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 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 0 N/A No Load CLASS - F2 Yes
THE INCOME FUND OF AMERICA-F2 AMEFX USD 250 USD 0 Stock No Load CLASS - F2 Yes
CAPITAL WORLD BOND FUND-F2 BFWFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
SHORT-TERM BOND FUND OF AMERICA-F2 SBFFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
SMALLCAP WORLD FUND-F2 SMCFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
THE TAX-EXEMPT FUND OF CALIFORNIA-F2 TEFEX USD 1,000 USD 0 Bond No Load CLASS - F2 Yes
CAPITAL WORLD GROWTH AND INCOME-F2 WGIFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
THE BOND FUND OF AMERICA-F2 ABNFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
EUROPACIFIC GROWTH FUND-F2 AEPFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
AMERICAN HIGH-INCOME MUNI BOND FUND-F2 AHMFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN BALANCED FUND-F2 AMBFX USD 250 USD 0 Balanced No Load CLASS - F2 Yes
AMCAP FUND-F2 AMCFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
THE INVESTMENT COMPANY OF AMERICA-F2 ICAFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
AMERICAN MUTUAL FUND-F2 AMRFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
NEW PERSPECTIVE FUND-F2 ANWFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
CAPITAL INCOME BUILDER-F2 CAIFX USD 250 USD 0 Stock No Load CLASS - F2 Yes
FUNDAMENTAL INVESTORS-F2 FINFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
THE GROWTH FUND OF AMERICA-F2 GFFFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
U.S. GOVERNMENT SECURITIES FUND-F2 GVTFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
INTERMEDIATE BOND FUND OF AMERICA-F2 IBAFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
LTD TERM TAX-EX BOND FD OF AMERICA-F2 LTEFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
THE NEW ECONOMY FUND-F2 NEFFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
NEW WORLD FUND-F2 NFFFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
WASHINGTON MUTUAL INVESTORS FUND-F2 WMFFX USD 250 USD 0 N/A No Load CLASS - F2 Yes
THE TAX-EXEMPT BOND FUND OF AMERICA-F2 TEAFX USD 250 USD 0 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 0 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 0 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 0 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 0 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 0 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 0 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 0 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 0 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 0 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 0 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 0 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 0 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 0 N/A No Load CLASS - F2 Yes
AMERICAN FUNDS 2010 TARGET DATE-F2 FBATX USD 250 USD 0 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 0 N/A No Load CLASS - F2 Yes
AMERICAN FUNDS 2015 TARGET DATE-F2 FBBTX USD 250 USD 0 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 0 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 0 N/A No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE-F2 FBHTX USD 250 USD 0 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 0 N/A No Load CLASS - F2 Yes
AMERICAN FUNDS 2055 TARGET DATE-F2 FBJTX USD 250 USD 0 N/A No Load CLASS - F2 Yes
AMERICAN FUNDS 2035 TARGET DATE-F2 FBFTX USD 250 USD 0 N/A No Load CLASS - F2 Yes
AMERICAN FUNDS 2020 TARGET DATE-F2 FBCTX USD 250 USD 0 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 0 N/A No Load CLASS - F2 Yes
RTMT INCOME PORTFOLIO CONSERVATIVE-F2 FDFWX USD 250 USD 0 N/A No Load CLASS - F2 Yes
RTMT INCOME PORTFOLIO MODERATE-F2 FHFWX USD 250 USD 0 N/A No Load CLASS - F2 Yes
AMERICAN FUNDS 2060 TARGET DATE-F2 FBKTX USD 250 USD 0 N/A No Load CLASS - F2 Yes
RTMT INCOME PORTFOLIO ENHANCED-F2 FGFWX USD 250 USD 0 N/A No Load CLASS - F2 Yes
INFLATION LINKED BOND FUND-F2 BFIGX USD 250 USD 0 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 0 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 0 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 0 N/A No Load CLASS - F3 Yes
GROWTH AND INCOME PORTFOLIO-F3 GAIHX USD 250 USD 0 N/A No Load CLASS - F3 Yes
U.S. GOVERNMENT SECURITIES FUND-F3 USGFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AF CONSERVATIVE GROWTH AND INCOME-F3 INPDX USD 250 USD 0 N/A No Load CLASS - F3 Yes
PRESERVATION PORTFOLIO-F3 PPFFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
