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	5.90	-1.42	-0.11	5.70	8.83	20.16	8.94	12.84	14.04	11.96	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	14.83	-0.10	0.76	19.40	23.56	21.90	6.95	7.80	—	6.08	0.78	0.78
(RGLGX) American Funds® Global Insight Fund (R-6)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	8.67	-1.14	-1.55	9.90	13.29	18.41	9.74	11.67	11.63	9.90	0.45	0.45
(RIVGX) American Funds® International Vantage Fund (R-6)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	5.14	-3.13	0.09	7.12	10.69	15.65	6.82	9.19	8.71	7.13	0.55	0.54
(RMFGX) American Mutual Fund® (R-6)Mutual Fund - Inception date: 2/21/1950	NAV	2/21/50	Equity	9.66	-2.88	-1.91	6.96	8.82	16.26	10.83	11.26	12.30	11.81	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	13.26	-1.29	-0.17	15.07	20.17	22.57	12.00	12.05	12.01	11.12	0.41	0.41
(REFGX) Emerging Markets Equities Fund (R-6)Mutual Fund - Inception date: 5/30/1986	NAV	5/30/86	Equity	20.24	0.28	2.71	24.94	28.23	21.44	5.38	8.95	6.33	12.00	0.85	0.74
(RERGX) EUPAC Fund™ (R-6)Mutual Fund - Inception date: 4/16/1984	NAV	4/16/84	Equity	7.16	-2.73	-0.39	10.84	15.96	18.41	5.93	9.01	9.04	10.54	0.47	0.47
(RFNGX) Fundamental Investors® (R-6)Mutual Fund - Inception date: 8/1/1978	NAV	8/1/78	Equity	13.75	-1.29	-1.47	13.20	18.25	25.47	14.87	14.94	15.37	13.14	0.28	0.28
(RIGGX) International Growth and Income Fund (R-6)Mutual Fund - Inception date: 10/1/2008	NAV	10/1/08	Equity	10.05	-2.50	0.25	12.69	19.21	20.14	10.00	9.54	8.70	8.28	0.53	0.53
(RNPGX) New Perspective Fund® (R-6)Mutual Fund - Inception date: 3/13/1973	NAV	3/13/73	Equity	5.77	-0.71	-0.16	6.98	9.64	19.32	8.63	13.35	13.34	12.61	0.40	0.40
(RNWGX) New World Fund® (R-6)Mutual Fund - Inception date: 6/17/1999	NAV	6/17/99	Equity	11.33	-1.06	-1.40	15.00	19.89	19.87	7.57	10.51	9.23	8.85	0.57	0.57
(RLLGX) SMALLCAP World Fund® (R-6)Mutual Fund - Inception date: 4/30/1990	NAV	4/30/90	Equity	8.77	-2.10	-5.36	11.27	13.97	14.01	1.80	9.51	10.99	9.79	0.65	0.65
(RGAGX) The Growth Fund of America® (R-6)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Equity	9.74	0.15	0.39	10.02	11.95	24.94	11.69	15.83	16.21	14.19	0.29	0.29
(RICGX) The Investment Company of America® (R-6)Mutual Fund - Inception date: 1/1/1934	NAV	1/1/34	Equity	10.21	-1.02	0.20	10.09	12.65	23.79	14.72	14.30	14.89	12.62	0.27	0.27
(RNGGX) The New Economy Fund® (R-6)Mutual Fund - Inception date: 12/1/1983	NAV	12/1/83	Equity	16.45	-0.46	-4.51	18.38	28.28	29.92	12.87	15.79	16.09	12.36	0.40	0.40
(RWMGX) Washington Mutual Investors Fund (R-6)Mutual Fund - Inception date: 7/31/1952	NAV	7/31/52	Equity	8.73	-3.39	-1.07	6.31	8.76	18.42	12.50	13.35	13.87	12.24	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	8.01	-2.45	-2.80	7.15	11.35	17.32	9.55	10.16	10.93	10.83	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	4.74	-2.45	-1.96	4.10	6.54	13.60	6.57	8.82	10.12	7.40	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	5.90	-2.25	-1.77	5.43	8.14	15.45	7.60	10.17	11.08	8.08	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	7.74	-2.01	-1.62	7.61	10.81	17.99	9.04	11.26	11.86	8.65	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	8.72	-1.87	-1.54	8.85	12.32	18.97	9.53	11.64	12.13	8.85	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	8.93	-1.78	-1.52	9.18	12.63	19.25	9.55	11.75	12.20	8.90	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	9.19	-1.67	-1.55	9.56	13.07	19.58	9.63	