Participant fee disclosure
American Funds has compiled investment costs and results in a spreadsheet, which may be used to help create fee disclosure documents for retirement plan participants. The spreadsheet includes American Funds fees and expenses, results and benchmark comparisons and is updated on a quarterly basis. Use the tabs at the bottom of the spreadsheet and scroll through the pages to find the information for your plan’s share class.
You can find the most recent month- and quarter-end investment results and expenses on the prices and returns page.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Investors should carefully consider investment objectives, risks, charges and expenses.
This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
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This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.