Product discovery, Overview

All data updates are monthly unless otherwise noted.
Mutual Funds as of: Monthly 09/30/26; Daily 10/28/26; Daily YTD 10/28/26.

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Overview

Product
Mutual Fund
Share Class
Filters
Equity

(RAFBX) AMCAP Fund® (R-2) - Mutual Fund

Inception date5/1/1967
Asset ClassEquity
Morningstar Category GroupU.S. Equity
RegionU.S.
Cumulative total returns at NAV (%)
YTD Daily3.94
1 Month-1.51
1 Year7.64

(RDWBX) American Funds® Developing World Growth and Income Fund (R-2) - Mutual Fund

Inception date2/3/2014
Asset ClassEquity
Morningstar Category GroupInternational Equity
RegionEmerging Markets
Cumulative total returns at NAV (%)
YTD Daily10.67
1 Month-0.24
1 Year22.25

(RGLBX) American Funds® Global Insight Fund (R-2) - Mutual Fund

Inception date4/1/2011
Asset ClassEquity
Morningstar Category GroupInternational Equity
RegionGlobal
Cumulative total returns at NAV (%)
YTD Daily7.66
1 Month-1.20
1 Year12.06

(RIVDX) American Funds® International Vantage Fund (R-2) - Mutual Fund

Inception date4/1/2011
Asset ClassEquity
Morningstar Category GroupInternational Equity
RegionInternational
Cumulative total returns at NAV (%)
YTD Daily4.88
1 Month-3.21
1 Year9.55

(RWIBX) Capital World Growth and Income Fund® (R-2) - Mutual Fund

Inception date3/26/1993
Asset ClassEquity
Morningstar Category GroupInternational Equity
RegionGlobal
Cumulative total returns at NAV (%)
YTD Daily11.88
1 Month-1.39
1 Year18.86

(RERBX) EUPAC Fund™ (R-2) - Mutual Fund

Inception date4/16/1984
Asset ClassEquity
Morningstar Category GroupInternational Equity
RegionInternational
Cumulative total returns at NAV (%)
YTD Daily5.73
1 Month-2.82
1 Year14.71

(RIGBX) International Growth and Income Fund (R-2) - Mutual Fund

Inception date10/1/2008
Asset ClassEquity
Morningstar Category GroupInternational Equity
RegionInternational
Cumulative total returns at NAV (%)
YTD Daily9.23
1 Month-2.59
1 Year17.95

(RNWBX) New World Fund® (R-2) - Mutual Fund

Inception date6/17/1999
Asset ClassEquity
Morningstar Category GroupInternational Equity
RegionGlobal
Cumulative total returns at NAV (%)
YTD Daily7.33
1 Month-1.15
1 Year18.59

(RSLBX) SMALLCAP World Fund® (R-2) - Mutual Fund

Inception date4/30/1990
Asset ClassEquity
Morningstar Category GroupInternational Equity
RegionGlobal
Cumulative total returns at NAV (%)
YTD Daily7.80
1 Month-2.19
1 Year12.74
Multi-Asset

(RBETX) American Funds 2030 Target Date Retirement Fund® (R-2) - Mutual Fund

Inception date2/1/2007
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily4.52
1 Month-2.55
1 Year5.35

(RBFTX) American Funds 2035 Target Date Retirement Fund® (R-2) - Mutual Fund

Inception date2/1/2007
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily5.53
1 Month-2.35
1 Year6.93

(RBKTX) American Funds 2040 Target Date Retirement Fund® (R-2) - Mutual Fund

Inception date2/1/2007
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily7.10
1 Month-2.10
1 Year9.60

(RBHTX) American Funds 2045 Target Date Retirement Fund® (R-2) - Mutual Fund

Inception date2/1/2007
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily7.90
1 Month-1.97
1 Year11.08

(RBMTX) American Funds 2055 Target Date Retirement Fund® (R-2) - Mutual Fund

Inception date2/1/2010
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily8.12
1 Month-1.73
1 Year11.87

(RBNTX) American Funds 2060 Target Date Retirement Fund® (R-2) - Mutual Fund

Inception date3/27/2015
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily8.13
1 Month-1.69
1 Year12.02

(RBATX) American Funds® 2010 Target Date Retirement Income Fund (R-2) - Mutual Fund

