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Returns

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Mutual Funds

50 Mutual Funds

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Settings: Share Class R6, Returns Quarterly at NAV

YTD Returns at NAV (%)
1,2
 		Average Annual Total Returns at NAV (%)
As of 12/31/2024 		Expense Ratio (%)
3
Fund Name Daily
As of 3/28/2025 		Month-End
As of 2/28/2025 		1 yr.
3 yr.
5 yr.
10 yr.
15 yr.
Fund Lifetime
2
 Max Sales Charge (%) Gross Net
Equity
AMCAP Fund® RAFGX
-6.40 0.75 21.52 4.50 11.51 11.28 12.70
11.92
5/01/1967
 -- 0.34 0.34
S&P 500 Index
N/A 25.02 25.02 8.94 14.53 13.10 13.88 10.54 N/A N/A N/A
American Funds® Developing World Growth and Income Fund RDWGX
5.52 3.03 4.04 -3.66 0.16 2.19 --
2.51
2/03/2014
 -- 0.77 0.77
MSCI Emerging Markets Index
N/A 7.50 7.50 -1.92 1.70 3.64 3.01 3.85 N/A N/A N/A
American Funds® Global Insight Fund RGLGX
0.98 4.49 10.44 3.54 7.96 8.89 --
8.84
4/01/2011
 -- 0.45 0.45
MSCI World Index
N/A 18.67 18.67 6.34 11.17 9.95 10.03 9.68 N/A N/A N/A
American Funds® International Vantage Fund RIVGX
8.03 8.03 1.36 -0.66 4.54 6.11 --
5.61
4/01/2011
 -- 0.54 0.54
MSCI EAFE (Europe, Australasia, Far East) Index
N/A 3.82 3.82 1.65 4.73 5.20 5.24 4.88 N/A N/A N/A
American Mutual Fund® RMFGX
1.66 5.36 15.30 6.63 9.81 9.69 11.13
11.78
2/21/1950
 -- 0.27 0.27
S&P 500 Index
N/A 25.02 25.02 8.94 14.53 13.10 13.88 11.59 N/A N/A N/A
Capital World Growth and Income Fund® RWIGX
0.21 3.62 14.27 4.75 8.91 8.57 8.85
10.50
3/26/1993
 -- 0.41 0.41
MSCI All Country World Index (ACWI)
N/A 17.49 17.49 5.44 10.06 9.23 9.21 7.96 N/A N/A N/A
Emerging Markets Growth Fund, Inc. REFGX
4.61 2.23 2.56 -5.88 0.07 3.33 2.00
11.15
5/30/1986
 -- 0.74 0.74
MSCI Emerging Markets IMI Index (linked)
N/A 7.09 7.09 -1.39 2.51 3.90 3.24 9.01 N/A N/A N/A
EuroPacific Growth Fund® RERGX
3.83 5.68 5.04 -1.97 3.95 5.66 5.79
10.05
4/16/1984
 -- 0.47 0.47
MSCI All Country World Index (ACWI) ex USA
N/A 5.53 5.53 0.82 4.10 4.80 4.68 8.05 N/A N/A N/A
Fundamental Investors® RFNGX
-3.25 1.94 23.44 9.22 13.04 12.36 12.83
12.83
8/01/1978
 -- 0.28 0.28
S&P 500 Index
N/A 25.02 25.02 8.94 14.53 13.10 13.88 12.07 N/A N/A N/A
The Growth Fund of America® RGAGX
-6.16 1.25 28.84 7.22 15.33 14.03 13.98
14.09
12/01/1973
 -- 0.30 0.30
S&P 500 Index
N/A 25.02 25.02 8.94 14.53 13.10 13.88 11.47 N/A N/A N/A
International Growth and Income Fund RIGGX
8.43 6.64 3.69 0.60 3.94 4.72 5.39
6.41
10/01/2008
 -- 0.54 0.54
MSCI All Country World Index (ACWI) ex USA
N/A 5.53 5.53 0.82 4.10 4.80 4.68 4.87 N/A N/A N/A
The Investment Company of America® RICGX
-3.22 2.41 25.33 11.03 14.54 12.16 12.66
