American Funds Returns

American Funds Tax-Advantaged Growth and Income PortfolioSM has been renamed, effective 1/1/20, to American Funds Tax-Aware Conservative Growth and Income PortfolioSM.

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63 AMERICAN FUNDS Read important investment disclosures
Selected Asset Type(s): All Asset Types
Settings: Share Class F-2, Returns Monthly at NAV

Returns:
Fund Name YTD Returns at NAV (%) 
As of 04/16/2025
(updated daily)
 Average Annual Total Returns at NAV (%)
As of 03/31/2025 (updated monthly)
 Max Sales
Charge (%)		 Expense
Ratio (%) 
1 yr. 3 yr. 5 yr. 10 yr. 15 yr. Fund
Lifetime		 Gross   Net
             
 
 
      
Fund Name YTD Returns at NAV (%) 
As of 04/16/2025
(updated daily)
 Average Annual Total Returns at NAV (%)
As of 03/31/2025 (updated monthly)
 Max
Sales
Charge 
(%)		 Expense Ratio (%) 
Gross 
 Net
1 yr. 3 yr. 5 yr. 10 yr. 15 yr. Fund
Lifetime
AMCAP Fund® ‒ F-2  amcfx AMCAP Fund® ‒ F-2  amcfx -- 2.46 6.67 14.14 10.14 11.66
11.58
05/01/1967
 -- 0.45 0.45
American Funds® Global Insight Fund ‒ F-2  agvgx American Funds® Global Insight Fund ‒ F-2  agvgx -- 4.60 6.19 12.35 8.49 --
8.62
04/01/2011
 -- 0.54 0.54
American Funds® International Vantage Fund ‒ F-2  aivfx American Funds® International Vantage Fund ‒ F-2  aivfx -- 3.23 5.37 9.63 6.15 --
5.90
04/01/2011
 -- 0.64 0.64
EuroPacific Growth Fund® ‒ F-2  aepfx EuroPacific Growth Fund® ‒ F-2  aepfx -- 0.22 3.16 9.81 5.21 5.81
9.95
04/16/1984
 -- 0.57 0.57
The Growth Fund of America® ‒ F-2  gfffx The Growth Fund of America® ‒ F-2  gfffx -- 7.01 8.78 17.47 12.78 13.05
13.75
12/01/1973
 -- 0.40 0.40
The New Economy Fund® ‒ F-2  neffx The New Economy Fund® ‒ F-2  neffx -- 5.15 7.36 13.86 10.40 11.91
11.36
12/01/1983
 -- 0.52 0.52
New Perspective Fund® ‒ F-2  anwfx New Perspective Fund® ‒ F-2  anwfx -- 5.85 5.78 15.49 10.63 10.83
12.28
03/13/1973
 -- 0.52 0.52
New World Fund® ‒ F-2  nfffx New World Fund® ‒ F-2  nfffx -- 3.22 3.19 10.70 6.33 5.96
7.70
06/17/1999
 -- 0.68 0.68
SMALLCAP World Fund® ‒ F-2  smcfx SMALLCAP World Fund® ‒ F-2  smcfx -- -7.27 -1.65 9.58 6.69 8.25
9.14
04/30/1990
 -- 0.76 0.76
American Funds® Developing World Growth and Income Fund ‒ F-2  dwghx American Funds® Developing World Growth and Income Fund ‒ F-2  dwghx -- 5.74 3.11 7.23 2.63 --
2.78
02/03/2014
 -- 0.88 0.88
American Mutual Fund® ‒ F-2  amrfx American Mutual Fund® ‒ F-2  amrfx -- 10.18 7.36 14.74 9.82 10.96
11.64
02/21/1950
 -- 0.38 0.38
Capital World Growth and Income Fund® ‒ F-2  wgifx Capital World Growth and Income Fund® ‒ F-2  wgifx -- 5.41 7.37 13.85 8.16 8.72
10.30
03/26/1993
 -- 0.52 0.52
Fundamental Investors® ‒ F-2  finfx Fundamental Investors® ‒ F-2  finfx -- 7.03 10.09 17.58 11.70 12.16
12.55
08/01/1978
 -- 0.38 0.38
International Growth and Income Fund ‒ F-2  igffx International Growth and Income Fund ‒ F-2  igffx -- 5.13 6.16 11.78 5.18 5.74
