Fund overviews
Growth
Growth funds generally seek long-term growth of capital.
Fund detail page | Prospectuses | Statement of additional information |
Shareholder reports |
---|---|---|---|
AMCAP Fund® | SAI | Annual | Semi-annual | |
American Funds Global Growth Portfolio℠ | SAI | Annual | Semi-annual | |
American Funds Global Insight Fund℠ | SAI | Annual | Semi-annual | |
American Funds Growth Portfolio℠ | SAI | Annual | Semi-annual | |
American Funds International Vantage Fund℠ | SAI | Annual | Semi-annual | |
EuroPacific Growth Fund® | SAI | Annual | Semi-annual | |
The Growth Fund of America® | SAI | Annual | Semi-annual | |
The New Economy Fund® | SAI | Annual | Semi-annual | |
New Perspective Fund® | SAI | Annual | Semi-annual | |
New World Fund® | SAI | Annual | Semi-annual | |
SMALLCAP World Fund® | SAI | Annual | Semi-annual | |
Growth-and-Income
Growth-and-income funds generally strive for growth of capital and income.
Fund detail page | Prospectuses | Statement of additional information |
Shareholder reports |
---|---|---|---|
American Funds Developing World Growth and Income Fund℠ | SAI | Annual | Semi-annual | |
American Funds Growth and Income Portfolio℠ | SAI | Annual | Semi-annual | |
American Mutual Fund® | SAI | Annual | Semi-annual | |
Capital World Growth and Income Fund® | SAI | Annual | Semi-annual | |
Fundamental Investors® | SAI | Annual | Semi-annual | |
International Growth and Income Fund℠ | SAI | Annual | Semi-annual | |
The Investment Company of America® | SAI | Annual | Semi-annual | |
Washington Mutual Investors Fund℠ | SAI | Annual | Semi-annual | |
Equity-Income
Equity-income funds generally seek to provide current income and long-term growth of capital.
Fund detail page | Prospectuses | Statement of additional information |
Shareholder reports |
---|---|---|---|
American Funds Conservative Growth and Income Portfolio℠ | SAI | Annual | Semi-annual | |
Capital Income Builder® | SAI | Annual | Semi-annual | |
The Income Fund of America® | SAI | Annual | Semi-annual | |
Balanced
Balanced funds generally seek current income and long-term growth of capital by investing in bonds and other fixed-income securities.
Fund detail page | Prospectuses | Statement of additional information |
Shareholder reports |
---|---|---|---|
American Balanced Fund® | SAI | Annual | Semi-annual | |
American Funds Global Balanced Fund℠ | SAI | Annual | Semi-annual | |
American Funds Moderate Growth and Income Portfolio℠ | SAI | Annual | Semi-annual | |
Bond
Bond funds generally seek to provide current income along with capital preservation.
Capital Preservation
Capital preservation funds generally seek to provide income on your cash reserves, while preserving capital and maintaining liquidity.
Fund detail page | Prospectuses | Statement of additional information |
Shareholder reports |
---|---|---|---|
American Funds U.S. Government Money Market Fund℠ | SAI | Annual | Semi-annual | |
Retirement Income Portfolio Series
The Retirement Income Portfolio Series funds generally strive for the accomplishment of three investment objectives: current income, long-term growth of capital and conservation of capital.
Fund detail page | Prospectuses | Statement of additional information |
Shareholder reports |
---|---|---|---|
American Funds Retirement Income Portfolio - Enhanced℠ | SAI | Annual | Semi-annual | |
American Funds Retirement Income Portfolio - Moderate℠ | SAI | Annual | Semi-annual | |
American Funds Retirement Income Portfolio - Conservative℠ | SAI | Annual | Semi-annual | |
Retirement Target Date
These investments comprise a mix of American Funds. Each fund’s portfolio is automatically reallocated for shareholder’s changing financial needs over time. Investors typically choose a fund with a target date with the year closest to the year they plan to retire.
Find Your Target Date Fund
See how a target date fund can serve as a complete portfolio that fits your timeline.
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 your plan’s financial professional or downloaded from the links above and should be read carefully before investing.