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	6.61	-1.42	-0.11	5.70	8.83	20.16	8.94	12.84	14.04	11.96	0.33	0.33
	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
(RDWGX) American Funds® Developing World Growth and Income Fund (R-6)Mutual Fund - Inception date: 2/3/2014	NAV	2/3/14	Equity	13.74	-0.10	0.76	19.40	23.56	21.90	6.95	7.80	—	6.08	0.78	0.78
	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
(RGLGX) American Funds® Global Insight Fund (R-6)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	8.99	-1.14	-1.55	9.90	13.29	18.41	9.74	11.67	11.63	9.90	0.45	0.45
	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
(RIVGX) American Funds® International Vantage Fund (R-6)Mutual Fund - Inception date: 4/1/2011	NAV	4/1/11	Equity	5.89	-3.13	0.09	7.12	10.69	15.65	6.82	9.19	8.71	7.13	0.55	0.54
	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
(RMFGX) American Mutual Fund® (R-6)Mutual Fund - Inception date: 2/21/1950	NAV	2/21/50	Equity	10.34	-2.88	-1.91	6.96	8.82	16.26	10.83	11.26	12.30	11.81	0.27	0.27
	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
(RWIGX) Capital World Growth and Income Fund® (R-6)Mutual Fund - Inception date: 3/26/1993	NAV	3/26/93	Equity	13.58	-1.29	-0.17	15.07	20.17	22.57	12.00	12.05	12.01	11.12	0.41	0.41
	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
(REFGX) Emerging Markets Equities Fund (R-6)Mutual Fund - Inception date: 5/30/1986	NAV	5/30/86	Equity	19.41	0.28	2.71	24.94	28.23	21.44	5.38	8.95	6.33	12.00	0.85	0.74
	MSCI Emerging Markets Index			n/a	-0.56	-0.37	23.38	29.22	24.09	8.94	9.09	7.03	—	n/a	n/a
(RERGX) EUPAC Fund™ (R-6)Mutual Fund - Inception date: 4/16/1984	NAV	4/16/84	Equity	7.54	-2.73	-0.39	10.84	15.96	18.41	5.93	9.01	9.04	10.54	0.47	0.47
	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
(RFNGX) Fundamental Investors® (R-6)Mutual Fund - Inception date: 8/1/1978	NAV	8/1/78	Equity	14.49	-1.29	-1.47	13.20	18.25	25.47	14.87	14.94	15.37	13.14	0.28	0.28
	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
(RIGGX) International Growth and Income Fund (R-6)Mutual Fund - Inception date: 10/1/2008	NAV	10/1/08	Equity	10.55	-2.50	0.25	12.69	19.21	20.14	10.00	9.54	8.70	8.28	0.53	0.53
	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
(RNPGX) New Perspective Fund® (R-6)Mutual Fund - Inception date: 3/13/1973	NAV	3/13/73	Equity	6.30	-0.71	-0.16	6.98	9.64	19.32	8.63	13.35	13.34	12.61	0.40	0.40
	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
(RNWGX) New World Fund® (R-6)Mutual Fund - Inception date: 6/17/1999	NAV	6/17/99	Equity	10.68	-1.06	-1.40	15.00	19.89	19.87	7.57	10.51	9.23	8.85	0.57	0.57
	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
(RLLGX) SMALLCAP World Fund® (R-6)Mutual Fund - Inception date: 4/30/1990	NAV	4/30/90	Equity	9.19	-2.10	-5.36	11.27	13.97	14.01	1.80	9.51	10.99	9.79	0.65	0.65
	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
(RGAGX) The Growth Fund of America® (R-6)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Equity	10.49	0.15	0.39	10.02	11.95	24.94	11.69	15.83	16.21	14.19	0.29	0.29
	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
(RICGX) The Investment Company of America® (R-6)Mutual Fund - Inception date: 1/1/1934	NAV	1/1/34	Equity	10.75	-1.02	0.20	10.09	12.65	23.79	14.72	14.30	14.89	12.62	0.27	0.27
	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
(RNGGX) The New Economy Fund® (R-6)Mutual Fund - Inception date: 12/1/1983	NAV	12/1/83	Equity	17.03	-0.46	-4.51	18.38	28.28	29.92	12.87	15.79	16.09	12.36	0.40	0.40
	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
(RWMGX) Washington Mutual Investors Fund (R-6)Mutual Fund - Inception date: 7/31/1952	NAV	7/31/52	Equity	9.62	-3.39	-1.07	6.31	8.76	18.42	12.50	13.35	13.87	12.24	0.26	0.26
	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