EMERGING MARKETS BOND FUND-F3 EBNGX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN BALANCED FUND-F3 AFMBX USD 250 USD 0 Balanced No Load CLASS - F3 Yes
INTERMEDIATE BOND FUND OF AMERICA-F3 IFBFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
THE NEW ECONOMY FUND-F3 FNEFX USD 250 USD 0 N/A No Load CLASS - F3 Yes
RTMT INCOME PORTFOLIO MODERATE-F3 FIMWX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN HIGH-INCOME TRUST-F3 HIGFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
TAX-EXEMPT FUND OF NEW YORK-F3 TFNYX USD 1,000 USD 0 Bond No Load CLASS - F3 Yes
THE GROWTH FUND OF AMERICA-F3 GAFFX USD 250 USD 0 N/A No Load CLASS - F3 Yes
RTMT INCOME PORTFOLIO CONSERVATIVE-F3 FICWX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AF TAX-AWARE CONS GROWTH AND INCOME-F3 TYIFX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN FUNDS 2010 TARGET DATE-F3 DJTFX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN FUNDS 2025 TARGET DATE-F3 FDDTX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AF U.S. GOVERNMENT MONEY MARKET-F3 USGXX USD 10,000 USD 0 Money Market No Load CLASS - F3 Yes
AMERICAN FUNDS 2015 TARGET DATE-F3 FDBTX USD 250 USD 0 N/A No Load CLASS - F3 Yes
CAPITAL WORLD GROWTH AND INCOME-F3 FWGIX USD 250 USD 0 N/A No Load CLASS - F3 Yes
WASHINGTON MUTUAL INVESTORS FUND-F3 FWMIX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN MUTUAL FUND-F3 AFMFX USD 250 USD 0 N/A No Load CLASS - F3 Yes
NEW WORLD FUND-F3 FNWFX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AF SHORT-TERM TAX-EXEMPT BOND FUND-F3 SFTEX USD 250 USD 0 Bond No Load CLASS - F3 Yes
THE INVESTMENT COMPANY OF AMERICA-F3 FFICX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN FUNDS 2055 TARGET DATE-F3 FCJTX USD 250 USD 0 N/A No Load CLASS - F3 Yes
RTMT INCOME PORTFOLIO ENHANCED-F3 FIEWX USD 250 USD 0 N/A No Load CLASS - F3 Yes
THE TAX-EXEMPT FUND OF CALIFORNIA-F3 EXCAX USD 1,000 USD 0 Bond No Load CLASS - F3 Yes
CORPORATE BOND FUND-F3 CFBFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
EUROPACIFIC GROWTH FUND-F3 FEUPX USD 250 USD 0 N/A No Load CLASS - F3 Yes
THE INCOME FUND OF AMERICA-F3 FIFAX USD 250 USD 0 Stock No Load CLASS - F3 Yes
TAX-EXEMPT PRESERVATION PORTFOLIO-F3 TYEFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS 2060 TARGET DATE-F3 FCKTX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN FUNDS 2050 TARGET DATE-F3 DITFX USD 250 USD 0 N/A No Load CLASS - F3 Yes
CAPITAL INCOME BUILDER-F3 CFIHX USD 250 USD 0 Stock No Load CLASS - F3 Yes
GLOBAL GROWTH PORTFOLIO-F3 PGXFX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN FUNDS 2040 TARGET DATE-F3 FCGTX USD 250 USD 0 N/A No Load CLASS - F3 Yes
INFLATION LINKED BOND FUND-F3 FILBX USD 250 USD 0 Bond No Load CLASS - F3 Yes
CAPITAL WORLD BOND FUND-F3 WFBFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
THE BOND FUND OF AMERICA-F3 BFFAX USD 250 USD 0 Bond No Load CLASS - F3 Yes
THE TAX-EXEMPT BOND FUND OF AMERICA-F3 TFEBX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMCAP FUND-F3 FMACX USD 250 USD 0 N/A No Load CLASS - F3 Yes
INTERNATIONAL GROWTH AND INCOME-F3 IGAIX USD 250 USD 0 N/A No Load CLASS - F3 Yes
FUNDAMENTAL INVESTORS-F3 FUNFX USD 250 USD 0 N/A No Load CLASS - F3 Yes
STRATEGIC BOND FUND-F3 ANBGX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS 2030 TARGET DATE-F3 FCETX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN FUNDS 2020 TARGET DATE-F3 FCCTX USD 250 USD 0 N/A No Load CLASS - F3 Yes
NEW PERSPECTIVE FUND-F3 FNPFX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN FUNDS 2035 TARGET DATE-F3 FDFTX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN HIGH-INCOME MUNI BOND FUND-F3 HIMFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
GLOBAL BALANCED FUND-F3 GFBLX USD 250 USD 0 Balanced No Load CLASS - F3 Yes
AMERICAN FUNDS 2045 TARGET DATE-F3 FCHTX USD 250 USD 0 N/A No Load CLASS - F3 Yes
SMALLCAP WORLD FUND-F3 SFCWX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AF MODERATE GROWTH AND INCOME-F3 BLPDX USD 250 USD 0 N/A No Load CLASS - F3 Yes
AMERICAN FUNDS MORTGAGE FUND-F3 AFFMX USD 250 USD 0 N/A No Load CLASS - F3 Yes
SHORT-TERM BOND FUND OF AMERICA-F3 FSBTX USD 250 USD 0 Bond No Load CLASS - F3 Yes
LTD TERM TAX-EX BOND FD OF AMERICA-F3 FLTEX USD 250 USD 0 Bond No Load CLASS - F3 Yes
DEVELOPING WORLD GROWTH & INCOME-F3 FDWGX USD 250 USD 0 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 0 N/A No Load CLASS - F2 Yes
AF INTERNATIONAL VANTAGE FUND-F2 AIVFX USD 250 USD 0 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:

  1. Advisor minimums may be lower.