Fund overviews

Types of mutual funds

Learn about fund types, their objectives and the investments they choose.

From here you can access data that will help you make more informed decisions about your American Funds investments.

  • Fund detail pages contain key quarterly data and results.
  • Prospectuses describe a fund’s investment objectives and strategies, risks, fees and expenses.
  • Summary prospectuses are condensed versions of the prospectuses.
  • Statements of Additional Information provide details on the funds’ investment restrictions and policies, management, sales charges, and proxy voting guidelines.
  • Shareholder reports summarize fund operations and results and include portfolio summaries and financial statements. Annual reports review the past fiscal year; semi-annual reports provide mid-year updates.

Access XBRL files (interactive data files) for the funds listed below.

Growth growth fund

Prices and returns
Growth funds 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 PortfolioSM SAI *     |        *      
American Funds Growth PortfolioSM SAI *     |        *      
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 growthIncome fund

Prices and returns
Growth-and-income funds strive for growth of capital and income.
Fund detail page Prospectuses Statement of additional information Shareholder reports
American Funds Developing World Growth and Income FundSM SAI *     |        *      
American Funds Growth and Income PortfolioSM SAI *     |        *      
American Mutual Fund® SAI Annual | Semi-annual
Capital World Growth and Income Fund® SAI Annual | Semi-annual
Fundamental InvestorsSM SAI Annual | Semi-annual
International Growth and Income FundSM SAI Annual | Semi-annual
The Investment Company of America® SAI Annual | Semi-annual
Washington Mutual Investors FundSM SAI Annual | Semi-annual
 

Equity-income equity fund

Prices and returns
Equity-income funds seek to provide above-average current income and long-term growth of capital.
Fund detail page Prospectuses Statement of additional information Shareholder reports
American Funds Income PortfolioSM SAI *     |        *      
Capital Income Builder® SAI Annual | Semi-annual
The Income Fund of America® SAI Annual | Semi-annual
 

Balanced balanced fund

Prices and returns
Balanced funds seek conservation of capital, current income and long-term growth of capital and income by investing in stocks, 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 Balanced PortfolioSM SAI *     |        *      
American Funds Global Balanced FundSM SAI Annual | Semi-annual
 

Bond income fund

Prices and returns
Bond funds seek a high level of current income, with capital appreciation as a secondary goal.
Fund detail page Prospectuses Statement of additional information Shareholder reports
American Funds Mortgage Fund® SAI Annual | Semi-annual
American Funds Preservation PortfolioSM SAI *     |        *      
American High-Income Trust® SAI Annual | Semi-annual
The Bond Fund of America® SAI Annual | Semi-annual
Capital World Bond Fund® SAI Annual | Semi-annual
Intermediate Bond Fund of America® SAI Annual | Semi-annual
Short-Term Bond Fund of America® SAI Annual | Semi-annual
U.S. Government Securities Fund® SAI Annual | Semi-annual
 

Cash-equivalent cash fund

Prices and returns
Cash-equivalent funds seek to provide income on cash reserves, while preserving capital and maintaining liquidity through high-quality money market instruments.
Fund detail page Prospectuses Statement of additional information Shareholder reports
American Funds Money Market Fund® SAI Annual | Semi-annual
 

Retirement target date target date fund

Prices and returns
These investments comprise a mix of American Funds. Each fund’s portfolio is automatically reallocated for shareholder’s changing retirement needs. Investors typically choose the fund targeted to the year closest to their expected retirement dates.
Fund detail page Prospectuses Statement of additional information Shareholder reports
American Funds 2055 Target Date Retirement Fund® SAI Annual | Semi-annual
American Funds 2050 Target Date Retirement Fund® SAI Annual | Semi-annual
American Funds 2045 Target Date Retirement Fund® SAI Annual | Semi-annual
American Funds 2040 Target Date Retirement Fund® SAI Annual | Semi-annual
American Funds 2035 Target Date Retirement Fund® SAI Annual | Semi-annual
American Funds 2030 Target Date Retirement Fund® SAI Annual | Semi-annual
American Funds 2025 Target Date Retirement Fund® SAI Annual | Semi-annual
American Funds 2020 Target Date Retirement Fund® SAI Annual | Semi-annual
American Funds 2015 Target Date Retirement Fund® SAI Annual | Semi-annual
American Funds 2010 Target Date Retirement Fund® SAI Annual | Semi-annual
* Not yet available

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.