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	5.02	2.12	0.26	7.22	13.02	18.48	8.49	13.06	13.58	12.00	0.33	0.33
	S&P 500 Index			n/a	2.72	1.68	13.14	20.38	21.04	12.79	15.37	15.14	10.76	n/a	n/a
(RDWGX) American Funds® Developing World Growth and Income Fund (R-6)Mutual Fund - Inception date: 2/3/2014	NAV	2/3/14	Equity	19.62	2.41	-0.10	19.52	31.48	20.51	6.44	7.95	—	6.12	0.78	0.78
	MSCI Emerging Markets Index			n/a	3.37	-1.22	24.08	39.25	23.23	8.18	9.29	—	7.57	n/a	n/a
(RGLGX) American Funds® Global Insight Fund (R-6)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	9.58	0.83	1.35	11.17	18.07	16.96	9.15	11.87	10.98	10.04	0.45	0.45
	MSCI World Index			n/a	2.58	2.36	13.10	20.37	20.11	11.21	13.01	11.83	10.82	n/a	n/a
(RIVGX) American Funds® International Vantage Fund (R-6)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	7.42	2.33	4.44	10.58	17.27	14.63	6.69	9.71	8.11	7.39	0.55	0.54
	MSCI EAFE (Europe, Australasia, Far East) Index			n/a	1.99	4.06	13.81	21.62	18.25	9.35	9.54	8.00	7.08	n/a	n/a
(RMFGX) American Mutual Fund® (R-6)Mutual Fund - Inception date: 2/21/1950	NAV	2/21/50	Equity	7.93	0.19	3.23	10.13	14.65	16.02	10.73	11.57	12.14	11.87	0.27	0.27
	S&P 500 Index			n/a	2.72	1.68	13.14	20.38	21.04	12.79	15.37	15.14	11.73	n/a	n/a
(RWIGX) Capital World Growth and Income Fund® (R-6)Mutual Fund - Inception date: 3/26/1993	NAV	3/26/93	Equity	15.65	2.06	0.90	16.57	26.07	21.32	11.33	12.26	11.39	11.20	0.41	0.41
	Capital World Growth and Income Fund Historical Benchmarks Index			n/a	2.67	1.92	14.31	22.35	20.48	10.88	12.58	11.22	8.49	n/a	n/a
(REFGX) Emerging Markets Equities Fund (R-6)Mutual Fund - Inception date: 5/30/1986	NAV	5/30/86	Equity	24.82	4.64	2.92	24.59	35.58	19.71	4.90	9.17	5.09	12.02	0.85	0.74
	MSCI Emerging Markets Index			n/a	3.37	-1.22	24.08	39.25	23.23	8.18	9.29	5.95	—	n/a	n/a
(RERGX) EUPAC Fund™ (R-6)Mutual Fund - Inception date: 4/16/1984	NAV	4/16/84	Equity	11.93	3.44	2.24	13.95	23.74	17.42	5.63	9.44	8.38	10.63	0.47	0.47
	EUPAC Fund Historical Benchmarks Index			n/a	2.57	2.32	17.01	27.35	20.22	9.37	9.64	7.49	8.56	n/a	n/a
(RFNGX) Fundamental Investors® (R-6)Mutual Fund - Inception date: 8/1/1978	NAV	8/1/78	Equity	13.39	1.13	-0.29	14.68	24.22	24.06	14.09	15.17	14.76	13.20	0.28	0.28
	S&P 500 Index			n/a	2.72	1.68	13.14	20.38	21.04	12.79	15.37	15.14	12.30	n/a	n/a
(RIGGX) International Growth and Income Fund (R-6)Mutual Fund - Inception date: 10/1/2008	NAV	10/1/08	Equity	13.67	2.32	2.12	15.58	25.71	19.74	9.61	10.02	8.12	8.47	0.53	0.53
	International Growth and Income Fund Historical Benchmarks Index			n/a	2.57	2.32	17.01	27.35	20.22	9.37	9.64	7.49	6.66	n/a	n/a
(RNPGX) New Perspective Fund® (R-6)Mutual Fund - Inception date: 3/13/1973	NAV	3/13/73	Equity	6.42	2.49	0.38	7.74	13.74	17.66	7.81	13.54	12.68	12.65	0.40	0.40