Inception date2/1/2007
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily3.31
1 Month-2.86
1 Year3.01

(RBJTX) American Funds® 2015 Target Date Retirement Income Fund (R-2) - Mutual Fund

Inception date2/1/2007
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily3.56
1 Month-2.87
1 Year3.44

(RBCTX) American Funds® 2020 Target Date Retirement Income Fund (R-2) - Mutual Fund

Inception date2/1/2007
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily3.82
1 Month-2.88
1 Year3.93

(RBDTX) American Funds® 2025 Target Date Retirement Income Fund (R-2) - Mutual Fund

Inception date2/1/2007
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily3.90
1 Month-2.79
1 Year4.17

(RBOTX) American Funds® 2065 Target Date Retirement Fund (R-2) - Mutual Fund

Inception date3/27/2020
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily8.10
1 Month-1.69
1 Year12.05

(RGBBX) American Funds® Global Balanced Fund (R-2) - Mutual Fund

Inception date2/1/2011
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
RegionGlobal
Cumulative total returns at NAV (%)
YTD Daily5.06
1 Month-2.66
1 Year7.41
Inception date8/28/2015
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily3.35
1 Month-3.17
1 Year3.00

(RFRPX) American Funds® Retirement Income Portfolio — Enhanced (R-2) - Mutual Fund

Inception date8/28/2015
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily6.87
1 Month-3.02
1 Year8.03

(RERPX) American Funds® Retirement Income Portfolio — Moderate (R-2) - Mutual Fund

Inception date8/28/2015
Asset ClassMulti-Asset
Morningstar Category GroupAllocation
Region—
Cumulative total returns at NAV (%)
YTD Daily5.41
1 Month-3.18
1 Year5.84
Fixed Income

(REGBX) American Funds Emerging Markets Bond Fund® (R-2) - Mutual Fund

Inception date4/22/2016
Asset ClassFixed Income
Morningstar Category GroupTaxable Bond
RegionEmerging Markets
Cumulative total returns at NAV (%)
YTD Daily-0.18
1 Month-2.51
1 Year2.09

(RILBX) American Funds Inflation Linked Bond Fund® (R-2) - Mutual Fund

Inception date12/14/2012
Asset ClassFixed Income
Morningstar Category GroupTaxable Bond
Region—
Cumulative total returns at NAV (%)
YTD Daily-0.87
1 Month-2.61
1 Year-3.42

(RMDOX) American Funds® Multi-Sector Income Fund (R-2) - Mutual Fund

Inception date3/22/2019
Asset ClassFixed Income
Morningstar Category GroupTaxable Bond
RegionGlobal
Cumulative total returns at NAV (%)
YTD Daily-1.07
1 Month-2.71
1 Year-1.11

(RANBX) American Funds® Strategic Bond Fund (R-2) - Mutual Fund

Inception date3/18/2016
Asset ClassFixed Income
Morningstar Category GroupTaxable Bond
RegionGlobal
Cumulative total returns at NAV (%)
YTD Daily-3.58
1 Month-3.14
1 Year-4.91

(RABXX) American Funds® U.S. Government Money Market Fund (R-2) - Mutual Fund

Inception date5/1/2009
Asset ClassFixed Income
Morningstar Category GroupMoney Market
RegionU.S.
Cumulative total returns at NAV (%)
YTD Daily1.95
1 Month0.20
1 Year2.42

(RBOBX) Intermediate Bond Fund of America® (R-2) - Mutual Fund

Inception date2/19/1988
Asset ClassFixed Income
Morningstar Category GroupTaxable Bond
RegionU.S.
Cumulative total returns at NAV (%)
YTD Daily-1.39
1 Month-1.99
1 Year-1.68

(RAMBX) Short-Term Bond Fund of America® (R-2) - Mutual Fund

Inception date10/2/2006
Asset ClassFixed Income
Morningstar Category GroupTaxable Bond
RegionU.S.
Cumulative total returns at NAV (%)
YTD Daily-0.08
1 Month-0.93
1 Year0.11

(RGVBX) U.S. Government Securities Fund® (R-2) - Mutual Fund

Inception date10/17/1985
Asset ClassFixed Income
Morningstar Category GroupTaxable Bond
RegionU.S.
Cumulative total returns at NAV (%)
YTD Daily-2.78
1 Month-3.12
1 Year-3.86