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Mutual Funds

American Funds

Exchange Hours Website
9:30 - 15:59 ET www.americanfunds.com


Native to Exchange Simulated by IB
 Basket
 Market *
Fund Symbol Investment
Type
Large
Notify
Initial Investment
Minimum1
Load
Type
Share
Class
Transaction
Fee
AMCAP FUND-C AMPCX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
THE GROWTH FUND OF AMERICA-C GFACX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
THE INVESTMENT COMPANY OF AMERICA-C AICCX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
WASHINGTON MUTUAL INVESTORS FUND-C WSHCX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
AMCAP FUND-F1 AMPFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
THE GROWTH FUND OF AMERICA-F1 GFAFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
U.S. GOVERNMENT SECURITIES FUND-F1 UGSFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
THE TAX-EXEMPT FUND OF CALIFORNIA-F1 TECFX Bond USD 1,000,000 USD 1,000 Load Other CLASS - F1 No
SMALLCAP WORLD FUND-C SCWCX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
SMALLCAP WORLD FUND-F1 SCWFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
EUROPACIFIC GROWTH FUND-C AEPCX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
EUROPACIFIC GROWTH FUND-F1 AEGFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
FUNDAMENTAL INVESTORS-C AFICX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
FUNDAMENTAL INVESTORS-F1 AFIFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN HIGH-INCOME TRUST-F1 AHTFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
THE INVESTMENT COMPANY OF AMERICA-F1 AICFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN MUTUAL FUND-C AMFCX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN MUTUAL FUND-F1 AMFFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
THE NEW ECONOMY FUND-F1 ANFFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN BALANCED FUND-C BALCX Balanced USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN BALANCED FUND-F1 BALFX Balanced USD 1,000,000 USD 250 Load Other CLASS - F1 No
THE BOND FUND OF AMERICA-C BFACX Bond USD 1,000,000 USD 250 Level Load CLASS - C No
THE BOND FUND OF AMERICA-F1 BFAFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
CAPITAL INCOME BUILDER-C CIBCX Stock USD 1,000,000 USD 250 Level Load CLASS - C No
CAPITAL INCOME BUILDER-F1 CIBFX Stock USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN HIGH-INCOME MUNI BOND FUND-F1 ABHFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
LTD TERM TAX-EX BOND FD OF AMERICA-F1 LTXFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
CAPITAL WORLD BOND FUND-F1 WBFFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
CAPITAL WORLD GROWTH AND INCOME FUND-C CWGCX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
CAPITAL WORLD GROWTH AND INCOME-F1 CWGFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
INTERMEDIATE BOND FUND OF AMERICA-F1 IBFFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
THE INCOME FUND OF AMERICA-C IFACX Stock USD 1,000,000 USD 250 Level Load CLASS - C No
THE INCOME FUND OF AMERICA-F1 IFAFX Stock USD 1,000,000 USD 250 Load Other CLASS - F1 No
NEW PERSPECTIVE FUND-C NPFCX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
NEW PERSPECTIVE FUND-F1 NPFFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
NEW WORLD FUND-C NEWCX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
NEW WORLD FUND-F1 NWFFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
WASHINGTON MUTUAL INVESTORS FUND-F1 WSHFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
SHORT-TERM BOND FUND OF AMERICA-F1 ASBFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
INTERNATIONAL GROWTH AND INCOME-F1 IGIFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
INTERNATIONAL GROWTH AND INCOME-F2 IGFFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
THE INCOME FUND OF AMERICA-F2 AMEFX Stock USD 1,000,000 USD 250 No Load CLASS - F2 Yes
CAPITAL WORLD BOND FUND-F2 BFWFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
SHORT-TERM BOND FUND OF AMERICA-F2 SBFFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
SMALLCAP WORLD FUND-F2 SMCFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
THE TAX-EXEMPT FUND OF CALIFORNIA-F2 TEFEX Bond USD 1,000,000 USD 1,000 No Load CLASS - F2 Yes
CAPITAL WORLD GROWTH AND INCOME-F2 WGIFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
THE BOND FUND OF AMERICA-F2 ABNFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
EUROPACIFIC GROWTH FUND-F2 AEPFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN HIGH-INCOME MUNI BOND FUND-F2 AHMFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN BALANCED FUND-F2 AMBFX Balanced USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMCAP FUND-F2 AMCFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
THE INVESTMENT COMPANY OF AMERICA-F2 ICAFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN MUTUAL FUND-F2 AMRFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
NEW PERSPECTIVE FUND-F2 ANWFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
CAPITAL INCOME BUILDER-F2 CAIFX Stock USD 1,000,000 USD 250 No Load CLASS - F2 Yes
FUNDAMENTAL INVESTORS-F2 FINFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
THE GROWTH FUND OF AMERICA-F2 GFFFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
U.S. GOVERNMENT SECURITIES FUND-F2 GVTFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
INTERMEDIATE BOND FUND OF AMERICA-F2 IBAFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
LTD TERM TAX-EX BOND FD OF AMERICA-F2 LTEFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
THE NEW ECONOMY FUND-F2 NEFFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
NEW WORLD FUND-F2 NFFFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