	New Perspective Fund Historical Benchmarks Index			n/a	2.67	1.92	14.31	22.35	20.48	10.88	12.58	11.21	9.03	n/a	n/a
(RNWGX) New World Fund® (R-6)Mutual Fund - Inception date: 6/17/1999	NAV	6/17/99	Equity	15.62	1.90	-0.09	16.24	26.35	18.59	6.84	10.71	8.34	8.92	0.57	0.57
	New Geography/New World Historical Benchmarks Index			n/a	3.37	-1.22	24.08	32.81	23.82	12.72	13.50	11.75	7.53	n/a	n/a
(RLLGX) SMALLCAP World Fund® (R-6)Mutual Fund - Inception date: 4/30/1990	NAV	4/30/90	Equity	11.36	2.79	0.56	13.66	17.33	12.57	1.38	9.98	10.19	9.88	0.65	0.65
	SMALLCAP World Fund Historical Benchmarks Index			n/a	3.76	1.68	16.90	22.39	17.11	7.24	10.19	9.91	9.14	n/a	n/a
(RGAGX) The Growth Fund of America® (R-6)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Equity	9.07	3.84	-0.29	9.85	15.13	22.92	10.88	15.98	15.49	14.21	0.29	0.29
	S&P 500 Index			n/a	2.72	1.68	13.14	20.38	21.04	12.79	15.37	15.14	11.70	n/a	n/a
(RICGX) The Investment Company of America® (R-6)Mutual Fund - Inception date: 1/1/1934	NAV	1/1/34	Equity	9.91	1.20	0.50	11.22	16.48	22.44	14.10	14.48	14.42	12.64	0.27	0.27
	S&P 500 Index			n/a	2.72	1.68	13.14	20.38	21.04	12.79	15.37	15.14	11.28	n/a	n/a
(RNGGX) The New Economy Fund® (R-6)Mutual Fund - Inception date: 12/1/1983	NAV	12/1/83	Equity	17.81	2.84	-2.68	18.92	36.22	27.87	12.06	15.96	15.34	12.40	0.40	0.40
	MSCI All Country World Index (ACWI)			n/a	2.67	1.92	14.31	22.35	20.48	10.88	12.58	11.14	10.02	n/a	n/a
(RWMGX) Washington Mutual Investors Fund (R-6)Mutual Fund - Inception date: 7/31/1952	NAV	7/31/52	Equity	7.49	0.79	3.91	10.05	14.74	18.34	12.41	13.71	13.72	12.31	0.26	0.26
	S&P 500 Index			n/a	2.72	1.68	13.14	20.38	21.04	12.79	15.37	15.14	11.30	n/a	n/a
Multi-Asset
(RLBGX) American Balanced Fund® (R-6)Mutual Fund - Inception date: 7/26/1975	NAV	7/26/75	Multi-Asset	8.20	1.14	0.19	9.84	17.53	16.90	9.39	10.44	10.73	10.90	0.25	0.25
	60%/40% S&P 500 Index/Bloomberg U.S. Aggregate Index			n/a	1.79	0.74	7.74	12.82	14.13	7.59	9.84	9.95	10.01	n/a	n/a
(RFETX) American Funds 2030 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	5.17	0.96	0.65	6.71	11.20	13.19	6.49	9.16	9.74	7.56	0.33	0.33
	S & P Target Date 2030 Index			n/a	1.56	0.92	8.59	13.47	13.13	6.63	8.60	8.67	6.64	n/a	n/a
(RFFTX) American Funds 2035 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	6.24	1.16	0.71	7.86	12.86	14.83	7.39	10.49	10.67	8.24	0.34	0.34
	S & P Target Date 2035 Index			n/a	1.79	1.23	10.17	15.65	14.85	7.70	9.66	9.52	7.17	n/a	n/a
(RFGTX) American Funds 2040 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	8.21	1.48	0.75	9.81	15.89	17.13	8.71	11.56	11.43	8.80	0.36	0.36
	S & P Target Date 2040 Index			n/a	2.00	1.45	11.67	17.78	16.44	8.72	10.53	10.22	7.62	n/a	n/a
