Product Discovery - Returns

	Type	Inception date	Asset class
				Cumulative total returns at NAV (%)					Average annual total returns at NAV (%)					Expense ratio (%)
Equity
(FMACX) AMCAP Fund® (F-3)Mutual Fund - Inception date: 5/1/1967	NAV	5/1/67	Equity	2.78	-2.91	-2.24	2.61	2.69	20.19	6.73	12.78	13.04	11.85	0.33	0.33
	S&P 500 Index			n/a	-0.87	1.48	11.77	12.11	23.40	12.06	15.44	14.81	10.71	n/a	n/a
(FDWGX) American Funds® Developing World Growth and Income Fund (F-3)Mutual Fund - Inception date: 2/3/2014	NAV	2/3/14	Equity	9.47	-8.57	-6.45	9.18	10.38	19.59	5.07	6.91	—	5.29	0.78	0.78
	MSCI Emerging Markets Index			n/a	-8.05	-5.49	13.45	14.05	22.28	6.92	8.15	—	6.71	n/a	n/a
(AGVHX) American Funds® Global Insight Fund (F-3)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	7.36	-2.92	-3.23	6.69	8.30	17.98	8.11	11.63	10.63	9.60	0.45	0.45
	MSCI World Index			n/a	-0.77	0.58	10.89	12.11	22.28	10.49	12.95	11.62	10.56	n/a	n/a
(AIVGX) American Funds® International Vantage Fund (F-3)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	5.93	-1.89	-2.70	5.09	7.52	15.85	5.74	9.34	7.95	6.97	0.55	0.54
	MSCI EAFE (Europe, Australasia, Far East) Index			n/a	-0.74	-1.85	9.52	13.51	19.75	8.63	9.21	7.79	6.74	n/a	n/a
(AFMFX) American Mutual Fund® (F-3)Mutual Fund - Inception date: 2/21/1950	NAV	2/21/50	Equity	12.55	4.43	1.61	11.68	13.94	18.58	10.47	11.98	12.03	11.87	0.27	0.27
	S&P 500 Index			n/a	-0.87	1.48	11.77	12.11	23.40	12.06	15.44	14.81	11.69	n/a	n/a
(FWGIX) Capital World Growth and Income Fund® (F-3)Mutual Fund - Inception date: 3/26/1993	NAV	3/26/93	Equity	10.47	-3.80	-3.08	10.70	12.94	21.82	10.10	11.84	11.06	10.99	0.41	0.41
	Capital World Growth and Income Fund Historical Benchmarks Index			n/a	-1.64	-0.14	11.18	12.33	22.30	10.10	12.39	10.96	8.36	n/a	n/a
(EMGEX) Emerging Markets Equities Fund (F-3)Mutual Fund - Inception date: 5/30/1986	NAV	5/30/86	Equity	15.42	-8.36	-3.79	14.47	14.56	19.17	3.65	8.03	4.94	11.74	0.85	0.74
	MSCI Emerging Markets Index			n/a	-8.05	-5.49	13.45	14.05	22.28	6.92	8.15	5.55	—	n/a	n/a
(FEUPX) EUPAC Fund™ (F-3)Mutual Fund - Inception date: 4/16/1984	NAV	4/16/84	Equity	4.95	-5.11	-4.53	5.18	6.95	17.60	4.42	8.66	7.98	10.42	0.47	0.47
	EUPAC Fund Historical Benchmarks Index			n/a	-2.81	-2.69	11.01	14.31	21.09	8.42	9.09	7.24	8.39	n/a	n/a
(FUNFX) Fundamental Investors® (F-3)Mutual Fund - Inception date: 8/1/1978	NAV	8/1/78	Equity	12.07	-1.59	-1.78	11.40	13.49	25.64	13.20	14.87	14.42	13.06	0.28	0.28
	S&P 500 Index			n/a	-0.87	1.48	11.77	12.11	23.40	12.06	15.44	14.81	12.23	n/a	n/a
(IGAIX) International Growth and Income Fund (F-3)Mutual Fund - Inception date: 10/1/2008	NAV	10/1/08	Equity	10.13	-3.03	-3.25	9.28	14.28	19.97	8.65	9.38	7.88	8.06	0.53	0.53
	International Growth and Income Fund Historical Benchmarks Index			n/a	-2.81	-2.69	11.01	14.31	21.09	8.42	9.09	7.24	6.29	n/a	n/a