6.66
10/01/2008
 -- 0.65 0.65
The Investment Company of America® ‒ F-2  icafx The Investment Company of America® ‒ F-2  icafx -- 9.98 11.58 18.64 11.64 12.07
12.32
01/01/1934
 -- 0.37 0.37
Washington Mutual Investors Fund ‒ F-2  wmffx Washington Mutual Investors Fund ‒ F-2  wmffx -- 9.58 9.53 17.94 11.57 12.48
12.07
07/31/1952
 -- 0.37 0.37
Capital Income Builder® ‒ F-2  caifx Capital Income Builder® ‒ F-2  caifx -- 11.94 6.33 10.74 6.22 7.14
8.87
07/30/1987
 -- 0.38 0.38
The Income Fund of America® ‒ F-2  amefx The Income Fund of America® ‒ F-2  amefx -- 11.45 6.01 11.65 7.31 8.49
10.67
12/01/1973
 -- 0.37 0.37
American Balanced Fund® ‒ F-2  ambfx American Balanced Fund® ‒ F-2  ambfx -- 8.25 6.41 11.02 8.25 9.38
10.53
07/26/1975
 -- 0.35 0.35
American Funds® Global Balanced Fund ‒ F-2  gblfx American Funds® Global Balanced Fund ‒ F-2  gblfx -- 4.89 3.99 8.27 5.26 --
5.99
02/01/2011
 -- 0.58 0.58
American Funds Corporate Bond Fund® ‒ F-2  bfcgx American Funds Corporate Bond Fund® ‒ F-2  bfcgx -- 4.91 0.67 0.99 2.67 --
2.89
12/14/2012
 -- 0.44 0.43
American Funds Emerging Markets Bond Fund® ‒ F-2  ebnfx American Funds Emerging Markets Bond Fund® ‒ F-2  ebnfx -- 3.98 4.67 4.76 -- --
3.52
04/22/2016
 -- 0.65 0.65
American Funds Inflation Linked Bond Fund® ‒ F-2  bfigx American Funds Inflation Linked Bond Fund® ‒ F-2  bfigx -- 6.83 -0.66 1.88 2.44 --
1.76
12/14/2012
 -- 0.40 0.40
American Funds Mortgage Fund® ‒ F-2  mfafx American Funds Mortgage Fund® ‒ F-2  mfafx -- 5.43 0.55 -0.08 1.44 --
1.86
11/01/2010
 -- 0.42 0.37
American Funds® Multi-Sector Income Fund ‒ F-2  miayx American Funds® Multi-Sector Income Fund ‒ F-2  miayx -- 6.75 3.80 5.31 -- --
4.54
03/22/2019
 -- 0.48 0.48
American Funds® Strategic Bond Fund ‒ F-2  anbfx American Funds® Strategic Bond Fund ‒ F-2  anbfx -- 5.63 -1.53 0.09 -- --
2.44
03/18/2016
 -- 0.42 0.42
American High-Income Trust® ‒ F-2  ahifx American High-Income Trust® ‒ F-2  ahifx -- 8.45 5.56 8.70 5.12 5.83
7.57
02/19/1988
 -- 0.43 0.43
The Bond Fund of America® ‒ F-2  abnfx The Bond Fund of America® ‒ F-2  abnfx -- 5.07 0.44 0.34 1.89 2.82
6.93
05/28/1974
 -- 0.36 0.35
Capital World Bond Fund® ‒ F-2  bfwfx Capital World Bond Fund® ‒ F-2  bfwfx -- 2.34 -1.43 -1.05 0.49 1.32
5.10
08/04/1987
 -- 0.60 0.60
Intermediate Bond Fund of America® ‒ F-2  ibafx Intermediate Bond Fund of America® ‒ F-2  ibafx -- 6.07 2.07 1.23 1.80 2.06
4.32
02/19/1988
 -- 0.39 0.36
Short-Term Bond Fund of America® ‒ F-2  sbffx Short-Term Bond Fund of America® ‒ F-2  sbffx -- 5.73 2.95 1.58 1.66 1.42
1.80
10/02/2006
 -- 0.40 0.40
U.S. Government Securities Fund® ‒ F-2  gvtfx U.S. Government Securities Fund® ‒ F-2  gvtfx -- 5.48 -0.14 -0.59 1.38 2.14
5.03
10/17/1985
 -- 0.39 0.35
American Funds Short-Term Tax-Exempt Bond Fund® ‒ F-2  astfx American Funds Short-Term Tax-Exempt Bond Fund® ‒ F-2  astfx -- 3.53 2.31 1.33 1.29 1.36
