Product Discovery - Returns

	Type	Inception date	Asset class
				Cumulative total returns at NAV (%)					Average annual total returns at NAV (%)					Expense ratio (%)
Equity
(RAFBX) AMCAP Fund® (R-2)Mutual Fund - Inception date: 5/1/1967	NAV	5/1/67	Equity	3.94	-1.51	-0.37	4.83	7.64	18.86	7.76	11.61	12.80	10.68	1.43	1.43
	S&P 500 Index			n/a	-0.35	2.30	12.75	15.74	22.89	13.79	15.33	15.68	10.74	n/a	n/a
(RDWBX) American Funds® Developing World Growth and Income Fund (R-2)Mutual Fund - Inception date: 2/3/2014	NAV	2/3/14	Equity	10.67	-0.24	0.44	18.41	22.25	20.55	5.77	6.63	—	4.91	1.86	1.86
	MSCI Emerging Markets Index			n/a	-0.56	-0.37	23.38	29.22	24.09	8.94	9.09	—	7.47	n/a	n/a
(RGLBX) American Funds® Global Insight Fund (R-2)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	7.66	-1.20	-1.77	9.02	12.06	17.15	8.59	10.57	10.49	8.77	1.53	1.53
	MSCI World Index			n/a	-1.19	1.88	11.75	15.24	21.40	11.89	12.81	12.42	10.68	n/a	n/a
(RIVDX) American Funds® International Vantage Fund (R-2)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	4.88	-3.21	-0.14	6.29	9.55	14.46	5.72	8.15	7.62	6.05	1.61	1.60
	MSCI EAFE (Europe, Australasia, Far East) Index			n/a	-3.05	0.81	10.33	15.69	18.40	9.32	9.07	8.50	6.83	n/a	n/a
(RMFBX) American Mutual Fund® (R-2)Mutual Fund - Inception date: 2/21/1950	NAV	2/21/50	Equity	10.19	-2.97	-2.19	6.09	7.63	15.00	9.63	10.05	11.08	10.56	1.35	1.35
	S&P 500 Index			n/a	-0.35	2.30	12.75	15.74	22.89	13.79	15.33	15.68	11.71	n/a	n/a
(RWIBX) Capital World Growth and Income Fund® (R-2)Mutual Fund - Inception date: 3/26/1993	NAV	3/26/93	Equity	11.88	-1.39	-0.44	14.13	18.86	21.24	10.78	10.83	10.79	9.90	1.51	1.51
	Capital World Growth and Income Fund Historical Benchmarks Index			n/a	-1.11	1.60	13.03	16.75	21.73	11.57	12.38	11.81	8.43	n/a	n/a
(RERBX) EUPAC Fund™ (R-2)Mutual Fund - Inception date: 4/16/1984	NAV	4/16/84	Equity	5.73	-2.82	-0.64	9.97	14.71	17.13	4.78	7.82	7.86	9.35	1.57	1.57
	EUPAC Fund Historical Benchmarks Index			n/a	-2.38	0.48	14.22	20.00	20.54	9.55	9.25	8.17	8.48	n/a	n/a
(RFNBX) Fundamental Investors® (R-2)Mutual Fund - Inception date: 8/1/1978	NAV	8/1/78	Equity	12.65	-1.37	-1.74	12.30	16.98	24.12	13.62	13.68	14.12	11.91	1.37	1.37
	S&P 500 Index			n/a	-0.35	2.30	12.75	15.74	22.89	13.79	15.33	15.68	12.27	n/a	n/a
(RIGBX) International Growth and Income Fund (R-2)Mutual Fund - Inception date: 10/1/2008	NAV	10/1/08	Equity	9.23	-2.59	-0.02	11.80	17.95	18.83	8.80	8.35	7.50	7.08	1.62	1.62
	International Growth and Income Fund Historical Benchmarks Index			n/a	-2.38	0.48	14.22	20.00	20.54	9.55	9.25	8.17	6.49	n/a	n/a
(RNPBX) New Perspective Fund® (R-2)Mutual Fund - Inception date: 3/13/1973	NAV	3/13/73	Equity	5.02	-0.79	-0.42	6.11	8.47	18.03	7.45	12.12	12.11	11.38	1.49	1.49
	New Perspective Fund Historical Benchmarks Index			n/a	-1.11	1.60	13.03	16.75	21.73	11.57	12.38	11.79	9.00	n/a	n/a