(FNPFX) New Perspective Fund® (F-3)Mutual Fund - Inception date: 3/13/1973	NAV	3/13/73	Equity	4.53	-2.75	-1.04	4.02	4.56	19.51	6.53	13.28	12.43	12.54	0.40	0.40
	New Perspective Fund Historical Benchmarks Index			n/a	-1.64	-0.14	11.18	12.33	22.30	10.10	12.39	10.92	8.95	n/a	n/a
(FNWFX) New World Fund® (F-3)Mutual Fund - Inception date: 6/17/1999	NAV	6/17/99	Equity	5.47	-8.38	-7.63	5.37	6.72	17.65	5.27	9.68	7.86	8.51	0.57	0.57
	New Geography/New World Historical Benchmarks Index			n/a	-8.05	-5.49	13.45	14.63	23.13	10.55	12.62	11.07	7.13	n/a	n/a
(SFCWX) SMALLCAP World Fund® (F-3)Mutual Fund - Inception date: 4/30/1990	NAV	4/30/90	Equity	7.64	-3.38	-2.79	7.51	9.40	14.97	0.38	9.53	10.02	9.68	0.65	0.65
	SMALLCAP World Fund Historical Benchmarks Index			n/a	-0.86	-1.07	11.46	13.90	19.59	6.20	9.89	9.68	8.96	n/a	n/a
(GAFFX) The Growth Fund of America® (F-3)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Equity	5.32	-3.86	-0.04	5.75	4.98	24.60	8.98	15.59	15.13	14.09	0.29	0.29
	S&P 500 Index			n/a	-0.87	1.48	11.77	12.11	23.40	12.06	15.44	14.81	11.63	n/a	n/a
(FFICX) The Investment Company of America® (F-3)Mutual Fund - Inception date: 1/1/1934	NAV	1/1/34	Equity	7.74	-2.19	-2.03	7.66	8.20	23.43	12.87	14.27	13.96	12.57	0.27	0.27
	S&P 500 Index			n/a	-0.87	1.48	11.77	12.11	23.40	12.06	15.44	14.81	11.24	n/a	n/a
(FNEFX) The New Economy Fund® (F-3)Mutual Fund - Inception date: 12/1/1983	NAV	12/1/83	Equity	13.13	-4.86	-2.60	12.63	15.09	28.49	10.45	15.47	14.96	12.20	0.40	0.40
	MSCI All Country World Index (ACWI)			n/a	-1.64	-0.14	11.18	12.33	22.30	10.10	12.39	10.97	9.91	n/a	n/a
(FWMIX) Washington Mutual Investors Fund (F-3)Mutual Fund - Inception date: 7/31/1952	NAV	7/31/52	Equity	12.26	4.07	1.34	10.65	12.93	20.52	11.93	13.93	13.51	12.30	0.26	0.26
	S&P 500 Index			n/a	-0.87	1.48	11.77	12.11	23.40	12.06	15.44	14.81	11.26	n/a	n/a
Multi-Asset
(AFMBX) American Balanced Fund® (F-3)Mutual Fund - Inception date: 7/26/1975	NAV	7/26/75	Multi-Asset	8.13	1.13	-0.25	8.34	10.67	18.35	8.98	10.37	10.46	10.83	0.25	0.25
	60%/40% S&P 500 Index/Bloomberg U.S. Aggregate Index			n/a	0.45	0.97	6.88	7.28	16.07	7.22	9.91	9.72	9.96	n/a	n/a
(FCETX) American Funds 2030 Target Date Retirement Fund® (F-3)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.81	1.03	-0.51	5.13	6.56	14.69	6.00	9.11	9.59	7.43	0.33	0.33
	S & P Target Date 2030 Index			n/a	0.19	-0.14	6.78	7.91	14.69	6.20	8.57	8.47	6.49	n/a	n/a
(FDFTX) American Funds 2035 Target Date Retirement Fund® (F-3)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	5.69	0.41	-0.72	5.89	7.33	16.38	6.73	10.40	10.49	8.08	0.34	0.34
	S & P Target Date 2035 Index			n/a	-0.18	-0.23	7.98	9.25	16.53	7.16	9.60	9.30	6.99	n/a	n/a
(FCGTX) American Funds 2040 Target Date Retirement Fund® (F-3)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	7.08	-0.52	-1.08	7.03	8.54	18.66	7.86	11.40	11.18	8.59	0.36	0.36
