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Revised Master Retirement Plan Of The Capital Group Companies, Inc.

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.
The table shows all the available investment options in the plan.

[Edit Plan Information]
NameTickerRatingBest Fit CategoryRisk (%)Fees
U.S. Equities - Blend     
American Funds 2025 Target Date Retirement Fund Class R-5sREDTXCU.S. Large Cap10fund risk0%
American Funds American Balanced Fund Class R-5RLBFXCU.S. Large Cap12fund risk0.34%
American Funds Global Balanced Fund Class R-5RGBFXCU.S. All Cap12fund risk0.64%
American Funds Balanced Portfolio Class R-5RBAFXBU.S. Large Cap12fund risk0.08%
American Funds 2030 Target Date Retirement Fund Class R-5REETXCU.S. Large Cap13fund risk0%
American Funds 2035 Target Date Retirement Fund Class R-5REFTXBU.S. Large Cap15fund risk0%
American Funds Growth and Income Portfolio Class R-5RGNFXBU.S. Large Cap15fund risk0.08%
American Funds 2040 Target Date Retirement Fund Class R-5REGTXBU.S. Large Cap16fund risk0%
American Funds 2045 Target Date Retirement Fund Class R-5REHTXBU.S. Large Cap16fund risk0%
American Funds 2055 Target Date Retirement Fund Class R-5REKTXBU.S. Large Cap17fund risk0%
American Funds Capital World Growth and Income Fund Class R-5RWIFXBU.S. Large Cap17fund risk0.49%
American Funds Investment Company of America Class R-5RICFXCU.S. Large Cap19fund risk0.35%
American Funds Global Growth Portfolio Class R-5RGGFXBU.S. Large Cap19fund risk0.13%
American Funds Fundamental Investors Class R-5RFNFXCU.S. Large Cap19fund risk0.36%
American Funds AMCAP Fund Class R-5RAFFXDU.S. Large Cap20fund risk0.42%
American Funds Growth Portfolio Class R-5RGWFXB-U.S. Mega Cap20fund risk0.1%
American Funds 2010 Target Date Retirement Fund Class R-5REATXCU.S. All Cap8fund risk0%
American Funds 2015 Target Date Retirement Fund Class R-5REJTXCU.S. All Cap8fund risk0%
American Funds 2020 Target Date Retirement Fund Class R-5RECTXCU.S. All Cap9fund risk0%
U.S. Equities - Growth     
American Funds SMALLCAP World Fund Class R-5RSLFXA--U.S. Mid Cap - Growth20fund risk0.77%
American Funds The New Economy Fund Class R-5RNGFXA--U.S. All Cap - Growth20fund risk0.53%
American Funds New Perspective Fund Class R-5RNPFXA--U.S. All Cap - Growth20fund risk0.5%
American Funds The Growth Fund of America Class R-5RGAFXA--U.S. All Cap - Growth22fund risk0.39%
U.S. Equities - Value     
American Funds Capital Income Builder Class R-5RIRFXC+U.S. Mega Cap - Value13fund risk0.35%
American Funds The Income Fund of America Class R-5RIDFXB+U.S. Mega Cap - Value13fund risk0.34%
American Funds American Mutual Fund Class R-5RMFFXC+U.S. Mega Cap - Value17fund risk0.36%
American Funds Washington Mutual Investors Fund Class R-5RWMFXC+U.S. Mega Cap - Value19fund risk0.35%
American Funds Income Portfolio Class R-5RINFXB+U.S. Mega Cap - Value10fund risk0.09%
Global & Intl. Equity     
American Funds International Growth and Income Fund Class R-5RIGFXAInternational Large Cap18fund risk0.63%
American Funds EuroPacific Growth Fund Class R-5RERFXA-International Large Cap - Growth19fund risk0.54%
Vanguard Emerging Markets Stock Index Fund Investor SharesVEIEXC++Emerging Markets19fund risk0.33%
American Funds New World Fund Class R-5RNWFXB++Emerging Markets19fund risk0.7%
Bonds     
US Cash / Money MarketUSCASHCU.S. Cash / Money Market0fund risk0%
American Funds Short-Term Bond Fund of America Class R-5RAMFXC-Bond - Multi Sector1fund risk0.41%
American Funds Preservation Portfolio Class R-5RPPFXB-Bond - Multi Sector1fund risk0.1%
American Funds Intermediate Bond Fund of America Class R-5RBOFXB-Bond - Multi Sector1fund risk0.33%
American Funds Mortgage Fund Class R-5RMAFXCBond - U.S. Mortgages1fund risk0.38%
American Funds U.S. Government Securities Fund Class R-5RGVFXB--U.S. Treasury - Intermediate / Long3fund risk0.31%
American Funds The Bond Fund of America Class R-5RBFFXB-Bond - Multi Sector3fund risk0.31%
American Funds Capital World Bond Fund Class R-5RCWFXCBond - Emerging Market4fund risk0.57%
American Funds American High-Income Trust Class R-5RITFXA++Bond - U.S. High Yield6fund risk0.4%
Other     
   Other0fund risk0%
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