American Funds®

RETIREMENT TARGET DATE FUNDS

®

20 Total Holdings:
As of 3/31/15 (updated quarterly, upon availability).
All Holdings: 1 - 15 of 20
Asset Type
Capital Income Builder, Class R-6 Equity 4,194,276 $249,307,754.00 9.1%
Intermediate Bond Fund of America, Class R-6 Equity 18,202,834 $248,104,626.00 9.1%
The Income Fund of America, Class R-6 Equity 11,551,776 $249,864,906.00 9.1%
The Bond Fund of America, Class R-6 Equity 17,018,101 $220,554,584.00 8%
American Funds Inflation Linked Bond Fund, Class R-6 Equity 19,999,251 $192,792,780.00 7%
American Funds Mortgage Fund, Class R-6 Equity 16,141,840 $165,615,279.00 6%
American Mutual Fund, Class R-6 Equity 4,447,801 $164,524,175.00 6%
American High-Income Trust, Class R-6 Equity 12,743,851 $138,398,224.00 5%
Washington Mutual Investors Fund, Class R-6 Equity 3,342,801 $136,620,273.00 5%
The Investment Company of America, Class R-6 Equity 3,702,556 $136,513,222.00 5%
U.S. Government Securities Fund, Class R-6 Equity 9,699,668 $137,832,282.00 5%
Capital World Bond Fund, Class R-6 Equity 6,957,702 $137,205,875.00 5%
Capital World Growth and Income Fund, Class R-6 Equity 2,307,136 $108,758,399.00 4%
Fundamental Investors, Class R-6 Equity 2,093,805 $109,150,066.00 4%
American Balanced Fund, Class R-6 Equity 4,362,026 $107,960,151.00 3.9%
All Holdings: 1 - 15 of 20

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 a financial professional and should be read carefully before investing.

Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

  1. Excludes certain securities in initial period of acquisition.
  2. Allocation percentages and underlying funds are subject to the Portfolio Oversight Committee's discretion and will evolve over time. Underlying funds may be added or removed at any time. American Funds Global Balanced Fund℠ was added to the Target Date Retirement Series glide path effective January 2, 2015.

Fund shares of the U.S. Government Securities Fund are not guaranteed by the U.S. government.

Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility, as more fully described in the prospectus. These risks may be heightened in connection with investments in developing countries.

The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.

For more information about the risks associated with each fund, go to its detailed fund information page or read the prospectus. Investment allocations for funds of funds may not achieve fund objectives. There are expenses associated with the underlying funds in addition to fund-of-funds expenses. The funds' risks are directly related to the risks of the underlying funds, as described herein. Each target date fund is composed of a mix of American Funds and is subject to the risks and returns of the underlying funds. Underlying funds may be added or removed during the year. Although the target date funds are managed for investors on a projected retirement date time frame, the fund's allocation strategy does not guarantee that investors' retirement goals will be met. The target date is the year in which an investor is assumed to retire and begin taking withdrawals. American Funds investment professionals actively manage the target date fund's portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the fund gets closer to its target date. Investment professionals continue to manage each fund for 30 years after it reaches its target date.