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
AMERICAN FUNDS AMCAP FUND AMPFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS THE GROWTH FUND OF AMERICA GFAFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS U.S. GOVERNMENT SECURITIES FUND UGSFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS THE TAX-EXEMPT FUND OF VIRGINIA TEVFX USD 1,000 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS THE TAX-EXEMPT FUND OF MARYLAND TMDFX USD 1,000 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS THE TAX-EXEMPT FUND OF CALIFORNIA TECFX USD 1,000 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS SMALLCAP WORLD FUND SCWFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS EUROPACIFIC GROWTH FUND AEGFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS FUNDAMENTAL INVESTORS AFIFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN HIGH-INCOME TRUST AHTFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS THE INVESTMENT COMPANY OF AMERICA AICFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN MUTUAL FUND AMFFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS THE NEW ECONOMY FUND ANFFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN BALANCED FUND BALFX USD 250 USD 0 Balanced Load Other CLASS - F1 No
AMERICAN FUNDS THE BOND FUND OF AMERICA BFAFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS CAPITAL INCOME BUILDER CIBFX USD 250 USD 0 Stock Load Other CLASS - F1 No
AMERICAN HIGH-INCOME MUNICIPAL BOND FUND ABHFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS LIMITED TERM TAX-EXEMPT BOND FUND OF AMERICA LTXFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS CAPITAL WORLD BOND FUND WBFFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND CWGFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS INTERMEDIATE BOND FUND OF AMERICA IBFFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS THE INCOME FUND OF AMERICA IFAFX USD 250 USD 0 Stock Load Other CLASS - F1 No
AMERICAN FUNDS NEW PERSPECTIVE FUND NPFFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS NEW WORLD FUND NWFFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND WSHFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS SHORT-TERM BOND FUND OF AMERICA ASBFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME FUND IGIFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS INTERNATIONAL GROWTH AND INCOME FUND IGFFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS THE INCOME FUND OF AMERICA AMEFX USD 250 USD 0 Stock No Load CLASS - F2 Yes
AMERICAN FUNDS CAPITAL WORLD BOND FUND BFWFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS SHORT-TERM BOND FUND OF AMERICA SBFFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS SMALLCAP WORLD FUND SMCFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS THE TAX-EXEMPT FUND OF CALIFORNIA TEFEX USD 1,000 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS THE TAX-EXEMPT FUND OF VIRGINIA TEFFX USD 1,000 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS THE TAX-EXEMPT FUND OF MARYLAND TMMFX USD 1,000 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND WGIFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS THE BOND FUND OF AMERICA ABNFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS EUROPACIFIC GROWTH FUND AEPFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN HIGH-INCOME MUNICIPAL BOND FUND AHMFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN BALANCED FUND AMBFX USD 250 USD 0 Balanced No Load CLASS - F2 Yes
AMERICAN FUNDS AMCAP FUND AMCFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS THE INVESTMENT COMPANY OF AMERICA ICAFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN MUTUAL FUND AMRFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS NEW PERSPECTIVE FUND ANWFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS CAPITAL INCOME BUILDER CAIFX USD 250 USD 0 Stock No Load CLASS - F2 Yes
AMERICAN FUNDS FUNDAMENTAL INVESTORS FINFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS THE GROWTH FUND OF AMERICA GFFFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS U.S. GOVERNMENT SECURITIES FUND GVTFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS INTERMEDIATE BOND FUND OF AMERICA IBAFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS LIMITED TERM TAX-EXEMPT BOND FUND OF AMERICA LTEFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS THE NEW ECONOMY FUND NEFFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS NEW WORLD FUND NFFFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND WMFFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS THE TAX-EXEMPT BOND FUND OF AMERICA TEAFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND FSTTX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND ASTFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS U.S. GOVERNMENT MONEY MARKET FUND AFFXX USD 10,000 USD 0 Money Market Load Other CLASS - F1 No
AMERICAN FUNDS U.S. GOVERNMENT MONEY MARKET FUND AFGXX USD 10,000 USD 0 Money Market No Load CLASS - F2 Yes
AMERICAN FUNDS GLOBAL BALANCED FUND GBLFX USD 250 USD 0 Balanced No Load CLASS - F2 Yes
AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK NYAEX USD 1,000 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK NYAFX USD 1,000 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS MORTGAGE FUND MFAEX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS MORTGAGE FUND MFAFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO PGGFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO PGWFX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO TEPFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO TXEFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS PRESERVATION PORTFOLIO PPVFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS PRESERVATION PORTFOLIO PPEFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS TAX-ADVANTAGED GROWTH AND INCOME PORTFOLIO TAIFX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS TAX-ADVANTAGED GROWTH AND INCOME PORTFOLIO TXIFX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS CONSERVATIVE GROWTH AND INCOME PORTFOLIO INPFX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS CONSERVATIVE GROWTH AND INCOME PORTFOLIO INPEX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS MODERATE GROWTH AND INCOME PORTFOLIO BLPFX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS MODERATE GROWTH AND INCOME PORTFOLIO BLPEX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS GROWTH & INCOME PORTFOLIO GAIFX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS GROWTH & INCOME PORTFOLIO GAIEX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS GROWTH PORTFOLIO GWPFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS GROWTH PORTFOLIO GWPEX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND FBATX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND FATTX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND FBGTX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND FBBTX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND FAETX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND FBITX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND FAITX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND FBETX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND FBHTX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND FAATX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND FAKTX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND FAOTX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND FAJTX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND FAQTX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND FAPTX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND FBDTX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND FBJTX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND FBFTX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND FBCTX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND FAUTX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS DEVELOPING WORLD GROWTH AND INCOME FUND DWGFX USD 250 USD 0 Equity Load Other CLASS - F1 No