12.52
1/01/1934
 -- 0.27 0.27
S&P 500 Index
N/A 25.02 25.02 8.94 14.53 13.10 13.88 11.14 N/A N/A N/A
The New Economy Fund® RNGGX
-5.33 1.33 24.08 4.29 11.27 11.58 12.76
11.72
12/01/1983
 -- 0.41 0.41
MSCI All Country World Index (ACWI)
N/A 17.49 17.49 5.44 10.06 9.23 9.21 9.56 N/A N/A N/A
New Perspective Fund® RNPGX
-1.46 3.41 17.16 2.90 11.48 11.47 11.26
12.50
3/13/1973
 -- 0.41 0.41
MSCI All Country World Index (ACWI)
N/A 17.49 17.49 5.44 10.06 9.23 9.21 8.85 N/A N/A N/A
New World Fund® RNWGX
2.36 2.38 6.88 -0.94 5.07 6.57 6.19
7.82
6/17/1999
 -- 0.57 0.57
MSCI All Country World Index (ACWI)
N/A 17.49 17.49 5.44 10.06 9.23 9.21 6.10 N/A N/A N/A
SMALLCAP World Fund® RLLGX
-5.56 -2.10 2.71 -4.82 5.65 8.10 9.34
9.54
4/30/1990
 -- 0.65 0.65
MSCI All Country World Small Cap Index
N/A 7.66 7.66 0.76 6.68 7.26 8.69 7.94 N/A N/A N/A
Washington Mutual Investors Fund RWMGX
-0.34 4.12 19.33 8.81 12.41 11.69 12.86
12.21
7/31/1952
 -- 0.26 0.26
S&P 500 Index
N/A 25.02 25.02 8.94 14.53 13.10 13.88 11.14 N/A N/A N/A
Multi-Asset
American Funds® 2070 Target Date Retirement Fund RFBFX
-1.84 2.30 -- -- -- -- --
9.69
5/03/2024
 -- 0.39 0.39
S&P Target Date 2065+ Index
N/A 14.83 14.83 4.97 -- -- -- 9.15 N/A N/A N/A
American Funds® 2065 Target Date Retirement Fund RFVTX
-1.83 2.29 15.64 4.14 -- -- --
15.03
3/27/2020
 -- 0.39 0.39
S&P Target Date 2065+ Index
N/A 14.83 14.83 4.97 -- -- -- 15.59 N/A N/A N/A
American Funds 2060 Target Date Retirement Fund® RFUTX
-1.79 2.34 15.60 4.14 9.59 -- --
9.55
3/27/2015
 -- 0.39 0.39
S&P Target Date 2060 Index
N/A 14.44 14.44 4.80 9.14 -- -- -- N/A N/A N/A
American Funds 2055 Target Date Retirement Fund® RFKTX
-1.66 2.42 15.58 4.15 9.60 9.57 --
10.56
2/01/2010
 -- 0.39 0.39
S&P Target Date 2055 Index
N/A 14.32 14.32 4.74 9.11 8.84 -- -- N/A N/A N/A
American Funds 2050 Target Date Retirement Fund® RFITX
-1.34 2.63 15.43 4.20 9.64 9.60 10.33
8.15
2/01/2007
 -- 0.37 0.37
S&P Target Date 2050 Index
N/A 14.30 14.30 4.72 9.06 8.77 -- -- N/A N/A N/A
American Funds 2045 Target Date Retirement Fund® RFHTX
-1.04 2.78 15.17 4.23 9.60 9.52 10.28
8.11
2/01/2007
 -- 0.37 0.37
S&P Target Date 2045 Index
N/A 13.58 13.58 4.43 8.75 8.54 9.36 -- N/A N/A N/A
American Funds 2040 Target Date Retirement Fund® RFGTX
-0.78 2.82 14.79 4.14 9.40 9.35 10.16
8.02
2/01/2007
 -- 0.36 0.36
S&P Target Date 2040 Index
N/A 12.87 12.87 4.04 8.27 8.19 9.06 -- N/A N/A N/A
American Funds 2035 Target Date Retirement Fund® RFFTX
0.21 3.10 12.73 3.35 8.43 8.71 9.70
7.63
2/01/2007
 -- 0.34 0.34
S&P Target Date 2035 Index
N/A 11.38 11.38 3.37 7.44 7.60 8.56 -- N/A N/A N/A
American Funds 2030 Target Date Retirement Fund® RFETX