(RLBGX) American Balanced Fund® (R-6)Mutual Fund - Inception date: 7/26/1975	NAV	7/26/75	Multi-Asset	8.68	-2.45	-2.80	7.15	11.35	17.32	9.55	10.16	10.93	10.83	0.25	0.25
	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
(RFETX) American Funds 2030 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	5.33	-2.45	-1.96	4.10	6.54	13.60	6.57	8.82	10.12	7.40	0.33	0.33
	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
(RFFTX) American Funds 2035 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	6.48	-2.25	-1.77	5.43	8.14	15.45	7.60	10.17	11.08	8.08	0.34	0.34
	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
(RFGTX) American Funds 2040 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	8.30	-2.01	-1.62	7.61	10.81	17.99	9.04	11.26	11.86	8.65	0.36	0.36
	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
(RFHTX) American Funds 2045 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	9.26	-1.87	-1.54	8.85	12.32	18.97	9.53	11.64	12.13	8.85	0.37	0.37
	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
(RFITX) American Funds 2050 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	9.48	-1.78	-1.52	9.18	12.63	19.25	9.55	11.75	12.20	8.90	0.37	0.37
	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
(RFKTX) American Funds 2055 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 2/1/2010	NAV	2/1/10	Multi-Asset	9.69	-1.67	-1.55	9.56	13.07	19.58	9.63	11.79	12.23	11.25	0.38	0.38
	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
(RFUTX) American Funds 2060 Target Date Retirement Fund® (R-6)Mutual Fund - Inception date: 3/27/2015	NAV	3/27/15	Multi-Asset	9.75	-1.57	-1.53	9.75	13.27	19.69	9.65	11.79	—	10.71	0.39	0.39
	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
(RFTTX) American Funds® 2010 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	3.67	-2.79	-1.96	2.12	4.15	10.40	5.08	6.09	6.83	5.41	0.28	0.28
	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
(RFJTX) American Funds® 2015 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	3.96	-2.73	-2.00	2.48	4.55	10.86	5.25	6.46	7.39	5.72	0.30	0.30
	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
(RRCTX) American Funds® 2020 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.36	-2.72	-2.07	2.88	5.06	11.59	5.59	6.97	8.09	6.05	0.30	0.30
	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
(RFDTX) American Funds® 2025 Target Date Retirement Income Fund (R-6)Mutual Fund - Inception date: 2/1/2007	NAV	2/1/07	Multi-Asset	4.52	-2.69	-2.12	3.09	5.30	12.05	5.68	7.69	9.11	6.65	0.31	0.31
	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
(RFVTX) American Funds® 2065 Target Date Retirement Fund (R-6)Mutual Fund - Inception date: 3/27/2020	NAV	3/27/20	Multi-Asset	9.76	-1.56	-1.56	9.76	13.28	19.68	9.66	—	—	15.68	0.39	0.39
	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
(RFBFX) American Funds® 2070 Target Date Retirement Fund (R-6)Mutual Fund - Inception date: 5/3/2024	NAV	5/3/24	Multi-Asset	9.76	-1.60	-1.53	9.76	13.34	—	—	—	—	16.81	0.39	0.39
	S & P Target Date 2065+ Index			n/a	-1.62	0.54	11.86	15.24	—	—	—	—	17.23	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	6.67	-2.59	-0.50	5.56	8.56	13.60	6.15	6.97	7.65	6.83	0.47	0.47
	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
(RTRPX) American Funds® Retirement Income Portfolio — Conservative (R-6)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	3.63	-3.08	-2.19	1.94	3.96	10.13	4.47	5.47	—	5.63	0.30	0.30
	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
(RVRPX) American Funds® Retirement Income Portfolio — Enhanced (R-6)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	7.27	-2.91	-1.46	5.93	9.04	15.14	8.17	8.39	—	8.44	0.32	0.32
	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