(RFHTX) American Funds 2045 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	9.31	1.68	0.87	10.93	17.51	18.00	9.14	11.93	11.69	8.99	0.37	0.37
	S & P Target Date 2045 Index			n/a	2.17	1.66	12.79	19.33	17.54	9.45	11.11	10.69	7.88	n/a	n/a
(RFITX) American Funds 2050 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	9.52	1.77	0.84	11.16	17.76	18.21	9.12	12.02	11.75	9.04	0.37	0.37
	S & P Target Date 2050 Index			n/a	2.18	1.72	13.22	19.92	18.00	9.75	11.41	10.96	8.07	n/a	n/a
(RFKTX) American Funds 2055 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2010	NAV	2/1/10	Multi-Asset	9.85	1.82	0.69	11.41	18.20	18.47	9.17	12.06	11.76	11.42	0.38	0.38
	S & P Target Date 2055 Index			n/a	2.25	1.78	13.57	20.42	18.30	9.92	11.57	11.12	10.92	n/a	n/a
(RFUTX) American Funds 2060 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 3/27/2015	NAV	3/27/15	Multi-Asset	9.99	1.87	0.62	11.50	18.29	18.54	9.18	12.05	—	10.95	0.39	0.39
	S & P Target Date 2060 Index			n/a	2.28	1.80	13.58	20.42	18.30	9.93	11.64	—	10.42	n/a	n/a
(RFTTX) American Funds® 2010 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	3.50	0.70	0.94	5.05	8.49	10.48	5.29	6.43	6.78	5.59	0.28	0.28
	S & P Target Date 2010 Index			n/a	1.08	0.27	4.97	8.49	9.45	4.37	5.78	5.85	5.02	n/a	n/a
(RFJTX) American Funds® 2015 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	3.80	0.74	0.82	5.36	9.00	10.87	5.40	6.80	7.26	5.89	0.30	0.30
	S & P Target Date 2015 Index			n/a	1.15	0.40	5.53	9.24	9.94	4.64	6.28	6.49	5.39	n/a	n/a
(RRCTX) American Funds® 2020 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.22	0.74	0.80	5.76	9.68	11.53	5.72	7.32	7.89	6.23	0.30	0.30
	S & P Target Date 2020 Index			n/a	1.26	0.52	6.05	9.98	10.67	5.06	6.78	7.07	5.70	n/a	n/a
(RFDTX) American Funds® 2025 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.39	0.77	0.71	5.94	9.95	11.85	5.75	8.04	8.80	6.83	0.31	0.31
	S & P Target Date 2025 Index			n/a	1.42	0.68	7.18	11.58	11.64	5.68	7.63	7.83	6.15	n/a	n/a
(RFVTX) American Funds® 2065 Target Date Retirement Fund (R-6)Mutual Fund - Inception date: 3/27/2020	NAV	3/27/20	Multi-Asset	9.96	1.86	0.58	11.50	18.30	18.52	9.18	—	—	16.17	0.39	0.39
	S & P Target Date 2065+ Index			n/a	2.36	1.84	13.70	20.62	18.57	10.11	—	—	16.86	n/a	n/a
(RFBFX) American Funds® 2070 Target Date Retirement Fund (R-6)Mutual Fund - Inception date: 5/3/2024	NAV	5/3/24	Multi-Asset	9.99	1.91	0.63	11.54	18.34	—	—	—	—	18.27	0.39	0.39
	S & P Target Date 2065+ Index			n/a	2.36	1.84	13.70	20.62	—	—	—	—	18.72	n/a	n/a
(RGBGX) American Funds® Global Balanced Fund (R-6)Mutual Fund - Inception date: 2/1/2011	NAV	2/1/11	Multi-Asset	6.62	1.19	1.47	8.37	13.63	13.21	6.12	7.29	7.40	7.05	0.47	0.47
	Global Balanced Historical Benchmarks Index			n/a	1.64	0.94	8.65	13.88	13.19	5.59	7.61	6.93	6.54	n/a	n/a
