29
(RMAGX) American Funds Mortgage Fund® (R-6)Mutual Fund - Inception date: 11/1/2010	NAV	11/1/10	Fixed Income	-2.56	3.13	0.01	-1.10	-0.24	5.77	0.42	1.53	1.90	2.03	0.51	0.34
(AFPSX) American Funds® Core Plus Bond Fund (R-6)Mutual Fund - Inception date: 9/25/2025	NAV	9/25/25	Fixed Income	-2.13	2.11	-0.39	-1.08	-0.53	—	—	—	—	0.16	0.51	0.34
(RMDUX) American Funds® Multi-Sector Income Fund (R-6)Mutual Fund - Inception date: 3/22/2019	NAV	3/22/19	Fixed Income	-0.76	1.01	-1.01	-0.32	0.62	8.04	2.56	—	—	4.45	0.37	0.37
(RANGX) American Funds® Strategic Bond Fund (R-6)Mutual Fund - Inception date: 3/18/2016	NAV	3/18/16	Fixed Income	-3.69	2.78	0.05	-2.14	-1.53	4.54	-0.94	2.13	—	2.38	0.31	0.31
(RAFXX) American Funds® U.S. Government Money Market Fund (R-6)Mutual Fund - Inception date: 5/1/2009	NAV	5/1/09	Fixed Income	3.03	0.31	0.89	2.90	3.52	4.27	3.63	2.23	1.48	1.27	0.30	0.30
	7-Day SEC Yield:Gross: 3.67%Net: 3.67%As of 10/31/2026 (updated monthly)
(RITGX) American High-Income Trust® (R-6)Mutual Fund - Inception date: 2/19/1988	NAV	2/19/88	Fixed Income	0.38	0.28	-1.38	0.33	1.64	9.12	4.37	5.63	5.60	7.54	0.36	0.36
(RCWGX) Capital World Bond Fund® (R-6)Mutual Fund - Inception date: 8/4/1987	NAV	8/4/87	Fixed Income	-3.92	1.18	-1.45	-2.79	-2.19	4.44	-1.92	0.54	0.96	5.05	0.48	0.48
(RBOGX) Intermediate Bond Fund of America® (R-6)Mutual Fund - Inception date: 2/19/1988	NAV	2/19/88	Fixed Income	-0.89	1.86	0.11	0.00	0.78	5.19	1.49	2.08	1.96	4.35	0.25	0.25
(RMMGX) Short-Term Bond Fund of America® (R-6)Mutual Fund - Inception date: 10/2/2006	NAV	10/2/06	Fixed Income	0.69	1.01	0.41	1.07	1.86	4.51	2.33	2.06	1.65	1.98	0.29	0.29
(RBFGX) The Bond Fund of America® (R-6)Mutual Fund - Inception date: 5/28/1974	NAV	5/28/74	Fixed Income	-2.00	2.17	-0.20	-0.99	-0.52	5.41	-0.07	1.93	2.40	6.89	0.23	0.23
(RGVGX) U.S. Government Securities Fund® (R-6)Mutual Fund - Inception date: 10/17/1985	NAV	10/17/85	Fixed Income	-2.62	3.03	0.24	-1.08	-0.44	5.09	-0.06	1.47	1.71	5.01	0.25	0.25

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