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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Prices and returns

Growth
Share Prices and Year-to-Date Returns Average Annual Total Returns Annual Expense Ratios
Daily as of
July 23, 2021
Month-End as of
June 30, 2021
Quarter-End as of
June 30, 2021
As of the Fund’s Prospectus
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$43.16 0.52 15.57% 34.75% 17.21% 14.32% 34.75% 17.21% 14.32% 0.71%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$24.57 0.20 10.63% 41.50% 16.88% 13.85% ¶¶ 41.50% 16.88% 13.85% ¶¶ 0.82% / 0.82%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$21.36 0.16 9.93% 31.26% 14.67% 10.41% 31.26% 14.67% 10.41% 0.95%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$26.25 0.27 13.39% 40.59% 17.24% 14.95% ¶¶ 40.59% 17.24% 14.95% ¶¶ 0.74% / 0.74%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$17.56 0.11 7.53% 28.14% 12.30% 7.25% 28.14% 12.30% 7.25% 1.07%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$70.18 0.23 5.98% 39.56% 14.07% 7.93% 39.56% 14.07% 7.93% 0.84%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$75.56 0.91 12.73% 42.90% 20.96% 15.92% 42.90% 20.96% 15.92% 0.67%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$65.78 0.74 10.11% 38.48% 20.35% 15.17% 38.48% 20.35% 15.17% 0.80%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$67.49 0.62 12.35% 45.73% 19.19% 13.28% 45.73% 19.19% 13.28% 0.80%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$95.01 -0.01 8.76% 41.83% 15.65% 7.85% 41.83% 15.65% 7.85% 0.98%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$87.05 0.50 11.01% 49.72% 19.40% 12.79% 49.72% 19.40% 12.79% 1.08%
Growth-and-Income
Share Prices and Year-to-Date Returns Average Annual Total Returns Annual Expense Ratios
Daily as of
July 23, 2021
Month-End as of
June 30, 2021
Quarter-End as of
June 30, 2021
As of the Fund’s Prospectus
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$13.26 -0.05 6.18% 37.03% 10.21% 6.01% ¶¶ 37.03% 10.21% 6.01% ¶¶ 1.22%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$19.09 0.13 11.06% 29.85% 12.46% 11.52% ¶¶ 29.85% 12.46% 11.52% ¶¶ 0.69% / 0.69%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$50.49 0.36 14.68% 28.51% 11.80% 11.32% 28.51% 11.80% 11.32% 0.64%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$65.23 0.47 11.02% 35.13% 13.27% 9.66% 35.13% 13.27% 9.66% 0.81%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$77.38 0.78 15.60% 38.96% 15.79% 13.21% 38.96% 15.79% 13.21% 0.65%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$41.49 0.19 9.37% 37.89% 10.73% 6.03% 37.89% 10.73% 6.03% 0.93%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$50.65 0.57 16.00% 35.35% 14.18% 12.72% 35.35% 14.18% 12.72% 0.65%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$56.16 0.39 16.71% 35.94% 14.32% 12.84% 35.94% 14.32% 12.84% 0.64%
Equity-Income
Share Prices and Year-to-Date Returns Average Annual Total Returns Annual Expense Ratios
Daily as of
July 23, 2021
Month-End as of
June 30, 2021
Quarter-End as of
June 30, 2021
As of the Fund’s Prospectus
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$13.85 0.04 8.51% 19.64% 7.78% 7.71% ¶¶ 19.64% 7.78% 7.71% ¶¶ 0.64% / 0.64%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$68.41 0.30 9.84% 22.53% 7.05% 6.88% 22.53% 7.05% 6.88% 0.65%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$25.76 0.13 11.10% 26.70% 9.02% 8.68% 26.70% 9.02% 8.68% 0.63%
Balanced
Share Prices and Year-to-Date Returns Average Annual Total Returns Annual Expense Ratios
Daily as of
July 23, 2021
Month-End as of
June 30, 2021
Quarter-End as of
June 30, 2021
As of the Fund’s Prospectus
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$32.96 0.18 10.50% 22.56% 10.87% 10.30% 22.56% 10.87% 10.30% 0.63%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$39.59 0.21 6.58% 20.57% 8.00% 6.91% 20.57% 8.00% 6.91% 0.86%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$18.60 0.10 9.33% 24.58% 10.77% 10.21% ¶¶ 24.58% 10.77% 10.21% ¶¶ 0.69% / 0.69%
Bond
Share Prices and Year-to-Date Returns Average Annual Total Returns Annual Expense Ratios
Daily as of
July 23, 2021
Month-End as of
June 30, 2021
Quarter-End as of
June 30, 2021
As of the Fund’s Prospectus