AMERICAN FUNDS DEVELOPING WORLD GROWTH AND INCOME FUND DWGHX USD 250 USD 0 Equity No Load CLASS - F2 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - CONSERVATIVE FDFWX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - MODERATE FHFWX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND FBKTX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - ENHANCED FGFWX USD 250 USD 0 Mixed Investments No Load CLASS - F2 Yes
AMERICAN FUNDS INFLATION LINKED BOND FUND BFIGX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND FAWTX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - ENHANCED FCFWX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS INFLATION LINKED BOND FUND BFIFX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - CONSERVATIVE FAFWX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - MODERATE FBFWX USD 250 USD 0 Mixed Investments Load Other CLASS - F1 No
AMERICAN FUNDS STRATEGIC BOND FUND ANBFX USD 250 USD 0 Bond No Load CLASS - F2 Yes
AMERICAN FUNDS STRATEGIC BOND FUND ANBEX USD 250 USD 0 Bond Load Other CLASS - F1 No
AMERICAN FUNDS GROWTH PORTFOLIO GWPDX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS GROWTH & INCOME PORTFOLIO GAIHX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS U.S. GOVERNMENT SECURITIES FUND USGFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS CONSERVATIVE GROWTH AND INCOME PORTFOLIO INPDX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS PRESERVATION PORTFOLIO PPFFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS EMERGING MARKETS BOND FUND EBNGX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN BALANCED FUND AFMBX USD 250 USD 0 Balanced No Load CLASS - F3 Yes
AMERICAN FUNDS INTERMEDIATE BOND FUND OF AMERICA IFBFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS THE NEW ECONOMY FUND FNEFX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - MODERATE FIMWX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN HIGH-INCOME TRUST HIGFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS TAX-EXEMPT FUND OF NEW YORK TFNYX USD 1,000 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS THE GROWTH FUND OF AMERICA GAFFX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - CONSERVATIVE FICWX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS TAX-ADVANTAGED GROWTH AND INCOME PORTFOLIO TYIFX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS 2010 TARGET DATE RETIREMENT FUND DJTFX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS 2025 TARGET DATE RETIREMENT FUND FDDTX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS U.S. GOVERNMENT MONEY MARKET FUND USGXX USD 10,000 USD 0 Money Market No Load CLASS - F3 Yes
AMERICAN FUNDS 2015 TARGET DATE RETIREMENT FUND FDBTX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS CAPITAL WORLD GROWTH AND INCOME FUND FWGIX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS WASHINGTON MUTUAL INVESTORS FUND FWMIX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN MUTUAL FUND AFMFX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS NEW WORLD FUND FNWFX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS SHORT-TERM TAX-EXEMPT BOND FUND SFTEX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS THE INVESTMENT COMPANY OF AMERICA FFICX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS 2055 TARGET DATE RETIREMENT FUND FCJTX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS RETIREMENT INCOME PORTFOLIO - ENHANCED FIEWX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS THE TAX-EXEMPT FUND OF CALIFORNIA EXCAX USD 1,000 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS CORPORATE BOND FUND CFBFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS EUROPACIFIC GROWTH FUND FEUPX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS THE INCOME FUND OF AMERICA FIFAX USD 250 USD 0 Stock No Load CLASS - F3 Yes
AMERICAN FUNDS TAX-EXEMPT PRESERVATION PORTFOLIO TYEFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS 2060 TARGET DATE RETIREMENT FUND FCKTX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS 2050 TARGET DATE RETIREMENT FUND DITFX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS CAPITAL INCOME BUILDER CFIHX USD 250 USD 0 Stock No Load CLASS - F3 Yes
AMERICAN FUNDS GLOBAL GROWTH PORTFOLIO PGXFX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS 2040 TARGET DATE RETIREMENT FUND FCGTX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS INFLATION LINKED BOND FUND FILBX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS CAPITAL WORLD BOND FUND WFBFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS THE BOND FUND OF AMERICA BFFAX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS THE TAX-EXEMPT BOND FUND OF AMERICA TFEBX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS AMCAP FUND FMACX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS FUNDAMENTAL INVESTORS FUNFX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS STRATEGIC BOND FUND ANBGX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS 2030 TARGET DATE RETIREMENT FUND FCETX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS 2020 TARGET DATE RETIREMENT FUND FCCTX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS NEW PERSPECTIVE FUND FNPFX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS 2035 TARGET DATE RETIREMENT FUND FDFTX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN HIGH-INCOME MUNICIPAL BOND FUND HIMFX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS GLOBAL BALANCED FUND GFBLX USD 250 USD 0 Balanced No Load CLASS - F3 Yes
AMERICAN FUNDS 2045 TARGET DATE RETIREMENT FUND FCHTX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS SMALLCAP WORLD FUND SFCWX USD 250 USD 0 Equity No Load CLASS - F3 Yes
AMERICAN FUNDS MODERATE GROWTH AND INCOME PORTFOLIO BLPDX USD 250 USD 0 Mixed Investments No Load CLASS - F3 Yes
AMERICAN FUNDS MORTGAGE FUND AFFMX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS SHORT-TERM BOND FUND OF AMERICA FSBTX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS LIMITED TERM TAX-EXEMPT BOND FUND OF AMERICA FLTEX USD 250 USD 0 Bond No Load CLASS - F3 Yes
AMERICAN FUNDS DEVELOPING WORLD GROWTH AND INCOME FUND FDWGX USD 250 USD 0 Equity No Load CLASS - F3 Yes

Notes:

  1. Advisor minimums may be lower.