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American Funds

Fund Family Name Fund Name CUSIP Symbol   Morningstar Prospectus Objective  Min Initial Purchase  Min Subsequent Purchase  Min IRA Purchase Expense Ratio 12b-1 Sales Charge Available to New Shareholders Available to Existing Shareholders Exchange In Eligible Foreign Purchase Eligible
American Funds AMERICAN 2010 TARGET DATE RET FD CL A 02630T100 AAATX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.33 0.26 5.75 Yes Yes 0 Y
American Funds AMERICAN 2015 TARGET DATE RET FD CL A 02630T704 AABTX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.34 0.27 5.75 Yes Yes 0 Y
American Funds AMERICAN 2020 TARGET DATE RET FD CL A 02630T845 AACTX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.28 0.21 5.75 Yes Yes 0 Y
American Funds AMERICAN 2040 TARGET DATE RET FD CL A 02630T571 AAGTX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.26 0.19 5.75 Yes Yes 0 Y
American Funds AMERICAN 2045 TARGET DATE RET FD CL A 02630T514 AAHTX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.26 0.19 5.75 Yes Yes 0 Y
American Funds AMERICAN 2050 TARGET DATE RET FD CL A 02630T449 AALTX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.25 0.18 5.75 Yes Yes 0 Y
American Funds AMERICAN AMCAP CLASS A 023375108 AMCPX Mutual Fund   Growth  $           250  $             50  $           250 0.71 0.23 5.75 Yes Yes 0 Y
American Funds AMERICAN AMCAP CLASS C 023375306 AMPCX Mutual Fund   Growth  $           250  $             50  $           250 1.49 1 1.00 No Yes 0 Y
American Funds AMERICAN BALANCED CLASS A 024071102 ABALX Mutual Fund   Balanced  $           250  $             50  $           250 0.59 0.23 5.75 Yes Yes 0 Y
American Funds AMERICAN BALANCED CLASS C 024071300 BALCX Mutual Fund   Balanced  $           250  $             50  $           250 1.4 1 1.00 No Yes 0 Y
American Funds AMERICAN BOND FUND OF AMERICA CLASS A 097873103 ABNDX Mutual Fund   Income  $           250  $             50  $           250 0.63 0.25 3.75 Yes Yes 0 Y
American Funds AMERICAN BOND FUND OF AMERICA CLASS C 097873301 BFACX Mutual Fund   Income  $           250  $             50  $           250 1.41 1 1.00 No Yes 0 Y
American Funds AMERICAN CAPITAL INCOME BUILDER CL A 140193103 CAIBX Mutual Fund   Equity-Income  $           250  $             50  $           250 0.55 0.23 5.75 Yes Yes 0 Y
American Funds AMERICAN CAPITAL INCOME BUILDER CL C 140193301 CIBCX Mutual Fund   Equity-Income  $           250  $             50  $           250 1.38 1 1.00 No Yes 0 Y
American Funds AMERICAN CAPITAL WORLD BOND CLASS A 140541103 CWBFX Mutual Fund   Worldwide Bond  $           250  $             50  $           250 0.86 0.26 3.75 Yes Yes 0 Y
American Funds AMERICAN CAPITAL WORLD BOND CLASS C 140541301 CWBCX Mutual Fund   Worldwide Bond  $           250  $             50  $           250 1.64 1 1.00 No Yes 0 Y
American Funds AMERICAN CAPITAL WORLD GROWTH & INC C 140543307 CWGCX Mutual Fund   World Stock  $           250  $             50  $           250 1.52 1 1.00 No Yes 0 Y
American Funds AMERICAN CAPITAL WORLD GRTH & INC A 140543109 CWGIX Mutual Fund   World Stock  $           250  $             50  $           250 0.71 0.22 5.75 Yes Yes 0 Y
American Funds AMERICAN EUROPACIFIC GROWTH CLASS A 298706102 AEPGX Mutual Fund   Foreign Stock  $           250  $             50  $           250 0.8 0.24 5.75 Yes Yes 0 Y
American Funds AMERICAN EUROPACIFIC GROWTH CLASS C 298706300 AEPCX Mutual Fund   Foreign Stock  $           250  $             50  $           250 1.58 1 1.00 No Yes 0 Y
American Funds AMERICAN FUNDAMENTAL INVESTORS CLASS A 360802102 ANCFX Mutual Fund   World Stock  $           250  $             50  $           250 0.61 0.24 5.75 Yes Yes 0 Y