(RTRPX) American Funds® Retirement Income Portfolio — Conservative (R-6)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	3.52	0.68	1.06	5.19	8.72	10.26	4.73	5.84	—	5.98	0.30	0.30
	S&P Target Date Retirement Income Index			n/a	1.06	0.26	4.80	8.27	9.24	4.18	5.24	—	5.28	n/a	n/a
(RVRPX) American Funds® Retirement Income Portfolio — Enhanced (R-6)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	7.37	1.05	1.48	9.10	14.55	15.04	8.22	8.73	—	8.80	0.32	0.32
	S&P Target Date Retirement Income Index			n/a	1.06	0.26	4.80	8.27	9.24	4.18	5.24	—	5.28	n/a	n/a
(RURPX) American Funds® Retirement Income Portfolio — Moderate (R-6)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	5.72	0.91	1.33	7.42	12.07	12.84	6.68	7.39	—	7.48	0.31	0.31
	S&P Target Date Retirement Income Index			n/a	1.06	0.26	4.80	8.27	9.24	4.18	5.24	—	5.28	n/a	n/a
(RIRGX) Capital Income Builder® (R-6)Mutual Fund - Inception date: 7/30/1987	NAV	7/30/87	Multi-Asset	9.07	0.56	3.34	11.28	16.56	16.30	9.37	8.49	8.35	9.32	0.26	0.26
	70%/30% MSCI All Country World Index/Bloomberg U.S. Aggregate Index			n/a	1.99	1.14	9.90	16.02	15.44	7.57	9.31	8.53	7.57	n/a	n/a
(RIDGX) The Income Fund of America® (R-6)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Multi-Asset	7.80	1.47	3.27	10.14	14.75	15.10	8.79	9.09	9.41	10.93	0.26	0.26
	65%/35% S&P 500 Index/Bloomberg U.S. Aggregate Index			n/a	1.91	0.86	8.42	13.76	14.99	8.24	10.54	10.61	10.09	n/a	n/a
Fixed Income
(RCBFX) American Funds Corporate Bond Fund® (R-6)Mutual Fund - Inception date: 12/14/2012	NAV	12/14/12	Fixed Income	-1.66	0.30	-1.30	-0.71	1.32	4.49	-0.42	2.33	—	2.96	0.32	0.32
	Bloomberg U.S. Corporate Investment Grade Index			n/a	0.43	-1.06	-0.40	1.94	5.00	-0.12	2.30	—	2.72	n/a	n/a
(REGGX) American Funds Emerging Markets Bond Fund® (R-6)Mutual Fund - Inception date: 4/22/2016	NAV	4/22/16	Fixed Income	2.36	0.78	1.12	3.17	7.20	8.53	3.28	4.27	—	4.58	0.54	0.54
	Emerging Markets Debt Historical Benchmarks Index			n/a	0.84	0.86	2.68	7.18	8.48	2.06	2.95	—	3.32	n/a	n/a
(RILFX) American Funds Inflation Linked Bond Fund® (R-6)Mutual Fund - Inception date: 12/14/2012	NAV	12/14/12	Fixed Income	-1.27	0.32	-1.35	0.11	0.71	4.02	-0.04	2.50	—	1.88	0.29	0.29
	Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index			n/a	0.04	-1.11	0.51	1.08	4.03	0.39	2.47	—	1.73	n/a	n/a
(RMAGX) American Funds Mortgage Fund® (R-6)Mutual Fund - Inception date: 11/1/2010	NAV	11/1/10	Fixed Income	-2.28	0.35	-0.90	-0.76	1.56	4.28	0.43	1.65	1.95	2.08	0.26	0.26
	Bloomberg U.S. Mortgage Backed Securities Index			n/a	0.52	-0.69	0.07	3.02	4.59	0.22	1.26	1.71	1.89	n/a	n/a
(AFPSX) American Funds® Core Plus Bond Fund (R-6)Mutual Fund - Inception date: 9/25/2025	NAV	9/25/25	Fixed Income	-1.45	0.40	-0.69	-0.30	—	—	—	—	—	0.97	0.61	0.34