(RNWBX) New World Fund® (R-2)Mutual Fund - Inception date: 6/17/1999	NAV	6/17/99	Equity	7.33	-1.15	-1.66	14.07	18.59	18.56	6.39	9.31	8.02	7.64	1.66	1.66
	New Geography/New World Historical Benchmarks Index			n/a	-0.56	-0.37	23.38	27.45	25.34	13.54	13.37	12.45	7.49	n/a	n/a
(RSLBX) SMALLCAP World Fund® (R-2)Mutual Fund - Inception date: 4/30/1990	NAV	4/30/90	Equity	7.80	-2.19	-5.63	10.36	12.74	12.77	0.68	8.31	9.76	8.56	1.74	1.74
	SMALLCAP World Fund Historical Benchmarks Index			n/a	-3.83	-3.17	12.43	15.42	17.51	7.06	9.60	10.54	9.00	n/a	n/a
(RGABX) The Growth Fund of America® (R-2)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Equity	7.68	0.05	0.12	9.11	10.73	23.58	10.48	14.57	14.96	12.97	1.38	1.38
	S&P 500 Index			n/a	-0.35	2.30	12.75	15.74	22.89	13.79	15.33	15.68	11.67	n/a	n/a
(RICBX) The Investment Company of America® (R-2)Mutual Fund - Inception date: 1/1/1934	NAV	1/1/34	Equity	8.86	-1.11	-0.07	9.20	11.44	22.45	13.47	13.05	13.64	11.38	1.36	1.36
	S&P 500 Index			n/a	-0.35	2.30	12.75	15.74	22.89	13.79	15.33	15.68	11.26	n/a	n/a
(RNGBX) The New Economy Fund® (R-2)Mutual Fund - Inception date: 12/1/1983	NAV	12/1/83	Equity	15.36	-0.54	-4.76	17.44	26.92	28.52	11.65	14.52	14.82	11.12	1.49	1.49
	MSCI All Country World Index (ACWI)			n/a	-1.11	1.60	13.03	16.75	21.73	11.57	12.38	11.79	9.97	n/a	n/a
(RWMBX) Washington Mutual Investors Fund (R-2)Mutual Fund - Inception date: 7/31/1952	NAV	7/31/52	Equity	9.20	-3.47	-1.33	5.46	7.60	17.14	11.29	12.12	12.65	11.05	1.35	1.35
	S&P 500 Index			n/a	-0.35	2.30	12.75	15.74	22.89	13.79	15.33	15.68	11.29	n/a	n/a
Multi-Asset
(RLBBX) American Balanced Fund® (R-2)Mutual Fund - Inception date: 7/26/1975	NAV	7/26/75	Multi-Asset	8.22	-2.54	-3.07	6.28	10.14	16.05	8.37	8.97	9.74	9.65	1.33	1.33
	60%/40% S&P 500 Index/Bloomberg U.S. Aggregate Index			n/a	-1.25	-0.05	6.39	8.56	15.16	8.01	9.71	10.15	9.97	n/a	n/a
(RBETX) American Funds 2030 Target Date Retirement Fund® (R-2)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.52	-2.55	-2.24	3.25	5.35	12.36	5.40	7.63	8.94	6.25	1.42	1.42
	S & P Target Date 2030 Index			n/a	-1.86	-0.82	6.57	9.01	13.70	6.82	8.36	9.09	6.51	n/a	n/a
(RBFTX) American Funds 2035 Target Date Retirement Fund® (R-2)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	5.53	-2.35	-2.04	4.59	6.93	14.19	6.42	8.96	9.89	6.93	1.43	1.43
	S & P Target Date 2035 Index			n/a	-1.80	-0.44	8.18	10.92	15.57	7.98	9.42	9.99	7.04	n/a	n/a
(RBKTX) American Funds 2040 Target Date Retirement Fund® (R-2)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	7.10	-2.10	-1.90	6.74	9.60	16.70	7.85	10.04	10.66	7.49	1.45	1.45
	S & P Target Date 2040 Index			n/a	-1.74	-0.08	9.72	12.77	17.28	9.08	10.30	10.72	7.49	n/a	n/a
(RBHTX) American Funds 2045 Target Date Retirement Fund® (R-2)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	7.90	-1.97	-1.81	7.98	11.08	17.67	8.33	10.42	10.92	7.69	1.46	1.46
