A quality balanced fund aiming for a smoother ride over the long term*
A quality balanced fund aiming for a smoother ride over the long term*
A disciplined approach to U.S. growth, combining market-cap flexibility with a focus on strong balance sheets.
A time-tested growth strategy built for any market condition.
A blue-chip fund focusing on dividends for consistent results.
Average rolling monthly 10 year R-6 annual return and standard deviation over 30 years ended December 31, 2023† 1
An opportunistic approach to non-U.S. markets.
Global flexibility to pursue above-average results and below-average volatility.
The Bond Fund of America® and American Funds Strategic Bond Fund
A history of strong results with moderate volatility versus peers.
3-year Class R-6 share annualized return and standard deviation (%)†1
* Plan sponsors should consult a financial professional before selecting an investment option other than a target date series as a qualified default investment alternative (QDIA).
†Rolling monthly 10-year periods and standard deviation over the 30 years ended December 31, 2023. Annualized standard deviation (based on monthly returns) is a common measure of absolute volatility that tells how returns over time have varied from the mean. A lower number signifies lower volatility.
‡From March 13, 1973, through December 31, 1987, the MSCI World Index was used as New Perspective Fund’s index because the MSCI ACWI did not exist. MSCI ACWI is a free float-adjusted market capitalization-weighted index that is designed to measure results of more than 40 developed and emerging equity markets. MSCI World Index is a free float-adjusted market capitalization-weighted index that is designed to measure results of more than 20 developed equity markets. MSCI World Index results reflect dividends net of withholding taxes, and MSCI ACWI results reflect dividends gross of withholding taxes through December 31, 2021, and dividends net of withholding taxes thereafter.
§From April 16, 1984, through December 31, 1987, the MSCI EAFE (Europe, Australasia, Far East) Index was used as EuroPacific Growth Fund's index because the MSCI ACWI (All Country World Index) ex USA did not yet exist. Since January 1, 1988, the MSCI ACWI ex USA has been used. The MSCI ACWI ex USA is a free float-adjusted market capitalization-weighted index that is designed to measure results of more than 40 developed and emerging equity markets, excluding the United States. The MSCI EAFE Index is a free float-adjusted market capitalization-weighted index that is designed to measure developed equity market results, excluding the United States and Canada. The MSCI EAFE Index reflects dividends net of withholding taxes. The MSCI ACWI ex USA reflects dividends gross of withholding taxes through December 31, 2021, and dividends net of withholding taxes thereafter.
Unless otherwise indicated, data is as of December 31, 2023, and fund data is for Class R-6 shares.
Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes. This index was not in existence when the fund’s Class A shares were first sold; therefore, lifetime results are not shown.
Intermediate-term core bond portfolios invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, and hold less than 5% in below-investment-grade exposures. Their durations (a measure of interest-rate sensitivity) typically range between 75% and 125% of the three-year average of the effective duration of the Morningstar Core Bond Index.
Intermediate-term core-plus bond portfolios invest primarily in investment-grade U.S. fixed-income issues including government, corporate, and securitized debt, but generally have greater flexibility than core offerings to hold non-core sectors such as corporate high yield, bank loan, emerging-markets debt, and non-U.S. currency exposures. Their durations (a measure of interest-rate sensitivity) typically range between 75% and 125% of the three-year average of the effective duration of the Morningstar Core Bond Index.