WASHINGTON MUTUAL INVESTORS FUND-F2 WMFFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
THE TAX-EXEMPT BOND FUND OF AMERICA-F2 TEAFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AF SHORT-TERM TAX-EXEMPT BOND FUND-F1 FSTTX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AF SHORT-TERM TAX-EXEMPT BOND FUND-F2 ASTFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AF U.S. GOVERNMENT MONEY MARKET-F1 AFFXX Money Market USD 1,000,000 USD 10,000 Load Other CLASS - F1 No
AF U.S. GOVERNMENT MONEY MARKET-F2 AFGXX Money Market USD 1,000,000 USD 10,000 No Load CLASS - F2 Yes
GLOBAL BALANCED FUND-C GBLCX Balanced USD 1,000,000 USD 250 Level Load CLASS - C No
GLOBAL BALANCED FUND-F2 GBLFX Balanced USD 1,000,000 USD 250 No Load CLASS - F2 Yes
TAX-EXEMPT FUND OF NEW YORK-F1 NYAEX Bond USD 1,000,000 USD 1,000 Load Other CLASS - F1 No
TAX-EXEMPT FUND OF NEW YORK-F2 NYAFX Bond USD 1,000,000 USD 1,000 No Load CLASS - F2 Yes
AMERICAN FUNDS MORTGAGE FUND-F1 MFAEX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS MORTGAGE FUND-F2 MFAFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
GLOBAL GROWTH PORTFOLIO-F1 PGGFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
GLOBAL GROWTH PORTFOLIO-F2 PGWFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
TAX-EXEMPT PRESERVATION PORTFOLIO-F1 TEPFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
TAX-EXEMPT PRESERVATION PORTFOLIO-F2 TXEFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
PRESERVATION PORTFOLIO-F1 PPVFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
PRESERVATION PORTFOLIO-F2 PPEFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AF TAX-AWARE CONS GROWTH AND INCOME-F1 TAIFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AF TAX-AWARE CONS GROWTH AND INCOME-F2 TXIFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AF CONSERVATIVE GROWTH AND INCOME-F1 INPFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AF CONSERVATIVE GROWTH AND INCOME-F2 INPEX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AF MODERATE GROWTH AND INCOME-F1 BLPFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AF MODERATE GROWTH AND INCOME-F2 BLPEX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
GROWTH AND INCOME PORTFOLIO-F1 GAIFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
GROWTH AND INCOME PORTFOLIO-F2 GAIEX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
GROWTH PORTFOLIO-F1 GWPFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
GROWTH PORTFOLIO-F2 GWPEX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2010 TARGET DATE-F2 FBATX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE-F1 FATTX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2040 TARGET DATE-F2 FBGTX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2015 TARGET DATE-F2 FBBTX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2030 TARGET DATE-F1 FAETX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2040 TARGET DATE-C CCGTX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2050 TARGET DATE-F2 FBITX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2050 TARGET DATE-F1 FAITX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2030 TARGET DATE-F2 FBETX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE-F2 FBHTX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2030 TARGET DATE-C CCETX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2010 TARGET DATE-F1 FAATX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2015 TARGET DATE-F1 FAKTX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2050 TARGET DATE-C CCITX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2055 TARGET DATE-C CCJTX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2020 TARGET DATE-F1 FAOTX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2055 TARGET DATE-F1 FAJTX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2035 TARGET DATE-C CCFTX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2035 TARGET DATE-F1 FAQTX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2025 TARGET DATE-F1 FAPTX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2025 TARGET DATE-F2 FBDTX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2055 TARGET DATE-F2 FBJTX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2035 TARGET DATE-F2 FBFTX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2020 TARGET DATE-F2 FBCTX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE-C CCHTX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2040 TARGET DATE-F1 FAUTX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
DEVELOPING WORLD GROWTH & INCOME-C DWGCX N/A USD 1,000,000 USD 250 Level Load CLASS - C No
DEVELOPING WORLD GROWTH & INCOME-F1 DWGFX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
DEVELOPING WORLD GROWTH & INCOME-F2 DWGHX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
RTMT INCOME PORTFOLIO CONSERVATIVE-F2 FDFWX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
RTMT INCOME PORTFOLIO MODERATE-F2 FHFWX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2060 TARGET DATE-F2 FBKTX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
RTMT INCOME PORTFOLIO ENHANCED-F2 FGFWX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
INFLATION LINKED BOND FUND-F2 BFIGX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2060 TARGET DATE-F1 FAWTX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
RTMT INCOME PORTFOLIO ENHANCED-F1 FCFWX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
INFLATION LINKED BOND FUND-F1 BFIFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
RTMT INCOME PORTFOLIO CONSERVATIVE-F1 FAFWX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
RTMT INCOME PORTFOLIO MODERATE-F1 FBFWX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
STRATEGIC BOND FUND-F2 ANBFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