11.79	12.23	11.25	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	9.26	-1.57	-1.53	9.75	13.27	19.69	9.65	11.79	—	10.71	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	3.10	-2.79	-1.96	2.12	4.15	10.40	5.08	6.09	6.83	5.41	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	3.42	-2.73	-2.00	2.48	4.55	10.86	5.25	6.46	7.39	5.72	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	3.72	-2.72	-2.07	2.88	5.06	11.59	5.59	6.97	8.09	6.05	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	3.90	-2.69	-2.12	3.09	5.30	12.05	5.68	7.69	9.11	6.65	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	9.27	-1.56	-1.56	9.76	13.28	19.68	9.66	—	—	15.68	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	9.30	-1.60	-1.53	9.76	13.34	—	—	—	—	16.81	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	6.27	-2.59	-0.50	5.56	8.56	13.60	6.15	6.97	7.65	6.83	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	2.99	-3.08	-2.19	1.94	3.96	10.13	4.47	5.47	—	5.63	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	6.67	-2.91	-1.46	5.93	9.04	15.14	8.17	8.39	—	8.44	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	5.10	-3.07	-1.92	4.13	6.86	12.85	6.52	7.03	—	7.12	0.31	0.31
(RIRGX) Capital Income Builder® (R-6)Mutual Fund - Inception date: 7/30/1987	NAV	7/30/87	Multi-Asset	8.41	-3.65	-0.73	7.23	10.60	16.14	9.25	8.04	8.44	9.20	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	7.10	-4.32	-0.71	5.38	8.29	14.61	8.47	8.60	9.42	10.82	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	-2.82	-2.75	-4.17	-3.44	-2.86	4.55	-0.80	2.04	—	2.74	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	1.44	-2.43	-2.09	0.67	3.15	8.70	3.20	3.92	—	4.30	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	-1.59	-2.64	-3.15	-2.54	-2.45	3.63	-0.52	2.12	—	1.67	0.29	0.29
(RMAGX) American Funds Mortgage Fund® (R-6)Mutual Fund - Inception date: 11/1/2010	NAV	11/1/10	Fixed Income	-3.13	-3.37	-4.35	-4.10	-2.68	4.04	-0.19	1.22	1.69	1.85	0.26	0.26
(AFPSX) American Funds® Core Plus Bond Fund (R-6)Mutual Fund - Inception date: 9/25/2025	NAV	9/25/25	Fixed Income	-2.59	-2.84	-3.76	-3.13	-2.09	—	—	—	—	-1.87	0.61	0.34
(RMDUX) American Funds® Multi-Sector Income Fund (R-6)Mutual Fund - Inception date: 3/22/2019	NAV	3/22/19	Fixed Income	-1.07	-2.62	-2.94	-1.32	-0.15	7.20	2.38	—	—	4.36	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	-3.09	-3.95	-4.79	-3.89	2.96	-1.78	1.86	—	2.13	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	2.72	0.29	0.87	2.58	3.54	4.31	3.57	2.20	1.46	1.26	0.30	0.30
	7-Day SEC Yield:Gross: 3.56%Net: 3.56%As of 9/30/2026 (updated monthly)
(RITGX) American High-Income Trust® (R-6)Mutual Fund - Inception date: 2/19/1988	NAV	2/19/88	Fixed Income	0.11	-2.33	-2.21	0.05	1.42	8.56	4.33	5.65	5.97	7.55	0.36	0.36
(RCWGX) Capital World Bond Fund® (R-6)Mutual Fund - Inception date: 8/4/1987	NAV	8/4/87	Fixed Income	-3.48	-3.02	-3.15	-3.92	-3.62	3.69	-2.28	0.20	1.03	5.03	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	-1.26	-1.90	-2.23	-1.83	-0.63	4.35	1.08	1.88	1.86	4.31	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	0.44	-0.82	-0.56	0.06	1.20	4.25	2.07	1.97	1.58	1.94	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	-2.47	-2.69	-3.60	-3.10	-2.02	4.14	-0.46	1.67	2.31	6.86	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	-3.14	-3.01	-3.99	-3.98	-2.85	3.58	-0.65	1.14	1.49	4.95	0.25	0.25

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