0.81 3.18 10.86 2.77 7.18 7.63 8.97
7.03
2/01/2007
 -- 0.33 0.33
S&P Target Date 2030 Index
N/A 9.90 9.90 2.77 6.46 6.87 7.92 -- N/A N/A N/A
American Funds 2025 Target Date Retirement Fund® RFDTX
1.78 3.42 9.34 2.22 6.23 6.68 8.17
6.34
2/01/2007
 -- 0.31 0.31
S&P Target Date 2025 Index
N/A 8.44 8.44 2.10 5.55 6.14 7.26 -- N/A N/A N/A
American Funds 2020 Target Date Retirement Fund® RRCTX
2.08 3.57 8.94 2.31 5.63 6.00 7.32
5.71
2/01/2007
 -- 0.30 0.30
S&P Target Date 2020 Index
N/A 8.09 8.09 1.91 4.88 5.52 6.65 -- N/A N/A N/A
American Funds 2015 Target Date Retirement Fund® RFJTX
2.20 3.43 8.50 2.19 5.29 5.57 6.76
5.41
2/01/2007
 -- 0.30 0.30
S&P Target Date 2015 Index
N/A 7.25 7.25 1.62 4.56 5.11 6.13 -- N/A N/A N/A
American Funds 2010 Target Date Retirement Fund® RFTTX
2.50 3.62 8.16 2.21 4.99 5.24 6.37
5.11
2/01/2007
 -- 0.29 0.29
S&P Target Date 2010 Index
N/A 6.74 6.74 1.55 4.17 4.66 5.53 -- N/A N/A N/A
American Balanced Fund® RLBGX
-0.50 2.71 15.30 5.15 8.47 8.47 9.81
10.70
7/26/1975
 -- 0.25 0.25
60%/40% S&P 500 Index/Bloomberg U.S. Aggregate Index
N/A 15.04 15.04 4.46 8.67 8.52 9.40 9.92 N/A N/A N/A
American Funds® Global Balanced Fund RGBGX
1.72 3.71 6.89 1.62 4.96 5.25 --
6.07
2/01/2011
 -- 0.47 0.47
60%/40% MSCI All Country World Index/Bloomberg Global Aggregate Index
N/A 9.49 9.49 1.47 5.32 5.72 6.05 5.65 N/A N/A N/A
Capital Income Builder® RIRGX
4.86 5.68 10.61 4.05 6.13 5.87 6.97
8.90
7/30/1987
 -- 0.27 0.27
70%/30% MSCI All Country World Index/Bloomberg U.S. Aggregate Index
N/A 12.43 12.43 3.16 7.09 7.02 7.34 7.19 N/A N/A N/A
The Income Fund of America® RIDGX
4.33 5.48 11.22 4.05 6.91 7.03 8.49
10.73
12/01/1973
 -- 0.27 0.27
65%/35% S&P 500 Index/Bloomberg U.S. Aggregate Index
N/A 16.26 16.26 5.03 9.41 9.10 9.97 9.97 N/A N/A N/A
American Funds® Retirement Income Portfolio — Conservative RTRPX
3.07 3.94 7.09 1.19 4.17 -- --
5.07
8/28/2015
 -- 0.30 0.30
S&P Target Date Retirement Income Index
N/A 6.54 6.54 1.45 3.62 4.14 4.87 4.48 N/A N/A N/A
American Funds® Retirement Income Portfolio — Enhanced RVRPX
1.83 3.86 11.97 3.94 6.86 -- --
7.55
8/28/2015
 -- 0.32 0.32
S&P Target Date Retirement Income Index
N/A 6.54 6.54 1.45 3.62 4.14 4.87 4.48 N/A N/A N/A
American Funds® Retirement Income Portfolio — Moderate RURPX
2.63 4.08 9.45 2.65 5.57 -- --
6.34
8/28/2015
 -- 0.31 0.31
S&P Target Date Retirement Income Index
N/A 6.54 6.54 1.45 3.62 4.14 4.87 4.48 N/A N/A N/A
Fixed Income
American Funds Corporate Bond Fund® RCBFX
2.09 2.48 2.09 -2.43 0.70 2.81 --
2.86
12/14/2012
 -- 0.32 0.31
Bloomberg U.S. Corporate Investment Grade Index
N/A 2.13 2.13 -2.27 0.30 2.43 3.77 2.50 N/A N/A N/A