	Bloomberg U.S. Aggregate Index			n/a	0.39	-0.68	-0.31	—	—	—	—	—	0.99	n/a	n/a
(RMDUX) American Funds® Multi-Sector Income Fund (R-6)Mutual Fund - Inception date: 3/22/2019	NAV	3/22/19	Fixed Income	0.45	0.64	-0.34	1.34	3.40	7.50	2.85	—	—	4.78	0.37	0.37
	Bloomberg U.S. Aggregate Index			n/a	0.39	-0.68	-0.31	1.89	4.08	-0.29	—	—	1.47	n/a	n/a
(RANGX) American Funds® Strategic Bond Fund (R-6)Mutual Fund - Inception date: 3/18/2016	NAV	3/18/16	Fixed Income	-3.25	0.45	-1.16	-1.76	-0.21	3.11	-1.10	2.21	—	2.46	0.31	0.31
	Bloomberg U.S. Aggregate Index			n/a	0.39	-0.68	-0.31	1.89	4.08	-0.29	1.40	—	1.65	n/a	n/a
(RAFXX) American Funds® U.S. Government Money Market Fund (R-6)Mutual Fund - Inception date: 5/1/2009	NAV	5/1/09	Fixed Income	2.46	0.29	0.86	2.28	3.57	4.36	3.51	2.17	1.44	1.25	0.30	0.30
	USTREAS T-Bill Auction Ave 3 Mon			n/a	0.32	0.96	2.54	3.88	4.67	3.92	2.52	1.70	1.49	n/a	n/a
	7-Day SEC Yield:Gross: 3.43%Net: 3.43%As of 8/31/2026 (updated monthly)
(RITGX) American High-Income Trust® (R-6)Mutual Fund - Inception date: 2/19/1988	NAV	2/19/88	Fixed Income	1.63	0.69	0.11	2.44	4.62	8.99	4.92	5.97	5.88	7.64	0.36	0.36
	Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index			n/a	0.97	0.99	2.69	4.88	8.51	4.13	5.38	6.08	7.63	n/a	n/a
(RCWGX) Capital World Bond Fund® (R-6)Mutual Fund - Inception date: 8/4/1987	NAV	8/4/87	Fixed Income	-2.09	0.44	-0.82	-0.93	-0.02	3.59	-2.03	0.57	0.98	5.12	0.48	0.48
	Bloomberg Global Aggregate Index			n/a	0.45	-0.79	-0.30	0.60	3.62	-1.74	0.34	0.61	4.77	n/a	n/a
(RBOGX) Intermediate Bond Fund of America® (R-6)Mutual Fund - Inception date: 2/19/1988	NAV	2/19/88	Fixed Income	-1.00	0.19	-0.30	0.08	1.66	4.68	1.42	2.13	1.98	4.37	0.25	0.25
	U.S. Intermediate-Term Fixed Income Custom Benchmark			n/a	0.27	-0.12	0.34	2.18	4.57	1.12	1.71	1.70	4.55	n/a	n/a
(RMMGX) Short-Term Bond Fund of America® (R-6)Mutual Fund - Inception date: 10/2/2006	NAV	10/2/06	Fixed Income	0.25	0.23	0.29	0.89	2.30	4.54	2.23	2.08	1.63	1.99	0.29	0.29
	Bloomberg U.S. Government/Credit (1-3 years, ex BBB) Index			n/a	0.25	0.46	1.10	2.59	4.40	2.07	1.95	1.59	2.21	n/a	n/a
(RBFGX) The Bond Fund of America® (R-6)Mutual Fund - Inception date: 5/28/1974	NAV	5/28/74	Fixed Income	-1.54	0.38	-0.74	-0.42	1.60	4.24	-0.06	1.96	2.50	6.93	0.23	0.23
	Bloomberg U.S. Aggregate Index			n/a	0.39	-0.68	-0.31	1.89	4.08	-0.29	1.40	2.01	6.53	n/a	n/a
(RGVGX) U.S. Government Securities Fund® (R-6)Mutual Fund - Inception date: 10/17/1985	NAV	10/17/85	Fixed Income	-2.50	0.31	-0.89	-1.00	0.84	3.79	-0.12	1.51	1.79	5.04	0.25	0.25
	Bloomberg U.S. Government/Mortgage-Backed Securities Index			n/a	0.38	-0.58	-0.32	1.84	3.70	-0.41	0.99	1.51	5.34	n/a	n/a

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Product discovery, Returns