	S & P Target Date 2045 Index			n/a	-1.71	0.19	10.86	14.14	18.47	9.85	10.88	11.21	7.75	n/a	n/a
(RBITX) American Funds 2050 Target Date Retirement Fund® (R-2)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	8.03	-1.87	-1.79	8.29	11.41	17.93	8.35	10.52	11.00	7.74	1.46	1.46
	S & P Target Date 2050 Index			n/a	-1.70	0.22	11.30	14.62	18.97	10.17	11.18	11.50	7.94	n/a	n/a
(RBMTX) American Funds 2055 Target Date Retirement Fund® (R-2)Mutual Fund - Inception date: 2/1/2010	NAV	2/1/10	Multi-Asset	8.12	-1.73	-1.79	8.67	11.87	18.29	8.44	10.57	11.03	10.06	1.47	1.47
	S & P Target Date 2055 Index			n/a	-1.69	0.33	11.65	15.06	19.27	10.35	11.33	11.66	10.75	n/a	n/a
(RBNTX) American Funds 2060 Target Date Retirement Fund® (R-2)Mutual Fund - Inception date: 3/27/2015	NAV	3/27/15	Multi-Asset	8.13	-1.69	-1.82	8.83	12.02	18.38	8.46	10.57	—	9.52	1.48	1.48
	S & P Target Date 2060 Index			n/a	-1.66	0.39	11.69	15.07	19.29	10.37	11.41	—	10.18	n/a	n/a
(RBATX) American Funds® 2010 Target Date Retirement Income Fund (R-2)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	3.31	-2.86	-2.24	1.33	3.01	9.18	3.94	4.92	5.69	4.28	1.37	1.37
	S & P Target Date 2010 Index			n/a	-1.93	-1.54	2.94	4.70	9.72	4.33	5.55	6.00	4.90	n/a	n/a
(RBJTX) American Funds® 2015 Target Date Retirement Income Fund (R-2)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	3.56	-2.87	-2.28	1.66	3.44	9.65	4.10	5.30	6.23	4.59	1.39	1.39
	S & P Target Date 2015 Index			n/a	-1.95	-1.51	3.47	5.31	10.25	4.64	6.04	6.71	5.26	n/a	n/a
(RBCTX) American Funds® 2020 Target Date Retirement Income Fund (R-2)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	3.82	-2.88	-2.34	2.02	3.93	10.37	4.44	5.79	6.93	4.92	1.39	1.39
	S & P Target Date 2020 Index			n/a	-1.92	-1.33	4.01	5.96	11.04	5.12	6.54	7.37	5.57	n/a	n/a
(RBDTX) American Funds® 2025 Target Date Retirement Income Fund (R-2)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	3.90	-2.79	-2.38	2.24	4.17	10.81	4.53	6.51	7.94	5.51	1.40	1.40
	S & P Target Date 2025 Index			n/a	-1.90	-1.11	5.14	7.34	12.06	5.79	7.39	8.20	6.02	n/a	n/a
(RBOTX) American Funds® 2065 Target Date Retirement Fund (R-2)Mutual Fund - Inception date: 3/27/2020	NAV	3/27/20	Multi-Asset	8.10	-1.69	-1.83	8.81	12.05	18.37	8.45	—	—	14.42	1.48	1.48
	S & P Target Date 2065+ Index			n/a	-1.62	0.54	11.86	15.24	19.59	10.56	—	—	16.34	n/a	n/a
(RAABX) American Funds® 2070 Target Date Retirement Fund (R-2)Mutual Fund - Inception date: 5/3/2024	NAV	5/3/24	Multi-Asset	8.12	-1.69	-1.76	8.82	12.08	—	—	—	—	15.58	1.50	1.50
	S & P Target Date 2065+ Index			n/a	-1.62	0.54	11.86	15.24	—	—	—	—	17.23	n/a	n/a
(RGBBX) American Funds® Global Balanced Fund (R-2)Mutual Fund - Inception date: 2/1/2011	NAV	2/1/11	Multi-Asset	5.06	-2.66	-0.76	4.71	7.41	12.40	5.02	5.83	6.50	5.69	1.55	1.55