(RURPX) American Funds® Retirement Income Portfolio — Moderate (R-6)Mutual Fund - Inception date: 8/28/2015	NAV	8/28/15	Multi-Asset	5.70	-3.07	-1.92	4.13	6.86	12.85	6.52	7.03	—	7.12	0.31	0.31
	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
(RIRGX) Capital Income Builder® (R-6)Mutual Fund - Inception date: 7/30/1987	NAV	7/30/87	Multi-Asset	9.06	-3.65	-0.73	7.23	10.60	16.14	9.25	8.04	8.44	9.20	0.26	0.26
	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
(RIDGX) The Income Fund of America® (R-6)Mutual Fund - Inception date: 12/1/1973	NAV	12/1/73	Multi-Asset	8.04	-4.32	-0.71	5.38	8.29	14.61	8.47	8.60	9.42	10.82	0.26	0.26
	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
(RCBFX) American Funds Corporate Bond Fund® (R-6)Mutual Fund - Inception date: 12/14/2012	NAV	12/14/12	Fixed Income	-2.27	-2.75	-4.17	-3.44	-2.86	4.55	-0.80	2.04	—	2.74	0.32	0.32
	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
(REGGX) American Funds Emerging Markets Bond Fund® (R-6)Mutual Fund - Inception date: 4/22/2016	NAV	4/22/16	Fixed Income	1.72	-2.43	-2.09	0.67	3.15	8.70	3.20	3.92	—	4.30	0.54	0.54
	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
(RILFX) American Funds Inflation Linked Bond Fund® (R-6)Mutual Fund - Inception date: 12/14/2012	NAV	12/14/12	Fixed Income	-1.06	-2.64	-3.15	-2.54	-2.45	3.63	-0.52	2.12	—	1.67	0.29	0.29
	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
(RMAGX) American Funds Mortgage Fund® (R-6)Mutual Fund - Inception date: 11/1/2010	NAV	11/1/10	Fixed Income	-2.55	-3.37	-4.35	-4.10	-2.68	4.04	-0.19	1.22	1.69	1.85	0.26	0.26
	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
(AFPSX) American Funds® Core Plus Bond Fund (R-6)Mutual Fund - Inception date: 9/25/2025	NAV	9/25/25	Fixed Income	-2.06	-2.84	-3.76	-3.13	-2.09	—	—	—	—	-1.87	0.61	0.34
	Bloomberg U.S. Aggregate Index			n/a	-2.61	-3.51	-2.91	-1.84	—	—	—	—	-1.62	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	-0.61	-2.62	-2.94	-1.32	-0.15	7.20	2.38	—	—	4.36	0.37	0.37
	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
(RANGX) American Funds® Strategic Bond Fund (R-6)Mutual Fund - Inception date: 3/18/2016	NAV	3/18/16	Fixed Income	-3.14	-3.09	-3.95	-4.79	-3.89	2.96	-1.78	1.86	—	2.13	0.31	0.31
	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
(RAFXX) American Funds® U.S. Government Money Market Fund (R-6)Mutual Fund - Inception date: 5/1/2009	NAV	5/1/09	Fixed Income	2.73	0.29	0.87	2.58	3.54	4.31	3.57	2.20	1.46	1.26	0.30	0.30
	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: 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	0.45	-2.33	-2.21	0.05	1.42	8.56	4.33	5.65	5.97	7.55	0.36	0.36
	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
(RCWGX) Capital World Bond Fund® (R-6)Mutual Fund - Inception date: 8/4/1987	NAV	8/4/87	Fixed Income	-2.91	-3.02	-3.15	-3.92	-3.62	3.69	-2.28	0.20	1.03	5.03	0.48	0.48
	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
(RBOGX) Intermediate Bond Fund of America® (R-6)Mutual Fund - Inception date: 2/19/1988	NAV	2/19/88	Fixed Income	-0.92	-1.90	-2.23	-1.83	-0.63	4.35	1.08	1.88	1.86	4.31	0.25	0.25
	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
(RMMGX) Short-Term Bond Fund of America® (R-6)Mutual Fund - Inception date: 10/2/2006	NAV	10/2/06	Fixed Income	0.56	-0.82	-0.56	0.06	1.20	4.25	2.07	1.97	1.58	1.94	0.29	0.29
	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
(RBFGX) The Bond Fund of America® (R-6)Mutual Fund - Inception date: 5/28/1974	NAV	5/28/74	Fixed Income	-1.92	-2.69	-3.60	-3.10	-2.02	4.14	-0.46	1.67	2.31	6.86	0.23	0.23
	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
(RGVGX) U.S. Government Securities Fund® (R-6)Mutual Fund - Inception date: 10/17/1985	NAV	10/17/85	Fixed Income	-2.54	-3.01	-3.99	-3.98	-2.85	3.58	-0.65	1.14	1.49	4.95	0.25	0.25
	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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