1.39
08/07/2009
 -- 0.32 0.31
American Funds Tax-Exempt Fund of New York® ‒ F-2  nyafx American Funds Tax-Exempt Fund of New York® ‒ F-2  nyafx -- 1.12 1.31 1.14 1.89 --
2.82
11/01/2010
 -- 0.48 0.42
American High-Income Municipal Bond Fund® ‒ F-2  ahmfx American High-Income Municipal Bond Fund® ‒ F-2  ahmfx -- 4.87 2.83 3.42 3.63 4.92
5.18
09/26/1994
 -- 0.43 0.43
Limited Term Tax-Exempt Bond Fund of America® ‒ F-2  ltefx Limited Term Tax-Exempt Bond Fund of America® ‒ F-2  ltefx -- 3.04 2.23 1.45 1.68 2.35
3.55
10/06/1993
 -- 0.37 0.37
The Tax-Exempt Bond Fund of America® ‒ F-2  teafx The Tax-Exempt Bond Fund of America® ‒ F-2  teafx -- 2.27 1.73 1.42 2.27 3.36
5.86
10/03/1979
 -- 0.35 0.35
The Tax-Exempt Fund of California® ‒ F-2  tefex The Tax-Exempt Fund of California® ‒ F-2  tefex -- 2.16 1.72 1.41 2.23 3.63
4.96
10/28/1986
 -- 0.38 0.38
American Funds® U.S. Government Money Market Fund ‒ F-2  afgxx 7-Day SEC Yield (Gross/Net): 3.97%/3.97%
as of 03/31/2025 (updated monthly) 		American Funds® U.S. Government Money Market Fund ‒ F-2  afgxx 7-Day SEC Yield (Gross/Net): 3.97%/3.97%
as of 03/31/2025 (updated monthly) 		-- 4.66 4.03 2.40 1.59 1.06
1.00
05/01/2009
 -- 0.38 0.38
American Funds® Global Growth Portfolio ‒ F-2  pgwfx American Funds® Global Growth Portfolio ‒ F-2  pgwfx -- 3.16 5.35 13.37 8.61 --
10.39
05/18/2012
 -- 0.55 0.55
American Funds® Growth Portfolio ‒ F-2  gwpex American Funds® Growth Portfolio ‒ F-2  gwpex -- 3.94 6.75 14.87 9.86 --
11.78
05/18/2012
 -- 0.47 0.47
American Funds® Growth and Income Portfolio ‒ F-2  gaiex American Funds® Growth and Income Portfolio ‒ F-2  gaiex -- 6.79 6.76 12.93 8.53 --
9.86
05/18/2012
 -- 0.44 0.44
American Funds® Moderate Growth and Income Portfolio ‒ F-2  blpex American Funds® Moderate Growth and Income Portfolio ‒ F-2  blpex -- 6.71 5.31 10.48 7.30 --
8.61
05/18/2012
 -- 0.45 0.45
American Funds® Conservative Growth and Income Portfolio ‒ F-2  inpex American Funds® Conservative Growth and Income Portfolio ‒ F-2  inpex -- 8.55 5.09 9.05 6.08 --
6.97
05/18/2012
 -- 0.40 0.40
American Funds® Tax-Aware Conservative Growth and Income Portfolio ‒ F-2  txifx American Funds® Tax-Aware Conservative Growth and Income Portfolio ‒ F-2  txifx -- 6.56 5.62 9.00 6.54 --
7.65
05/18/2012
 -- 0.43 0.43
American Funds® Preservation Portfolio ‒ F-2  ppefx American Funds® Preservation Portfolio ‒ F-2  ppefx -- 6.02 2.39 1.40 1.77 --
1.67
05/18/2012
 -- 0.38 0.38
American Funds® Tax-Exempt Preservation Portfolio ‒ F-2  txefx American Funds® Tax-Exempt Preservation Portfolio ‒ F-2  txefx -- 3.18 2.22 1.38 1.63 --
1.87
05/18/2012
 -- 0.37 0.37
American Funds® Retirement Income Portfolio - Enhanced ‒ F-2  fgfwx American Funds® Retirement Income Portfolio - Enhanced ‒ F-2  fgfwx -- 8.83 5.83 10.42 -- --
7.49
08/28/2015
 -- 0.42 0.42