	S & P Target Date 2040 Index			n/a	-0.53	-0.31	9.13	10.54	18.20	8.09	10.45	9.97	7.43	n/a	n/a
(FCHTX) American Funds 2045 Target Date Retirement Fund® (F-3)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	7.73	-1.19	-1.42	7.56	9.11	19.44	8.17	11.71	11.40	8.74	0.37	0.37
	S & P Target Date 2045 Index			n/a	-0.82	-0.41	9.95	11.49	19.34	8.74	11.01	10.42	7.67	n/a	n/a
(DITFX) American Funds 2050 Target Date Retirement Fund® (F-3)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	7.79	-1.47	-1.51	7.58	9.06	19.60	8.11	11.78	11.45	8.79	0.37	0.37
	S & P Target Date 2050 Index			n/a	-0.86	-0.41	10.34	11.87	19.86	9.03	11.31	10.69	7.85	n/a	n/a
(FCJTX) American Funds 2055 Target Date Retirement Fund® (F-3)Mutual Fund - Inception date: 2/1/2010	NAV	2/1/10	Multi-Asset	7.77	-1.87	-1.72	7.54	8.92	19.81	8.10	11.79	11.45	11.07	0.38	0.38
	S & P Target Date 2055 Index			n/a	-0.97	-0.45	10.58	12.15	20.13	9.18	11.45	10.85	10.63	n/a	n/a
(FCKTX) American Funds 2060 Target Date Retirement Fund® (F-3)Mutual Fund - Inception date: 3/27/2015	NAV	3/27/15	Multi-Asset	7.69	-2.05	-1.79	7.50	8.83	19.86	8.09	11.76	—	10.42	0.39	0.39
	S & P Target Date 2060 Index			n/a	-1.02	-0.44	10.56	12.09	20.13	9.18	11.52	—	10.00	n/a	n/a
(DJTFX) American Funds® 2010 Target Date Retirement Income Fund (F-3)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.09	2.32	0.16	4.50	6.17	11.73	5.13	6.44	6.66	5.51	0.28	0.28
	S & P Target Date 2010 Index			n/a	0.95	0.08	3.92	4.67	10.74	4.17	5.77	5.70	4.93	n/a	n/a
(FDBTX) American Funds® 2015 Target Date Retirement Income Fund (F-3)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.20	2.13	0.07	4.67	6.23	12.16	5.20	6.80	7.15	5.81	0.30	0.30
	S & P Target Date 2015 Index			n/a	0.87	0.03	4.37	5.17	11.27	4.38	6.28	6.33	5.28	n/a	n/a
(FCCTX) American Funds® 2020 Target Date Retirement Income Fund (F-3)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.45	1.92	-0.13	4.80	6.39	12.85	5.46	7.30	7.77	6.14	0.30	0.30
	S & P Target Date 2020 Index			n/a	0.69	0.01	4.73	5.58	12.06	4.77	6.77	6.90	5.59	n/a	n/a
(FDDTX) American Funds® 2025 Target Date Retirement Income Fund (F-3)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.42	1.63	-0.30	4.79	6.29	13.24	5.39	8.02	8.67	6.73	0.31	0.31
	S & P Target Date 2025 Index			n/a	0.45	-0.06	5.62	6.60	13.04	5.31	7.61	7.65	6.02	n/a	n/a
(FCQTX) American Funds® 2065 Target Date Retirement Fund (F-3)Mutual Fund - Inception date: 3/27/2020	NAV	3/27/20	Multi-Asset	7.73	-2.08	-1.81	7.48	8.80	19.84	8.08	—	—	15.09	0.39	0.39
	S & P Target Date 2065+ Index			n/a	-1.14	-0.44	10.59	12.06	20.38	9.34	—	—	15.91	n/a	n/a
(FCBEX) American Funds® 2070 Target Date Retirement Fund (F-3)Mutual Fund - Inception date: 5/3/2024	NAV	5/3/24	Multi-Asset	7.67	-2.05	-1.77	7.51	8.89	—	—	—	—	15.23	0.39	0.39