STRATEGIC BOND FUND-F1 ANBEX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
CORPORATE BOND FUND-F2 BFCGX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
CORPORATE BOND FUND-F1 BFCFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
GROWTH PORTFOLIO-F3 GWPDX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
GROWTH AND INCOME PORTFOLIO-F3 GAIHX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
U.S. GOVERNMENT SECURITIES FUND-F3 USGFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AF CONSERVATIVE GROWTH AND INCOME-F3 INPDX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
PRESERVATION PORTFOLIO-F3 PPFFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
EMERGING MARKETS BOND FUND-F3 EBNGX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN BALANCED FUND-F3 AFMBX Balanced USD 1,000,000 USD 250 No Load CLASS - F3 Yes
INTERMEDIATE BOND FUND OF AMERICA-F3 IFBFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
THE NEW ECONOMY FUND-F3 FNEFX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
RTMT INCOME PORTFOLIO MODERATE-F3 FIMWX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN HIGH-INCOME TRUST-F3 HIGFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
TAX-EXEMPT FUND OF NEW YORK-F3 TFNYX Bond USD 1,000,000 USD 1,000 No Load CLASS - F3 Yes
THE GROWTH FUND OF AMERICA-F3 GAFFX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
RTMT INCOME PORTFOLIO CONSERVATIVE-F3 FICWX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AF TAX-AWARE CONS GROWTH AND INCOME-F3 TYIFX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2010 TARGET DATE-F3 DJTFX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2025 TARGET DATE-F3 FDDTX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AF U.S. GOVERNMENT MONEY MARKET-F3 USGXX Money Market USD 1,000,000 USD 10,000 No Load CLASS - F3 Yes
AMERICAN FUNDS 2015 TARGET DATE-F3 FDBTX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
CAPITAL WORLD GROWTH AND INCOME-F3 FWGIX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
WASHINGTON MUTUAL INVESTORS FUND-F3 FWMIX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN MUTUAL FUND-F3 AFMFX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
NEW WORLD FUND-F3 FNWFX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AF SHORT-TERM TAX-EXEMPT BOND FUND-F3 SFTEX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
THE INVESTMENT COMPANY OF AMERICA-F3 FFICX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2055 TARGET DATE-F3 FCJTX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
RTMT INCOME PORTFOLIO ENHANCED-F3 FIEWX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
THE TAX-EXEMPT FUND OF CALIFORNIA-F3 EXCAX Bond USD 1,000,000 USD 1,000 No Load CLASS - F3 Yes
CORPORATE BOND FUND-F3 CFBFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
EUROPACIFIC GROWTH FUND-F3 FEUPX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
THE INCOME FUND OF AMERICA-F3 FIFAX Stock USD 1,000,000 USD 250 No Load CLASS - F3 Yes
TAX-EXEMPT PRESERVATION PORTFOLIO-F3 TYEFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2060 TARGET DATE-F3 FCKTX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2050 TARGET DATE-F3 DITFX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
CAPITAL INCOME BUILDER-F3 CFIHX Stock USD 1,000,000 USD 250 No Load CLASS - F3 Yes
GLOBAL GROWTH PORTFOLIO-F3 PGXFX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2040 TARGET DATE-F3 FCGTX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
INFLATION LINKED BOND FUND-F3 FILBX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
CAPITAL WORLD BOND FUND-F3 WFBFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
THE BOND FUND OF AMERICA-F3 BFFAX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
THE TAX-EXEMPT BOND FUND OF AMERICA-F3 TFEBX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMCAP FUND-F3 FMACX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
INTERNATIONAL GROWTH AND INCOME-F3 IGAIX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
FUNDAMENTAL INVESTORS-F3 FUNFX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
STRATEGIC BOND FUND-F3 ANBGX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2030 TARGET DATE-F3 FCETX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2020 TARGET DATE-F3 FCCTX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
NEW PERSPECTIVE FUND-F3 FNPFX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2035 TARGET DATE-F3 FDFTX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN HIGH-INCOME MUNI BOND FUND-F3 HIMFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
GLOBAL BALANCED FUND-F3 GFBLX Balanced USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2045 TARGET DATE-F3 FCHTX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
SMALLCAP WORLD FUND-F3 SFCWX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AF MODERATE GROWTH AND INCOME-F3 BLPDX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS MORTGAGE FUND-F3 AFFMX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
SHORT-TERM BOND FUND OF AMERICA-F3 FSBTX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
LTD TERM TAX-EX BOND FD OF AMERICA-F3 FLTEX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
DEVELOPING WORLD GROWTH & INCOME-F3 FDWGX N/A USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AF GLOBAL INSIGHT FUND-F1 AGVEX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AF INTERNATIONAL VANTAGE FUND-F1 AIVEX N/A USD 1,000,000 USD 250 Load Other CLASS - F1 No
AF GLOBAL INSIGHT FUND-F2 AGVGX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AF INTERNATIONAL VANTAGE FUND-F2 AIVFX N/A USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2060 TARGET DATE-C CCKTX N/A USD 1,000,000 USD 250 Level Load CLASS - C No

Notes:

  1. Advisor minimums may be lower.