American Funds AMERICAN FUNDAMENTAL INVESTORS CLASS C 360802300 AFICX Mutual Fund   World Stock  $           250  $             50  $           250 1.41 1 1.00 No Yes 0 Y
American Funds AMERICAN FUNDS 2025 TARGET DATE RET CL A 02630T779 AADTX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.25 0.18 5.75 Yes Yes 0 Y
American Funds AMERICAN FUNDS 2030 TARG DATE RET CL A 02630T712 AAETX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.26 0.19 5.75 Yes Yes 0 Y
American Funds AMERICAN FUNDS 2035 TARG DATE RET CL A 02630T647 AAFTX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.24 0.17 5.75 Yes Yes 0 Y
American Funds AMERICAN FUNDS TAX EXEMPT OF MARYLAND 02630C107 TMMDX Mutual Fund   Municipal Bond - Single State  $           1000  $             50  $           1000 0.65 0.25 3.75 Yes Yes 0 Y
American Funds AMERICAN FUNDS TAX EXEMPT OF VIRGINIA 02630C206 TFVAX Mutual Fund   Municipal Bond - Single State  $           1000  $             50  $           1000 0.64 0.25 3.75 Yes Yes 0 Y
American Funds AMERICAN FUNDS TAX EXMPT SERIES CA CL A 02630B109 TAFTX Mutual Fund   Municipal Bond - Single State  $           1000  $             50  $           1000 0.62 0.25 3.75 Yes Yes 0 Y
American Funds AMERICAN GROWTH FUND OF AMERICA CLASS A 399874106 AGTHX Mutual Fund   Growth  $           250  $             50  $           250 0.75 0.25 5.75 Yes Yes 0 Y
American Funds AMERICAN GROWTH FUND OF AMERICA CLASS C 399874304 GFACX Mutual Fund   Growth  $           250  $             50  $           250 1.49 1 1.00 No Yes 0 Y
American Funds AMERICAN HIGH INCOME MUNI BOND CLASS C 026545301 AHICX Mutual Fund   Municipal Bond - National  $           250  $             50  $           250 1.5 1 1.00 No Yes 0 Y
American Funds AMERICAN HIGH INCOME MUNICIPAL BOND FUND 026545103 AMHIX Mutual Fund   Municipal Bond - National  $           250  $             50  $           250 0.7 0.3 3.75 Yes Yes 0 Y
American Funds AMERICAN HIGH INCOME TRUST CLASS A 026547109 AHITX Mutual Fund   Corporate Bond - High Yield  $           250  $             50  $           250 0.67 0.23 3.75 Yes Yes 0 Y
American Funds AMERICAN HIGH INCOME TRUST CLASS C 026547307 AHTCX Mutual Fund   Corporate Bond - High Yield  $           250  $             50  $           250 1.48 1 1.00 No Yes 0 Y
American Funds AMERICAN INCOME FUND OF AMERICA CLASS A 453320103 AMECX Mutual Fund   Asset Allocation  $           250  $             50  $           250 0.63 0.23 5.75 Yes Yes 0 Y
American Funds AMERICAN INCOME FUND OF AMERICA CLASS C 453320301 IFACX Mutual Fund   Asset Allocation  $           250  $             50  $           250 1.44 1 1.00 No Yes 0 Y
American Funds AMERICAN INTERNATL GROWTH & INCOME CL A 45956T105 IGAAX Mutual Fund   Growth and Income  $           250  $             50  $           250 -999 0.3 5.75 Yes Yes 0 Y
American Funds AMERICAN INTERNATL GROWTH & INCOME CL C 45956T303 IGICX Mutual Fund   Growth and Income  $           250  $             50  $           250 -999 1 1.00 No Yes 0 Y
American Funds AMERICAN INTRMEDIATE BOND OF AMERICA CL A 458809100 AIBAX Mutual Fund   Corporate Bond - High Quality  $           250  $             50  $           250 0.67 0.26 2.50 Yes Yes 0 Y
American Funds AMERICAN INVESTMENT CO OF AMERICA CL C 461308306 AICCX Mutual Fund   Growth and Income  $           250  $             50  $           250 1.38 1 1.00 No Yes 0 Y
American Funds AMERICAN INVESTMNT CO OF AMERICA CL A 461308108 AIVSX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.57 0.23 5.75 Yes Yes 0 Y
American Funds AMERICAN LTD TERM TAX EX OF AMERICA 532726106 LTEBX Mutual Fund   Municipal Bond - National  $           250  $             50  $           250 0.63 0.3 2.50 Yes Yes 0 Y