	Global Balanced Historical Benchmarks Index			n/a	-1.32	-0.06	7.21	9.67	14.09	6.00	7.40	7.32	6.42	n/a	n/a
(RDRPX) American Funds® Retirement Income Portfolio — Conservative (R-2)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	3.35	-3.17	-2.43	1.20	3.00	9.04	3.44	4.49	—	4.71	1.27	1.27
	S&P Target Date Retirement Income Index			n/a	-1.93	-1.58	2.77	4.49	9.50	4.09	5.01	—	5.05	n/a	n/a
(RFRPX) American Funds® Retirement Income Portfolio — Enhanced (R-2)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	6.87	-3.02	-1.75	5.18	8.03	14.17	7.25	7.48	—	7.57	1.14	1.14
	S&P Target Date Retirement Income Index			n/a	-1.93	-1.58	2.77	4.49	9.50	4.09	5.01	—	5.05	n/a	n/a
(RERPX) American Funds® Retirement Income Portfolio — Moderate (R-2)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	5.41	-3.18	-2.16	3.39	5.84	11.80	5.57	6.09	—	6.27	1.24	1.24
	S&P Target Date Retirement Income Index			n/a	-1.93	-1.58	2.77	4.49	9.50	4.09	5.01	—	5.05	n/a	n/a
(RIRBX) Capital Income Builder® (R-2)Mutual Fund - Inception date: 7/30/1987	NAV	7/30/87	Multi-Asset	8.98	-3.74	-1.00	6.36	9.40	14.88	8.06	6.86	7.27	8.01	1.35	1.35
	70%/30% MSCI All Country World Index/Bloomberg U.S. Aggregate Index			n/a	-1.56	0.05	8.18	11.03	16.27	7.92	9.09	8.89	7.51	n/a	n/a
(RIDBX) The Income Fund of America® (R-2)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Multi-Asset	8.02	-4.45	-1.00	4.51	7.10	13.37	7.28	7.42	8.23	9.61	1.35	1.35
	65%/35% S&P 500 Index/Bloomberg U.S. Aggregate Index			n/a	-1.14	0.24	7.18	9.45	16.11	8.73	10.41	10.85	10.05	n/a	n/a
Fixed Income
(RCBBX) American Funds Corporate Bond Fund® (R-2)Mutual Fund - Inception date: 12/14/2012	NAV	12/14/12	Fixed Income	-2.53	-2.84	-4.43	-4.21	-3.89	3.43	-1.86	1.00	—	1.64	1.40	1.40
	Bloomberg U.S. Corporate Investment Grade Index			n/a	-2.72	-3.94	-3.11	-2.30	4.98	-0.46	2.04	—	2.50	n/a	n/a
(REGBX) American Funds Emerging Markets Bond Fund® (R-2)Mutual Fund - Inception date: 4/22/2016	NAV	4/22/16	Fixed Income	-0.18	-2.51	-2.35	-0.10	2.09	7.60	2.15	2.92	—	3.29	1.57	1.57
	Emerging Markets Debt Historical Benchmarks Index			n/a	-2.45	-2.00	0.17	3.08	8.67	2.12	2.57	—	3.05	n/a	n/a
(RILBX) American Funds Inflation Linked Bond Fund® (R-2)Mutual Fund - Inception date: 12/14/2012	NAV	12/14/12	Fixed Income	-0.87	-2.61	-3.35	-3.14	-3.42	2.56	-1.55	1.05	—	0.60	1.36	1.36
	Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index			n/a	-2.61	-3.24	-2.12	-1.99	3.75	0.00	2.15	—	1.52	n/a	n/a
(RMABX) American Funds Mortgage Fund® (R-2)Mutual Fund - Inception date: 11/1/2010	NAV	11/1/10	Fixed Income	-2.77	-3.50	-4.56	-4.86	-3.71	2.90	-1.28	0.11	0.58	0.75	1.35	1.35
	Bloomberg U.S. Mortgage Backed Securities Index			n/a	-3.38	-4.25	-3.31	-1.65	4.53	-0.39	0.88	1.47	1.66	n/a	n/a
(AFPMX) American Funds® Core Plus Bond Fund (R-2)Mutual Fund - Inception date: 9/25/2025	NAV	9/25/25	Fixed Income	-1.73	-2.89	-3.86	-3.27	-2.29	—	—	—	—	-2.07	1.65	1.38