	S & P Target Date 2065+ Index			n/a	-1.14	-0.44	10.59	12.06	—	—	—	—	16.07	n/a	n/a
(GFBLX) American Funds® Global Balanced Fund (F-3)Mutual Fund - Inception date: 2/1/2011	NAV	2/1/11	Multi-Asset	5.16	-0.19	-1.62	5.34	6.77	14.05	5.56	7.15	7.21	6.77	0.47	0.47
	Global Balanced Historical Benchmarks Index			n/a	-0.29	0.00	6.90	7.56	14.86	5.32	7.60	6.82	6.36	n/a	n/a
(FICWX) American Funds® Retirement Income Portfolio — Conservative (F-3)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	4.27	2.60	0.11	4.68	6.42	11.65	4.61	5.87	—	5.86	0.30	0.30
	S&P Target Date Retirement Income Index			n/a	0.98	0.08	3.78	4.50	10.52	4.01	5.22	—	5.10	n/a	n/a
(FIEWX) American Funds® Retirement Income Portfolio — Enhanced (F-3)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	7.56	1.46	-0.40	7.49	9.80	16.36	7.76	8.72	—	8.54	0.32	0.32
	S&P Target Date Retirement Income Index			n/a	0.98	0.08	3.78	4.50	10.52	4.01	5.22	—	5.10	n/a	n/a
(FIMWX) American Funds® Retirement Income Portfolio — Moderate (F-3)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	6.16	2.16	-0.08	6.38	8.63	14.28	6.42	7.40	—	7.29	0.31	0.31
	S&P Target Date Retirement Income Index			n/a	0.98	0.08	3.78	4.50	10.52	4.01	5.22	—	5.10	n/a	n/a
(CFIHX) Capital Income Builder® (F-3)Mutual Fund - Inception date: 7/30/1987	NAV	7/30/87	Multi-Asset	11.26	3.31	0.10	10.76	14.18	18.14	9.21	8.66	8.31	9.29	0.26	0.26
	70%/30% MSCI All Country World Index/Bloomberg U.S. Aggregate Index			n/a	-0.42	-0.03	7.73	8.66	17.13	7.07	9.20	8.33	7.48	n/a	n/a
(FIFAX) The Income Fund of America® (F-3)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Multi-Asset	10.00	4.12	1.08	9.69	13.30	16.89	8.63	9.17	9.26	10.90	0.26	0.26
	65%/35% S&P 500 Index/Bloomberg U.S. Aggregate Index			n/a	0.29	1.04	7.49	7.88	16.98	7.83	10.61	10.36	10.04	n/a	n/a
Fixed Income
(CFBFX) American Funds Corporate Bond Fund® (F-3)Mutual Fund - Inception date: 12/14/2012	NAV	12/14/12	Fixed Income	-2.20	2.10	-0.41	-1.41	-1.19	5.96	-0.45	2.35	—	2.93	0.32	0.32
	Bloomberg U.S. Corporate Investment Grade Index			n/a	2.16	-0.19	-1.02	-0.57	6.40	-0.09	2.34	—	2.64	n/a	n/a
(EBNGX) American Funds Emerging Markets Bond Fund® (F-3)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	—	4.29	0.54	0.54
	Emerging Markets Debt Historical Benchmarks Index			n/a	0.15	-1.49	0.32	2.23	9.07	2.28	2.69	—	3.04	n/a	n/a
(FILBX) American Funds Inflation Linked Bond Fund® (F-3)Mutual Fund - Inception date: 12/14/2012	NAV	12/14/12	Fixed Income	-1.80	3.05	0.74	0.53	0.32	4.88	0.06	2.44	—	1.93	0.29	0.29
	Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index			n/a	2.61	-0.03	0.44	0.21	4.90	0.29	2.45	—	1.70	n/a	n/a
(AFFMX) American Funds Mortgage Fund® (F-3)Mutual Fund - Inception date: 11/1/2010	NAV	11/1/10	Fixed Income	-2.56	3.13	-0.11	-1.10	-0.24	5.77	0.42	1.53	1.91	2.05	0.26	0.26
