| Exchange Hours | Website |
|---|---|
| 9:30 - 15:59 ET | www.americanfunds.com |
| Fund | Symbol | Initial Investment Minimum1 |
Advisor Initial Minimum1 |
Investment Type |
Load Type |
Share Class |
Transaction Fee |
|---|---|---|---|---|---|---|---|
| AMCAP FUND-C | AMPCX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| THE GROWTH FUND OF AMERICA-C | GFACX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| THE INVESTMENT COMPANY OF AMERICA-C | AICCX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| WASHINGTON MUTUAL INVESTORS FUND-C | WSHCX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| AMCAP FUND-F1 | AMPFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| THE GROWTH FUND OF AMERICA-F1 | GFAFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| U.S. GOVERNMENT SECURITIES FUND-F1 | UGSFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| THE TAX-EXEMPT FUND OF CALIFORNIA-F1 | TECFX | USD 1,000 | USD 1,000 | Bond | Load Other | CLASS - F1 | No |
| SMALLCAP WORLD FUND-C | SCWCX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| SMALLCAP WORLD FUND-F1 | SCWFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| EUROPACIFIC GROWTH FUND-C | AEPCX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| EUROPACIFIC GROWTH FUND-F1 | AEGFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| FUNDAMENTAL INVESTORS-C | AFICX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| FUNDAMENTAL INVESTORS-F1 | AFIFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN HIGH-INCOME TRUST-F1 | AHTFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| THE INVESTMENT COMPANY OF AMERICA-F1 | AICFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN MUTUAL FUND-C | AMFCX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| AMERICAN MUTUAL FUND-F1 | AMFFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| THE NEW ECONOMY FUND-F1 | ANFFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN BALANCED FUND-C | BALCX | USD 250 | USD 100,000,000,000,000 | Balanced | Level Load | CLASS - C | No |
| AMERICAN BALANCED FUND-F1 | BALFX | USD 250 | USD 250 | Balanced | Load Other | CLASS - F1 | No |
| THE BOND FUND OF AMERICA-C | BFACX | USD 250 | USD 100,000,000,000,000 | Bond | Level Load | CLASS - C | No |
| THE BOND FUND OF AMERICA-F1 | BFAFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| CAPITAL INCOME BUILDER-C | CIBCX | USD 250 | USD 100,000,000,000,000 | Stock | Level Load | CLASS - C | No |
| CAPITAL INCOME BUILDER-F1 | CIBFX | USD 250 | USD 250 | Stock | Load Other | CLASS - F1 | No |
| AMERICAN HIGH-INCOME MUNI BOND FUND-F1 | ABHFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| LTD TERM TAX-EX BOND FD OF AMERICA-F1 | LTXFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| CAPITAL WORLD BOND FUND-F1 | WBFFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| CAPITAL WORLD GROWTH AND INCOME FUND-C | CWGCX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| CAPITAL WORLD GROWTH AND INCOME-F1 | CWGFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| INTERMEDIATE BOND FUND OF AMERICA-F1 | IBFFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| THE INCOME FUND OF AMERICA-C | IFACX | USD 250 | USD 100,000,000,000,000 | Stock | Level Load | CLASS - C | No |
| THE INCOME FUND OF AMERICA-F1 | IFAFX | USD 250 | USD 250 | Stock | Load Other | CLASS - F1 | No |
| NEW PERSPECTIVE FUND-C | NPFCX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| NEW PERSPECTIVE FUND-F1 | NPFFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| NEW WORLD FUND-C | NEWCX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| NEW WORLD FUND-F1 | NWFFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| WASHINGTON MUTUAL INVESTORS FUND-F1 | WSHFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| SHORT-TERM BOND FUND OF AMERICA-F1 | ASBFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| INTERNATIONAL GROWTH AND INCOME-F1 | IGIFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| INTERNATIONAL GROWTH AND INCOME-F2 | IGFFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| THE INCOME FUND OF AMERICA-F2 | AMEFX | USD 250 | USD 250 | Stock | No Load | CLASS - F2 | Yes |
| CAPITAL WORLD BOND FUND-F2 | BFWFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| SHORT-TERM BOND FUND OF AMERICA-F2 | SBFFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| SMALLCAP WORLD FUND-F2 | SMCFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| THE TAX-EXEMPT FUND OF CALIFORNIA-F2 | TEFEX | USD 1,000 | USD 1,000 | Bond | No Load | CLASS - F2 | Yes |
