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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 Equity USD 1,000,000 USD 250 Level Load CLASS - C No
THE GROWTH FUND OF AMERICA-C GFACX Equity USD 1,000,000 USD 250 Level Load CLASS - C No
THE INVESTMENT COMPANY OF AMERICA-C AICCX Equity USD 1,000,000 USD 250 Level Load CLASS - C No
WASHINGTON MUTUAL INVESTORS FUND-C WSHCX Equity USD 1,000,000 USD 250 Level Load CLASS - C No
AMCAP FUND-F1 AMPFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
THE GROWTH FUND OF AMERICA-F1 GFAFX Equity 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 Equity USD 1,000,000 USD 250 Level Load CLASS - C No
SMALLCAP WORLD FUND-F1 SCWFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
EUROPACIFIC GROWTH FUND-C AEPCX Equity USD 1,000,000 USD 250 Level Load CLASS - C No
EUROPACIFIC GROWTH FUND-F1 AEGFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
FUNDAMENTAL INVESTORS-C AFICX Equity USD 1,000,000 USD 250 Level Load CLASS - C No
FUNDAMENTAL INVESTORS-F1 AFIFX Equity 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 Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN MUTUAL FUND-C AMFCX Equity USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN MUTUAL FUND-F1 AMFFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
THE NEW ECONOMY FUND-F1 ANFFX Equity 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 Equity USD 1,000,000 USD 250 Level Load CLASS - C No
CAPITAL WORLD GROWTH AND INCOME-F1 CWGFX Equity 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 Equity USD 1,000,000 USD 250 Level Load CLASS - C No
NEW PERSPECTIVE FUND-F1 NPFFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
NEW WORLD FUND-C NEWCX Equity USD 1,000,000 USD 250 Level Load CLASS - C No
NEW WORLD FUND-F1 NWFFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
WASHINGTON MUTUAL INVESTORS FUND-F1 WSHFX Equity 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 Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
INTERNATIONAL GROWTH AND INCOME-F2 IGFFX Equity 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 Equity 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 Equity 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 Equity 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 Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
THE INVESTMENT COMPANY OF AMERICA-F2 ICAFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN MUTUAL FUND-F2 AMRFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
NEW PERSPECTIVE FUND-F2 ANWFX Equity 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 Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
THE GROWTH FUND OF AMERICA-F2 GFFFX Equity 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 Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
NEW WORLD FUND-F2 NFFFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
WASHINGTON MUTUAL INVESTORS FUND-F2 WMFFX Equity 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 Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS MORTGAGE FUND-F2 MFAFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
GLOBAL GROWTH PORTFOLIO-F1 PGGFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
GLOBAL GROWTH PORTFOLIO-F2 PGWFX Equity 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 Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AF TAX-AWARE CONS GROWTH AND INCOME-F2 TXIFX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AF CONSERVATIVE GROWTH AND INCOME-F1 INPFX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AF CONSERVATIVE GROWTH AND INCOME-F2 INPEX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AF MODERATE GROWTH AND INCOME-F1 BLPFX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AF MODERATE GROWTH AND INCOME-F2 BLPEX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
GROWTH AND INCOME PORTFOLIO-F1 GAIFX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
GROWTH AND INCOME PORTFOLIO-F2 GAIEX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
GROWTH PORTFOLIO-F1 GWPFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
GROWTH PORTFOLIO-F2 GWPEX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2010 TARGET DATE-F2 FBATX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE-F1 FATTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2040 TARGET DATE-F2 FBGTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2015 TARGET DATE-F2 FBBTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2030 TARGET DATE-F1 FAETX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2040 TARGET DATE-C CCGTX Mixed Investments USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2050 TARGET DATE-F2 FBITX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2050 TARGET DATE-F1 FAITX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2030 TARGET DATE-F2 FBETX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE-F2 FBHTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2030 TARGET DATE-C CCETX Mixed Investments USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2010 TARGET DATE-F1 FAATX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2015 TARGET DATE-F1 FAKTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2050 TARGET DATE-C CCITX Mixed Investments USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2055 TARGET DATE-C CCJTX Mixed Investments USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2020 TARGET DATE-F1 FAOTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2055 TARGET DATE-F1 FAJTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2035 TARGET DATE-C CCFTX Mixed Investments USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2035 TARGET DATE-F1 FAQTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2025 TARGET DATE-F1 FAPTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2025 TARGET DATE-F2 FBDTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2055 TARGET DATE-F2 FBJTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2035 TARGET DATE-F2 FBFTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2020 TARGET DATE-F2 FBCTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE-C CCHTX Mixed Investments USD 1,000,000 USD 250 Level Load CLASS - C No
AMERICAN FUNDS 2040 TARGET DATE-F1 FAUTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
DEVELOPING WORLD GROWTH & INCOME-C DWGCX Equity USD 1,000,000 USD 250 Level Load CLASS - C No
DEVELOPING WORLD GROWTH & INCOME-F1 DWGFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
DEVELOPING WORLD GROWTH & INCOME-F2 DWGHX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
RTMT INCOME PORTFOLIO CONSERVATIVE-F2 FDFWX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
RTMT INCOME PORTFOLIO MODERATE-F2 FHFWX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2060 TARGET DATE-F2 FBKTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
RTMT INCOME PORTFOLIO ENHANCED-F2 FGFWX Mixed Investments 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 Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
RTMT INCOME PORTFOLIO ENHANCED-F1 FCFWX Mixed Investments 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 Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
RTMT INCOME PORTFOLIO MODERATE-F1 FBFWX Mixed Investments 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 Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
GROWTH AND INCOME PORTFOLIO-F3 GAIHX Mixed Investments 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 Mixed Investments 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 Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
RTMT INCOME PORTFOLIO MODERATE-F3 FIMWX Mixed Investments 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 Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
RTMT INCOME PORTFOLIO CONSERVATIVE-F3 FICWX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AF TAX-AWARE CONS GROWTH AND INCOME-F3 TYIFX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2010 TARGET DATE-F3 DJTFX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2025 TARGET DATE-F3 FDDTX Mixed Investments 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 Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
CAPITAL WORLD GROWTH AND INCOME-F3 FWGIX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
WASHINGTON MUTUAL INVESTORS FUND-F3 FWMIX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN MUTUAL FUND-F3 AFMFX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
NEW WORLD FUND-F3 FNWFX Equity 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 Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2055 TARGET DATE-F3 FCJTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
RTMT INCOME PORTFOLIO ENHANCED-F3 FIEWX Mixed Investments 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 Equity 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 Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2050 TARGET DATE-F3 DITFX Mixed Investments 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 Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2040 TARGET DATE-F3 FCGTX Mixed Investments 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 Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
FUNDAMENTAL INVESTORS-F3 FUNFX Equity 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 Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2020 TARGET DATE-F3 FCCTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
NEW PERSPECTIVE FUND-F3 FNPFX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2035 TARGET DATE-F3 FDFTX Mixed Investments 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 Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
SMALLCAP WORLD FUND-F3 SFCWX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AF MODERATE GROWTH AND INCOME-F3 BLPDX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS MORTGAGE FUND-F3 AFFMX Bond 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 Equity 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.