American Funds Emerging Markets Bond Fund® REGGX
3.43 2.97 0.68 0.31 1.01 -- --
3.30
4/22/2016
 -- 0.54 0.54
J.P. Morgan Index Blend - 50% JPM EMBI Global Diversified & 50% JPM GBI-EM Global Diversified
N/A 2.01 2.01 -0.90 -0.84 1.83 -- 1.93 N/A N/A N/A
American Funds Inflation Linked Bond Fund® RILFX
4.04 3.39 2.20 -2.79 1.93 2.27 --
1.55
12/14/2012
 -- 0.29 0.29
Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index
N/A 1.84 1.84 -2.30 1.87 2.24 2.86 1.35 N/A N/A N/A
American Funds Mortgage Fund® RMAGX
3.25 3.12 0.98 -1.76 0.24 1.34 --
1.77
11/01/2010
 -- 0.31 0.26
Bloomberg U.S. Mortgage Backed Securities Index
N/A 1.20 1.20 -2.13 -0.74 0.91 1.84 1.52 N/A N/A N/A
American Funds® Multi-Sector Income Fund RMDUX
1.53 2.21 6.99 1.59 3.70 -- --
4.53
3/22/2019
 -- 0.37 0.37
Bloomberg U.S. Aggregate Index
N/A 1.25 1.25 -2.41 -0.33 1.35 2.37 0.72 N/A N/A N/A
American Funds® Strategic Bond Fund RANGX
3.67 3.23 -0.20 -3.79 0.95 -- --
2.16
3/18/2016
 -- 0.31 0.31
Bloomberg U.S. Aggregate Index
N/A 1.25 1.25 -2.41 -0.33 1.35 2.37 1.19 N/A N/A N/A
American Funds® U.S. Government Money Market Fund RAFXX
0.97 0.66 5.01 3.75 2.29 1.54 1.02
0.98
5/01/2009
 -- 0.31 0.31
7-Day SEC yield (gross/net):
4.02%/4.02%
as of 02/28/2025 (updated monthly)
USTREAS T-Bill Auction Ave 3 Mon
N/A 5.28 5.28 4.26 2.63 1.86 1.26 1.21 N/A N/A N/A
American High-Income Trust® RITGX
1.33 2.07 9.86 4.05 5.64 5.38 6.19
7.69
2/19/1988
 -- 0.32 0.32
Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index
N/A 8.19 8.19 2.92 4.20 5.16 6.42 7.67 N/A N/A N/A
The Bond Fund of America® RBFGX
2.64 2.73 1.51 -2.22 0.64 1.88 2.90
7.02
5/28/1974
 -- 0.25 0.24
Bloomberg U.S. Aggregate Index
N/A 1.25 1.25 -2.41 -0.33 1.35 2.37 6.60 N/A N/A N/A
Capital World Bond Fund® RCWGX
3.07 2.43 -2.80 -5.02 -2.06 0.25 1.32
5.14
8/04/1987
 -- 0.48 0.48
Bloomberg Global Aggregate Index
N/A -1.69 -1.69 -4.52 -1.96 0.15 0.98 4.78 N/A N/A N/A
Intermediate Bond Fund of America® RBOGX
2.52 2.17 3.30 0.16 1.50 1.77 2.08
4.37
2/19/1988
 -- 0.28 0.25
Bloomberg U.S. Government/Credit (1-7 years, ex BBB) Index
N/A 3.15 3.15 0.25 0.93 1.51 1.87 4.56 N/A N/A N/A
Short-Term Bond Fund of America® RMMGX
1.69 1.34 4.71 1.79 1.74 1.66 1.45
1.83
10/02/2006
 -- 0.29 0.29
Bloomberg U.S. Government/Credit (1-3 years, ex BBB) Index
N/A 4.21 4.21 1.57 1.49 1.52 1.45 2.06 N/A N/A N/A
U.S. Government Securities Fund® RGVGX
3.23 2.95 1.03 -2.34 0.37 1.32 2.12
5.08
10/17/1985
 -- 0.29 0.25
Bloomberg U.S. Government/Mortgage-Backed Securities Index
N/A 0.83 0.83 -2.55 -0.67 0.88 1.81 5.35 N/A N/A N/A
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