	Bloomberg U.S. Mortgage Backed Securities Index			n/a	3.07	0.11	-0.34	0.50	6.32	0.25	1.21	1.67	1.84	n/a	n/a
(CPAFX) American Funds® Core Plus Bond Fund (F-3)Mutual Fund - Inception date: 9/25/2025	NAV	9/25/25	Fixed Income	-2.15	2.11	-0.41	-1.11	-0.56	—	—	—	—	0.14	0.72	0.34
	Bloomberg U.S. Aggregate Index			n/a	2.44	0.15	-0.54	-0.07	—	—	—	—	0.69	n/a	n/a
(MIAZX) American Funds® Multi-Sector Income Fund (F-3)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	—	—	4.44	0.37	0.37
	Bloomberg U.S. Aggregate Index			n/a	2.44	0.15	-0.54	-0.07	5.45	-0.15	—	—	1.41	n/a	n/a
(ANBGX) American Funds® Strategic Bond Fund (F-3)Mutual Fund - Inception date: 3/18/2016	NAV	3/18/16	Fixed Income	-3.69	2.79	0.05	-2.15	-1.53	4.55	-0.94	2.13	—	2.38	0.31	0.31
	Bloomberg U.S. Aggregate Index			n/a	2.44	0.15	-0.54	-0.07	5.45	-0.15	1.46	—	1.61	n/a	n/a
(USGXX) American Funds® U.S. Government Money Market Fund (F-3)Mutual Fund - Inception date: 5/1/2009	NAV	5/1/09	Fixed Income	3.03	0.31	0.89	2.89	3.52	4.27	3.63	2.22	1.47	1.26	0.30	0.30
	USTREAS T-Bill Auction Ave 3 Mon			n/a	0.35	1.02	3.25	3.91	4.59	4.07	2.59	1.75	1.51	n/a	n/a
	7-Day SEC Yield:Gross: 3.67%Net: 3.67%As of 10/31/2026 (updated monthly)
(HIGFX) American High-Income Trust® (F-3)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	5.62	5.61	7.59	0.36	0.36
	Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index			n/a	0.30	-1.28	0.40	1.56	8.56	3.70	5.03	5.74	7.53	n/a	n/a
(WFBFX) Capital World Bond Fund® (F-3)Mutual Fund - Inception date: 8/4/1987	NAV	8/4/87	Fixed Income	-3.99	1.18	-1.45	-2.79	-2.19	4.46	-1.92	0.53	0.96	5.09	0.48	0.48
	Bloomberg Global Aggregate Index			n/a	1.41	-0.56	-1.30	-0.81	4.72	-1.54	0.47	0.61	4.72	n/a	n/a
(IFBFX) Intermediate Bond Fund of America® (F-3)Mutual Fund - Inception date: 2/19/1988	NAV	2/19/88	Fixed Income	-0.89	1.78	0.11	-0.08	0.70	5.16	1.47	2.06	1.96	4.36	0.25	0.25
	U.S. Intermediate-Term Fixed Income Custom Benchmark			n/a	1.80	0.22	0.28	1.09	5.22	1.30	1.72	1.70	4.52	n/a	n/a
(FSBTX) Short-Term Bond Fund of America® (F-3)Mutual Fund - Inception date: 10/2/2006	NAV	10/2/06	Fixed Income	0.69	1.01	0.41	1.07	1.86	4.47	2.31	2.05	1.65	1.98	0.29	0.29
	Bloomberg U.S. Government/Credit (1-3 years, ex BBB) Index			n/a	0.93	0.60	1.46	2.28	4.42	2.23	1.98	1.61	2.21	n/a	n/a
(BFFAX) The Bond Fund of America® (F-3)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	6.91	0.23	0.23
	Bloomberg U.S. Aggregate Index			n/a	2.44	0.15	-0.54	-0.07	5.45	-0.15	1.46	1.94	6.50	n/a	n/a
(USGFX) U.S. Government Securities Fund® (F-3)Mutual Fund - Inception date: 10/17/1985	NAV	10/17/85	Fixed Income	-2.62	3.03	0.24	-1.08	-0.52	5.09	-0.06	1.47	1.71	5.01	0.25	0.25
	Bloomberg U.S. Government/Mortgage-Backed Securities Index			n/a	2.59	0.28	-0.42	0.06	5.10	-0.25	1.05	1.47	5.32	n/a	n/a

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