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
AMERICAN FUNDS AMCAP FUND AMPFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS THE GROWTH FUND OF AMERICA GFAFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS U.S. GOVERNMENT SECURITIES FUND UGSFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS THE TAX-EXEMPT FUND OF CALIFORNIA TECFX Bond USD 1,000,000 USD 1,000 Load Other CLASS - F1 No
AMERICAN FUNDS SMALLCAP WORLD FUND SCWFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS EUROPACIFIC GROWTH FUND AEGFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS FUNDAMENTAL INVESTORS AFIFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN HIGH-INCOME TRUST AHTFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS THE INVESTMENT COMPANY OF AMERICA AICFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN MUTUAL FUND AMFFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS THE NEW ECONOMY FUND ANFFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN BALANCED FUND BALFX Balanced USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS THE BOND FUND OF AMERICA BFAFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS CAPITAL INCOME BUILDER CIBFX Stock USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN HIGH-INCOME MUNICIPAL BOND FUND ABHFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS LIMITED TERM TAX-EXEMPT BOND FUND OF AMERICA LTXFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS CAPITAL WORLD BOND FUND WBFFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND CWGFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS INTERMEDIATE BOND FUND OF AMERICA IBFFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS THE INCOME FUND OF AMERICA IFAFX Stock USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS NEW PERSPECTIVE FUND NPFFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS NEW WORLD FUND NWFFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND WSHFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS SHORT-TERM BOND FUND OF AMERICA ASBFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME FUND IGIFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME FUND IGFFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS THE INCOME FUND OF AMERICA AMEFX Stock USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS CAPITAL WORLD BOND FUND BFWFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS SHORT-TERM BOND FUND OF AMERICA SBFFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS SMALLCAP WORLD FUND SMCFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS THE TAX-EXEMPT FUND OF CALIFORNIA TEFEX Bond USD 1,000,000 USD 1,000 No Load CLASS - F2 Yes
AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND WGIFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS THE BOND FUND OF AMERICA ABNFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS EUROPACIFIC GROWTH FUND AEPFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN HIGH-INCOME MUNICIPAL BOND FUND AHMFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN BALANCED FUND AMBFX Balanced USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS AMCAP FUND AMCFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS THE INVESTMENT COMPANY OF AMERICA ICAFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN MUTUAL FUND AMRFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS NEW PERSPECTIVE FUND ANWFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS CAPITAL INCOME BUILDER CAIFX Stock USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS FUNDAMENTAL INVESTORS FINFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS THE GROWTH FUND OF AMERICA GFFFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS U.S. GOVERNMENT SECURITIES FUND GVTFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS INTERMEDIATE BOND FUND OF AMERICA IBAFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS LIMITED TERM TAX-EXEMPT BOND FUND OF AMERICA LTEFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS THE NEW ECONOMY FUND NEFFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS NEW WORLD FUND NFFFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND WMFFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS THE TAX-EXEMPT BOND FUND OF AMERICA TEAFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND FSTTX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND ASTFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS U.S. GOVERNMENT MONEY MARKET FUND AFFXX Money Market USD 1,000,000 USD 10,000 Load Other CLASS - F1 No
AMERICAN FUNDS U.S. GOVERNMENT MONEY MARKET FUND AFGXX Money Market USD 1,000,000 USD 10,000 No Load CLASS - F2 Yes
AMERICAN FUNDS GLOBAL BALANCED FUND GBLFX Balanced USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK NYAEX Bond USD 1,000,000 USD 1,000 Load Other CLASS - F1 No
AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK NYAFX Bond USD 1,000,000 USD 1,000 No Load CLASS - F2 Yes
AMERICAN FUNDS MORTGAGE FUND MFAEX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS MORTGAGE FUND MFAFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO PGGFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO PGWFX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO TEPFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO TXEFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS PRESERVATION PORTFOLIO PPVFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS PRESERVATION PORTFOLIO PPEFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS TAX-ADVANTAGED GROWTH AND INCOME PORTFOLIO TAIFX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS TAX-ADVANTAGED GROWTH AND INCOME PORTFOLIO TXIFX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS CONSERVATIVE GROWTH AND INCOME PORTFOLIO INPFX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS CONSERVATIVE GROWTH AND INCOME PORTFOLIO INPEX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS MODERATE GROWTH AND INCOME PORTFOLIO BLPFX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS MODERATE GROWTH AND INCOME PORTFOLIO BLPEX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS GROWTH & INCOME PORTFOLIO GAIFX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS GROWTH & INCOME PORTFOLIO GAIEX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS GROWTH PORTFOLIO GWPFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS GROWTH PORTFOLIO GWPEX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND FBATX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND FATTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND FBGTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND FBBTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND FAETX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND FBITX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND FAITX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND FBETX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND FBHTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND FAATX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND FAKTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND FAOTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND FAJTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND FAQTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND FAPTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND FBDTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND FBJTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND FBFTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND FBCTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND FAUTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS DEVELOPING WORLD GROWTH AND INCOME FUND DWGFX Equity USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS DEVELOPING WORLD GROWTH AND INCOME FUND DWGHX Equity USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - CONSERVATIVE FDFWX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - MODERATE FHFWX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND FBKTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - ENHANCED FGFWX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS INFLATION LINKED BOND FUND BFIGX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND FAWTX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - ENHANCED FCFWX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS INFLATION LINKED BOND FUND BFIFX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - CONSERVATIVE FAFWX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - MODERATE FBFWX Mixed Investments USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS STRATEGIC BOND FUND ANBFX Bond USD 1,000,000 USD 250 No Load CLASS - F2 Yes
AMERICAN FUNDS STRATEGIC BOND FUND ANBEX Bond USD 1,000,000 USD 250 Load Other CLASS - F1 No
AMERICAN FUNDS GROWTH PORTFOLIO GWPDX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS GROWTH & INCOME PORTFOLIO GAIHX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS U.S. GOVERNMENT SECURITIES FUND USGFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS CONSERVATIVE GROWTH AND INCOME PORTFOLIO INPDX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS PRESERVATION PORTFOLIO PPFFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS EMERGING MARKETS BOND FUND EBNGX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN BALANCED FUND AFMBX Balanced USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS INTERMEDIATE BOND FUND OF AMERICA IFBFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS THE NEW ECONOMY FUND FNEFX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - MODERATE FIMWX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN HIGH-INCOME TRUST HIGFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK TFNYX Bond USD 1,000,000 USD 1,000 No Load CLASS - F3 Yes
AMERICAN FUNDS THE GROWTH FUND OF AMERICA GAFFX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - CONSERVATIVE FICWX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS TAX-ADVANTAGED GROWTH AND INCOME PORTFOLIO TYIFX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND DJTFX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND FDDTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS U.S. GOVERNMENT MONEY MARKET FUND USGXX Money Market USD 1,000,000 USD 10,000 No Load CLASS - F3 Yes
AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND FDBTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND FWGIX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND FWMIX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN MUTUAL FUND AFMFX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS NEW WORLD FUND FNWFX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND SFTEX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS THE INVESTMENT COMPANY OF AMERICA FFICX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND FCJTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - ENHANCED FIEWX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS THE TAX-EXEMPT FUND OF CALIFORNIA EXCAX Bond USD 1,000,000 USD 1,000 No Load CLASS - F3 Yes
AMERICAN FUNDS CORPORATE BOND FUND CFBFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS EUROPACIFIC GROWTH FUND FEUPX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS THE INCOME FUND OF AMERICA FIFAX Stock USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO TYEFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND FCKTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND DITFX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS CAPITAL INCOME BUILDER CFIHX Stock USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO PGXFX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND FCGTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS INFLATION LINKED BOND FUND FILBX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS CAPITAL WORLD BOND FUND WFBFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS THE BOND FUND OF AMERICA BFFAX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS THE TAX-EXEMPT BOND FUND OF AMERICA TFEBX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS AMCAP FUND FMACX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS FUNDAMENTAL INVESTORS FUNFX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS STRATEGIC BOND FUND ANBGX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND FCETX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND FCCTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS NEW PERSPECTIVE FUND FNPFX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND FDFTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN HIGH-INCOME MUNICIPAL BOND FUND HIMFX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS GLOBAL BALANCED FUND GFBLX Balanced USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND FCHTX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS SMALLCAP WORLD FUND SFCWX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS MODERATE GROWTH AND INCOME PORTFOLIO BLPDX Mixed Investments USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS MORTGAGE FUND AFFMX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS SHORT-TERM BOND FUND OF AMERICA FSBTX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS LIMITED TERM TAX-EXEMPT BOND FUND OF AMERICA FLTEX Bond USD 1,000,000 USD 250 No Load CLASS - F3 Yes
AMERICAN FUNDS DEVELOPING WORLD GROWTH AND INCOME FUND FDWGX Equity USD 1,000,000 USD 250 No Load CLASS - F3 Yes

Notes:

  1. Advisor minimums may be lower.