American Funds® Retirement Income Portfolio - Moderate ‒ F-2  fhfwx American Funds® Retirement Income Portfolio - Moderate ‒ F-2  fhfwx -- 8.75 4.66 8.34 -- --
6.42
08/28/2015
 -- 0.40 0.40
American Funds® Retirement Income Portfolio - Conservative ‒ F-2  fdfwx American Funds® Retirement Income Portfolio - Conservative ‒ F-2  fdfwx -- 8.26 3.31 6.09 -- --
5.21
08/28/2015
 -- 0.40 0.40
American Funds® 2070 Target Date Retirement Fund ‒ F-2  fbajx American Funds® 2070 Target Date Retirement Fund ‒ F-2  fbajx -- -- -- -- -- --
7.45
05/03/2024
 -- 0.45 0.45
American Funds® 2065 Target Date Retirement Fund ‒ F-2  fbmtx American Funds® 2065 Target Date Retirement Fund ‒ F-2  fbmtx -- 5.07 6.27 13.43 -- --
13.71
03/27/2020
 -- 0.48 0.48
American Funds 2060 Target Date Retirement Fund® ‒ F-2  fbktx American Funds 2060 Target Date Retirement Fund® ‒ F-2  fbktx -- 5.08 6.27 13.38 8.99 --
8.99
03/27/2015
 -- 0.48 0.48
American Funds 2055 Target Date Retirement Fund® ‒ F-2  fbjtx American Funds 2055 Target Date Retirement Fund® ‒ F-2  fbjtx -- 5.19 6.29 13.42 9.03 9.84
10.15
02/01/2010
 -- 0.48 0.48
American Funds 2050 Target Date Retirement Fund® ‒ F-2  fbitx American Funds 2050 Target Date Retirement Fund® ‒ F-2  fbitx -- 5.62 6.33 13.55 9.09 9.86
7.84
02/01/2007
 -- 0.46 0.46
American Funds 2045 Target Date Retirement Fund® ‒ F-2  fbhtx American Funds 2045 Target Date Retirement Fund® ‒ F-2  fbhtx -- 5.83 6.34 13.50 9.05 9.84
7.82
02/01/2007
 -- 0.45 0.45
American Funds 2040 Target Date Retirement Fund® ‒ F-2  fbgtx American Funds 2040 Target Date Retirement Fund® ‒ F-2  fbgtx -- 6.21 6.26 13.28 8.92 9.74
7.75
02/01/2007
 -- 0.44 0.44
American Funds 2035 Target Date Retirement Fund® ‒ F-2  fbftx American Funds 2035 Target Date Retirement Fund® ‒ F-2  fbftx -- 6.64 5.62 12.16 8.41 9.37
7.44
02/01/2007
 -- 0.42 0.42
American Funds 2030 Target Date Retirement Fund® ‒ F-2  fbetx American Funds 2030 Target Date Retirement Fund® ‒ F-2  fbetx -- 6.71 4.98 10.23 7.41 8.68
6.88
02/01/2007
 -- 0.42 0.42
American Funds 2025 Target Date Retirement Fund® ‒ F-2  fbdtx American Funds 2025 Target Date Retirement Fund® ‒ F-2  fbdtx -- 7.29 4.50 8.88 6.62 7.96
6.25
02/01/2007
 -- 0.39 0.39
American Funds 2020 Target Date Retirement Fund® ‒ F-2  fbctx American Funds 2020 Target Date Retirement Fund® ‒ F-2  fbctx -- 7.70 4.38 7.99 5.98 7.16
5.64
02/01/2007
 -- 0.39 0.39
American Funds 2015 Target Date Retirement Fund® ‒ F-2  fbbtx American Funds 2015 Target Date Retirement Fund® ‒ F-2  fbbtx -- 7.75 4.20 7.64 5.60 6.63
5.35
02/01/2007
 -- 0.39 0.39
American Funds 2010 Target Date Retirement Fund® ‒ F-2  fbatx American Funds 2010 Target Date Retirement Fund® ‒ F-2  fbatx -- 8.04 4.18 7.17 5.31 6.27
5.08
02/01/2007
 -- 0.38 0.38
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Terms and Definitions

Terms and Definitions

Terms and Definitions