American Funds AMERICAN MUTUAL FUND CLASS A 027681105 AMRMX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.57 0.23 5.75 Yes Yes 0 Y
American Funds AMERICAN MUTUAL FUND CLASS C 027681303 AMFCX Mutual Fund   Growth and Income  $           250  $             50  $           250 1.39 1 1.00 No Yes 0 Y
American Funds AMERICAN NEW ECONOMY CLASS C 643822307 ANFCX Mutual Fund   Growth  $           250  $             50  $           250 1.58 1 1.00 No Yes 0 Y
American Funds AMERICAN NEW ECONOMY FUND CLASS A 643822109 ANEFX Mutual Fund   Growth  $           250  $             50  $           250 0.79 0.23 5.75 Yes Yes 0 Y
American Funds AMERICAN NEW PERSPECTIVE CLASS A 648018109 ANWPX Mutual Fund   World Stock  $           250  $             50  $           250 0.71 0.24 5.75 Yes Yes 0 Y
American Funds AMERICAN NEW PERSPECTIVE CLASS C 648018307 NPFCX Mutual Fund   World Stock  $           250  $             50  $           250 1.51 1 1.00 No Yes 0 Y
American Funds AMERICAN NEW WORLD CLASS C 649280302 NEWCX Mutual Fund   World Stock  $           250  $             50  $           250 1.76 1 1.00 No Yes 0 Y
American Funds AMERICAN NEW WORLD FUND CLASS A 649280104 NEWFX Mutual Fund   World Stock  $           250  $             50  $           250 0.95 0.23 5.75 Yes Yes 0 Y
American Funds AMERICAN SHORT TERM BOND CL A 82524A102 ASBAX Mutual Fund   Government Bond - General  $           250  $             50  $           250 0.63 0.25 2.50 Yes Yes 0 Y
American Funds AMERICAN SHORT-TERM TAX-EXEMPT BOND A 02630W103 ASTEX Mutual Fund    $           250  $             50  $           25 2.50 Yes Yes 0 Y
American Funds AMERICAN SMALL CAP WORLD CLASS A 831681101 SMCWX Mutual Fund   World Stock  $           250  $             50  $           250 1.01 0.24 5.75 Yes Yes 0 Y
American Funds AMERICAN SMALLCAP WORLD CLASS C 831681309 SCWCX Mutual Fund   World Stock  $           250  $             50  $           250 1.79 1 1.00 No Yes 0 Y
American Funds AMERICAN TAX EXEMPT BND FND OF AMERICA A 876902107 AFTEX Mutual Fund   Municipal Bond - National  $           250  $             50  $           250 0.56 0.25 3.75 Yes Yes 0 Y
American Funds AMERICAN TAX EXEMPT BOND FD OF AMERICA C 876902305 TEBCX Mutual Fund   Municipal Bond - National  $           250  $             50  $           250 1.36 1 1.00 No Yes 0 Y
American Funds AMERICAN TAX EXEMPT FD OF CALIFORNIA C 02630B307 TECCX Mutual Fund   Municipal Bond - Single State  $           1000  $             50  $           1000 1.42 1 1.00 No Yes 0 Y
American Funds AMERICAN TAX EXEMPT FD OF MARYLAND C 02630C503 TEMCX Mutual Fund   Municipal Bond - Single State  $           1000  $             50  $           1000 1.45 0.99 1.00 No Yes 0 Y
American Funds AMERICAN TAX EXEMPT FD OF VIRGINIA CL C 02630C701 TEVCX Mutual Fund   Municipal Bond - Single State  $           1000  $             50  $           1000 1.44 1 1.00 No Yes 0 Y
American Funds AMERICAN US GOV- Mutual Fund - T SECURITIES CLASS A 026300103 AMUSX Mutual Fund   Government Bond - General  $           250  $             50  $           250 0.63 0.29 3.75 Yes Yes 0 Y
American Funds AMERICAN US GOV- Mutual Fund - T SECURITIES CLASS C 026300301 UGSCX Mutual Fund   Government Bond - General  $           250  $             50  $           250 1.42 1 1.00 No Yes 0 Y
American Funds AMERICAN WASHINGTON MUTUAL INVESTORS C 939330304 WSHCX Mutual Fund   Growth and Income  $           250  $             50  $           250 1.44 1 1.00 No Yes 0 Y
American Funds AMERICAN WASHNTN MUTUAL INVESTRS CL A 939330106 AWSHX Mutual Fund   Growth and Income  $           250  $             50  $           250 0.65 0.24 5.75 Yes Yes 0 Y



 








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