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$11.44 -0.01 -1.18% 1.13% 4.92% 4.60% §§ 1.13% 4.92% 4.60% §§ 0.85%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$9.67 0.00 -2.26% 8.48% 5.08% 5.38% 8.48% 5.08% 5.38% 1.05%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$11.13 0.06 2.20% 5.34% 4.29% 2.43% §§ 5.34% 4.29% 2.43% §§ 0.67%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$10.24 0.00 -0.18% 0.13% 2.29% 2.57% 0.13% 2.29% 2.57% 0.63%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$10.79 0.00 1.73% 10.75% 8.88% N/A 10.75% 8.88% N/A 1.12%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$10.27 0.01 -0.12% 0.54% 1.93% 1.63% ¶¶ 0.54% 1.93% 1.63% ¶¶ 0.65% / 0.65%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$11.48 0.02 -0.80% 1.16% 4.99% 5.33% 1.16% 4.99% 5.33% 0.78%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$10.55 0.01 6.57% 20.30% 7.35% 5.50% 20.30% 7.35% 5.50% 0.73%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$13.59 -0.01 -0.54% 1.05% 3.49% 3.55% 1.05% 3.49% 3.55% 0.60%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$20.64 -0.02 -2.68% 3.82% 2.78% 2.23% 3.82% 2.78% 2.23% 0.93%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$13.88 0.00 -0.26% 0.63% 2.24% 1.97% 0.63% 2.24% 1.97% 0.63%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$10.04 0.00 -0.27% 0.12% 1.49% 0.99% 0.12% 1.49% 0.99% 0.69%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$14.23 0.01 -0.65% -0.93% 2.38% 2.63% -0.93% 2.38% 2.63% 0.62%
Cash-Equivalent
Share Prices and Year-to-Date Returns Average Annual Total Returns Annual Expense Ratios
Daily as of
July 23, 2021 (except 7-day yield)
Month-End as of
June 30, 2021
Quarter-End as of
June 30, 2021
As of the Fund’s Prospectus
Price 7-Day Yields YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$1.00 0.00% / -0.57% 0.00% 0.00% 0.61% 0.31% 0.00% 0.61% 0.31% 0.67%
Retirement Income Portfolio Series
Share Prices and Year-to-Date Returns Average Annual Total Returns Annual Expense Ratios
Daily as of
July 23, 2021
Month-End as of
June 30, 2021
Quarter-End as of
June 30, 2021
As of the Fund’s Prospectus
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$13.73 0.07 10.23% 23.49% 8.71% 8.83% ¶¶ 23.49% 8.71% 8.83% ¶¶ 0.68% / 0.68%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$12.94 0.06 8.21% 18.44% 7.57% 7.73% ¶¶ 18.44% 7.57% 7.73% ¶¶ 0.64% / 0.64%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$12.43 0.04 5.58% 13.25% 6.40% 6.61% ¶¶ 13.25% 6.40% 6.61% ¶¶ 0.65% / 0.65%
Retirement Target Date
Share Prices and Year-to-Date Returns Average Annual Total Returns Annual Expense Ratios
Daily as of
July 23, 2021
Month-End as of
June 30, 2021
Quarter-End as of
June 30, 2021
As of the Fund’s Prospectus
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$16.36 0.13 12.13% 34.78% 47.32% N/A 34.78% 47.32% N/A 0.74% / 0.81%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$17.62 0.14 12.09% 34.65% 14.67% 11.74% ¶¶ 34.65% 14.67% 11.74% ¶¶ 0.76% / 0.76%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$26.11 0.20 12.06% 34.60% 14.70% 11.49% 34.60% 14.70% 11.49% 0.75% / 0.75%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$20.81 0.16 12.00% 34.54% 14.70% 11.48% 34.54% 14.70% 11.48% 0.75% / 0.75%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$21.09 0.16 11.76% 33.98% 14.51% 11.38% 33.98% 14.51% 11.38% 0.75% / 0.75%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$20.56 0.16 11.50% 33.14% 14.20% 11.23% 33.14% 14.20% 11.23% 0.74% / 0.74%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$19.59 0.13 10.49% 30.00% 13.41% 10.82% 30.00% 13.41% 10.82% 0.73% / 0.73%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$18.12 0.11 8.76% 24.36% 11.58% 9.95% 24.36% 11.58% 9.95% 0.71% / 0.71%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$16.43 0.08 7.53% 20.28% 10.01% 9.01% 20.28% 10.01% 9.01% 0.69% / 0.69%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$14.61 0.06 6.95% 17.56% 8.52% 7.89% 17.56% 8.52% 7.89% 0.67% / 0.67%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$13.24 0.05 6.77% 16.82% 7.76% 7.23% 16.82% 7.76% 7.23% 0.66% / 0.66%
Price Price Change YTD Return 1 Yr 5 Yrs 10 Yrs 1 Yr 5 Yrs 10 Yrs Expenses
$12.39 0.04 5.99% 14.94% 7.12% 6.69% 14.94% 7.12% 6.69% 0.67% / 0.67%
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Definitions and Other Information

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 and should be read carefully before investing.

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.

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