| CAPITAL WORLD GROWTH AND INCOME-F2 | WGIFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| THE BOND FUND OF AMERICA-F2 | ABNFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| EUROPACIFIC GROWTH FUND-F2 | AEPFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN HIGH-INCOME MUNI BOND FUND-F2 | AHMFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| AMERICAN BALANCED FUND-F2 | AMBFX | USD 250 | USD 250 | Balanced | No Load | CLASS - F2 | Yes |
| AMCAP FUND-F2 | AMCFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| THE INVESTMENT COMPANY OF AMERICA-F2 | ICAFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN MUTUAL FUND-F2 | AMRFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| NEW PERSPECTIVE FUND-F2 | ANWFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| CAPITAL INCOME BUILDER-F2 | CAIFX | USD 250 | USD 250 | Stock | No Load | CLASS - F2 | Yes |
| FUNDAMENTAL INVESTORS-F2 | FINFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| THE GROWTH FUND OF AMERICA-F2 | GFFFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| U.S. GOVERNMENT SECURITIES FUND-F2 | GVTFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| INTERMEDIATE BOND FUND OF AMERICA-F2 | IBAFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| LTD TERM TAX-EX BOND FD OF AMERICA-F2 | LTEFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| THE NEW ECONOMY FUND-F2 | NEFFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| NEW WORLD FUND-F2 | NFFFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| WASHINGTON MUTUAL INVESTORS FUND-F2 | WMFFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| THE TAX-EXEMPT BOND FUND OF AMERICA-F2 | TEAFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| AF SHORT-TERM TAX-EXEMPT BOND FUND-F1 | FSTTX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| AF SHORT-TERM TAX-EXEMPT BOND FUND-F2 | ASTFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| AF U.S. GOVERNMENT MONEY MARKET-F1 | AFFXX | USD 10,000 | USD 1,000 | Money Market | Load Other | CLASS - F1 | No |
| AF U.S. GOVERNMENT MONEY MARKET-F2 | AFGXX | USD 10,000 | USD 1,000 | Money Market | No Load | CLASS - F2 | Yes |
| GLOBAL BALANCED FUND-C | GBLCX | USD 250 | USD 100,000,000,000,000 | Balanced | Level Load | CLASS - C | No |
| GLOBAL BALANCED FUND-F2 | GBLFX | USD 250 | USD 250 | Balanced | No Load | CLASS - F2 | Yes |
| TAX-EXEMPT FUND OF NEW YORK-F1 | NYAEX | USD 1,000 | USD 1,000 | Bond | Load Other | CLASS - F1 | No |
| TAX-EXEMPT FUND OF NEW YORK-F2 | NYAFX | USD 1,000 | USD 1,000 | Bond | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS MORTGAGE FUND-F1 | MFAEX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN FUNDS MORTGAGE FUND-F2 | MFAFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| GLOBAL GROWTH PORTFOLIO-F1 | PGGFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| GLOBAL GROWTH PORTFOLIO-F2 | PGWFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| TAX-EXEMPT PRESERVATION PORTFOLIO-F1 | TEPFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| TAX-EXEMPT PRESERVATION PORTFOLIO-F2 | TXEFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| PRESERVATION PORTFOLIO-F1 | PPVFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| PRESERVATION PORTFOLIO-F2 | PPEFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| AF TAX-AWARE CONS GROWTH AND INCOME-F1 | TAIFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AF TAX-AWARE CONS GROWTH AND INCOME-F2 | TXIFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AF CONSERVATIVE GROWTH AND INCOME-F1 | INPFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AF CONSERVATIVE GROWTH AND INCOME-F2 | INPEX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AF MODERATE GROWTH AND INCOME-F1 | BLPFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AF MODERATE GROWTH AND INCOME-F2 | BLPEX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| GROWTH AND INCOME PORTFOLIO-F1 | GAIFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| GROWTH AND INCOME PORTFOLIO-F2 | GAIEX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| GROWTH PORTFOLIO-F1 | GWPFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| GROWTH PORTFOLIO-F2 | GWPEX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2010 TARGET DATE-F2 | FBATX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2045 TARGET DATE-F1 | FATTX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN FUNDS 2040 TARGET DATE-F2 | FBGTX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2015 TARGET DATE-F2 | FBBTX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2030 TARGET DATE-F1 | FAETX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN FUNDS 2040 TARGET DATE-C | CCGTX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| AMERICAN FUNDS 2050 TARGET DATE-F2 | FBITX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2050 TARGET DATE-F1 | FAITX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN FUNDS 2030 TARGET DATE-F2 | FBETX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2045 TARGET DATE-F2 | FBHTX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2030 TARGET DATE-C | CCETX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| AMERICAN FUNDS 2010 TARGET DATE-F1 | FAATX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN FUNDS 2015 TARGET DATE-F1 | FAKTX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN FUNDS 2050 TARGET DATE-C | CCITX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| AMERICAN FUNDS 2055 TARGET DATE-C | CCJTX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| AMERICAN FUNDS 2020 TARGET DATE-F1 | FAOTX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN FUNDS 2055 TARGET DATE-F1 | FAJTX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN FUNDS 2035 TARGET DATE-C | CCFTX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| AMERICAN FUNDS 2035 TARGET DATE-F1 | FAQTX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN FUNDS 2025 TARGET DATE-F1 | FAPTX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AMERICAN FUNDS 2025 TARGET DATE-F2 | FBDTX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2055 TARGET DATE-F2 | FBJTX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2035 TARGET DATE-F2 | FBFTX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2020 TARGET DATE-F2 | FBCTX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2045 TARGET DATE-C | CCHTX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| AMERICAN FUNDS 2040 TARGET DATE-F1 | FAUTX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| DEVELOPING WORLD GROWTH & INCOME-C | DWGCX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
| DEVELOPING WORLD GROWTH & INCOME-F1 | DWGFX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| DEVELOPING WORLD GROWTH & INCOME-F2 | DWGHX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| RTMT INCOME PORTFOLIO CONSERVATIVE-F2 | FDFWX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| RTMT INCOME PORTFOLIO MODERATE-F2 | FHFWX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2060 TARGET DATE-F2 | FBKTX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| RTMT INCOME PORTFOLIO ENHANCED-F2 | FGFWX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| INFLATION LINKED BOND FUND-F2 | BFIGX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2060 TARGET DATE-F1 | FAWTX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| RTMT INCOME PORTFOLIO ENHANCED-F1 | FCFWX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| INFLATION LINKED BOND FUND-F1 | BFIFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| RTMT INCOME PORTFOLIO CONSERVATIVE-F1 | FAFWX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| RTMT INCOME PORTFOLIO MODERATE-F1 | FBFWX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| STRATEGIC BOND FUND-F2 | ANBFX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| STRATEGIC BOND FUND-F1 | ANBEX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| CORPORATE BOND FUND-F2 | BFCGX | USD 250 | USD 250 | Bond | No Load | CLASS - F2 | Yes |
| CORPORATE BOND FUND-F1 | BFCFX | USD 250 | USD 250 | Bond | Load Other | CLASS - F1 | No |
| GROWTH PORTFOLIO-F3 | GWPDX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| GROWTH AND INCOME PORTFOLIO-F3 | GAIHX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| U.S. GOVERNMENT SECURITIES FUND-F3 | USGFX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| AF CONSERVATIVE GROWTH AND INCOME-F3 | INPDX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| PRESERVATION PORTFOLIO-F3 | PPFFX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| EMERGING MARKETS BOND FUND-F3 | EBNGX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| AMERICAN BALANCED FUND-F3 | AFMBX | USD 250 | USD 250 | Balanced | No Load | CLASS - F3 | Yes |
| INTERMEDIATE BOND FUND OF AMERICA-F3 | IFBFX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| THE NEW ECONOMY FUND-F3 | FNEFX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| RTMT INCOME PORTFOLIO MODERATE-F3 | FIMWX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN HIGH-INCOME TRUST-F3 | HIGFX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| TAX-EXEMPT FUND OF NEW YORK-F3 | TFNYX | USD 1,000 | USD 1,000 | Bond | No Load | CLASS - F3 | Yes |