	Bloomberg U.S. Aggregate Index			n/a	-2.61	-3.51	-2.91	-1.84	—	—	—	—	-1.62	n/a	n/a
(RMDOX) American Funds® Multi-Sector Income Fund (R-2)Mutual Fund - Inception date: 3/22/2019	NAV	3/22/19	Fixed Income	-1.07	-2.71	-3.19	-2.04	-1.11	6.20	1.42	—	—	3.45	1.48	1.48
	Bloomberg U.S. Aggregate Index			n/a	-2.61	-3.51	-2.91	-1.84	4.06	-0.64	—	—	1.10	n/a	n/a
(RANBX) American Funds® Strategic Bond Fund (R-2)Mutual Fund - Inception date: 3/18/2016	NAV	3/18/16	Fixed Income	-3.58	-3.14	-4.11	-5.57	-4.91	1.87	-2.80	0.83	—	1.12	1.35	1.35
	Bloomberg U.S. Aggregate Index			n/a	-2.61	-3.51	-2.91	-1.84	4.06	-0.64	1.14	—	1.39	n/a	n/a
(RABXX) American Funds® U.S. Government Money Market Fund (R-2)Mutual Fund - Inception date: 5/1/2009	NAV	5/1/09	Fixed Income	1.95	0.20	0.60	1.75	2.42	3.19	2.60	1.41	0.94	0.81	1.39	1.39
	USTREAS T-Bill Auction Ave 3 Mon			n/a	0.34	0.99	2.89	3.88	4.62	4.00	2.55	1.73	1.50	n/a	n/a
	7-Day SEC Yield:Gross: 2.47%Net: 2.47%As of 9/30/2026 (updated monthly)
(RITBX) American High-Income Trust® (R-2)Mutual Fund - Inception date: 2/19/1988	NAV	2/19/88	Fixed Income	-0.29	-2.42	-2.47	-0.75	0.34	7.40	3.20	4.50	4.80	6.38	1.45	1.45
	Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index			n/a	-2.52	-1.82	0.10	1.41	8.03	3.60	5.04	6.13	7.54	n/a	n/a
(RCWBX) Capital World Bond Fund® (R-2)Mutual Fund - Inception date: 8/4/1987	NAV	8/4/87	Fixed Income	-4.08	-3.15	-3.40	-4.77	-4.68	2.54	-3.35	-0.91	-0.11	3.89	1.58	1.58
	Bloomberg Global Aggregate Index			n/a	-2.38	-2.46	-2.67	-2.43	3.82	-1.86	0.05	0.61	4.70	n/a	n/a
(RBOBX) Intermediate Bond Fund of America® (R-2)Mutual Fund - Inception date: 2/19/1988	NAV	2/19/88	Fixed Income	-1.39	-1.99	-2.49	-2.61	-1.68	3.29	0.01	0.79	0.76	3.19	1.31	1.31
	U.S. Intermediate-Term Fixed Income Custom Benchmark			n/a	-1.82	-2.05	-1.49	-0.20	4.38	0.83	1.50	1.59	4.49	n/a	n/a
(RAMBX) Short-Term Bond Fund of America® (R-2)Mutual Fund - Inception date: 10/2/2006	NAV	10/2/06	Fixed Income	-0.08	-0.93	-0.85	-0.77	0.11	3.15	0.99	0.87	0.49	0.83	1.35	1.35
	Bloomberg U.S. Government/Credit (1-3 years, ex BBB) Index			n/a	-0.58	-0.18	0.52	1.67	4.21	1.97	1.88	1.56	2.17	n/a	n/a
(RBFBX) The Bond Fund of America® (R-2)Mutual Fund - Inception date: 5/28/1974	NAV	5/28/74	Fixed Income	-2.36	-2.78	-3.86	-3.88	-3.08	3.02	-1.54	0.56	1.20	5.69	1.32	1.32
	Bloomberg U.S. Aggregate Index			n/a	-2.61	-3.51	-2.91	-1.84	4.06	-0.64	1.14	1.78	6.47	n/a	n/a
(RGVBX) U.S. Government Securities Fund® (R-2)Mutual Fund - Inception date: 10/17/1985	NAV	10/17/85	Fixed Income	-2.78	-3.12	-4.20	-4.72	-3.86	2.47	-1.71	0.05	0.39	3.80	1.32	1.32
	Bloomberg U.S. Government/Mortgage-Backed Securities Index			n/a	-2.62	-3.43	-2.93	-1.78	3.68	-0.78	0.72	1.27	5.26	n/a	n/a

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Product discovery, Returns