| THE GROWTH FUND OF AMERICA-F3 | GAFFX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| RTMT INCOME PORTFOLIO CONSERVATIVE-F3 | FICWX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AF TAX-AWARE CONS GROWTH AND INCOME-F3 | TYIFX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2010 TARGET DATE-F3 | DJTFX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2025 TARGET DATE-F3 | FDDTX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AF U.S. GOVERNMENT MONEY MARKET-F3 | USGXX | USD 10,000 | USD 1,000 | Money Market | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2015 TARGET DATE-F3 | FDBTX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| CAPITAL WORLD GROWTH AND INCOME-F3 | FWGIX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| WASHINGTON MUTUAL INVESTORS FUND-F3 | FWMIX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN MUTUAL FUND-F3 | AFMFX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| NEW WORLD FUND-F3 | FNWFX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AF SHORT-TERM TAX-EXEMPT BOND FUND-F3 | SFTEX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| THE INVESTMENT COMPANY OF AMERICA-F3 | FFICX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2055 TARGET DATE-F3 | FCJTX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| RTMT INCOME PORTFOLIO ENHANCED-F3 | FIEWX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| THE TAX-EXEMPT FUND OF CALIFORNIA-F3 | EXCAX | USD 1,000 | USD 1,000 | Bond | No Load | CLASS - F3 | Yes |
| CORPORATE BOND FUND-F3 | CFBFX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| EUROPACIFIC GROWTH FUND-F3 | FEUPX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| THE INCOME FUND OF AMERICA-F3 | FIFAX | USD 250 | USD 250 | Stock | No Load | CLASS - F3 | Yes |
| TAX-EXEMPT PRESERVATION PORTFOLIO-F3 | TYEFX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2060 TARGET DATE-F3 | FCKTX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2050 TARGET DATE-F3 | DITFX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| CAPITAL INCOME BUILDER-F3 | CFIHX | USD 250 | USD 250 | Stock | No Load | CLASS - F3 | Yes |
| GLOBAL GROWTH PORTFOLIO-F3 | PGXFX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2040 TARGET DATE-F3 | FCGTX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| INFLATION LINKED BOND FUND-F3 | FILBX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| CAPITAL WORLD BOND FUND-F3 | WFBFX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| THE BOND FUND OF AMERICA-F3 | BFFAX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| THE TAX-EXEMPT BOND FUND OF AMERICA-F3 | TFEBX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| AMCAP FUND-F3 | FMACX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| INTERNATIONAL GROWTH AND INCOME-F3 | IGAIX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| FUNDAMENTAL INVESTORS-F3 | FUNFX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| STRATEGIC BOND FUND-F3 | ANBGX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2030 TARGET DATE-F3 | FCETX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2020 TARGET DATE-F3 | FCCTX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| NEW PERSPECTIVE FUND-F3 | FNPFX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2035 TARGET DATE-F3 | FDFTX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN HIGH-INCOME MUNI BOND FUND-F3 | HIMFX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| GLOBAL BALANCED FUND-F3 | GFBLX | USD 250 | USD 250 | Balanced | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS 2045 TARGET DATE-F3 | FCHTX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| SMALLCAP WORLD FUND-F3 | SFCWX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AF MODERATE GROWTH AND INCOME-F3 | BLPDX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AMERICAN FUNDS MORTGAGE FUND-F3 | AFFMX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| SHORT-TERM BOND FUND OF AMERICA-F3 | FSBTX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| LTD TERM TAX-EX BOND FD OF AMERICA-F3 | FLTEX | USD 250 | USD 250 | Bond | No Load | CLASS - F3 | Yes |
| DEVELOPING WORLD GROWTH & INCOME-F3 | FDWGX | USD 250 | USD 250 | N/A | No Load | CLASS - F3 | Yes |
| AF GLOBAL INSIGHT FUND-F1 | AGVEX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AF INTERNATIONAL VANTAGE FUND-F1 | AIVEX | USD 250 | USD 250 | N/A | Load Other | CLASS - F1 | No |
| AF GLOBAL INSIGHT FUND-F2 | AGVGX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AF INTERNATIONAL VANTAGE FUND-F2 | AIVFX | USD 250 | USD 250 | N/A | No Load | CLASS - F2 | Yes |
| AMERICAN FUNDS 2060 TARGET DATE-C | CCKTX | USD 250 | USD 100,000,000,000,000 | N/A | Level Load | CLASS - C | No |
Notes: