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Share Class

M
A
C

Share Class

CAPITAL APPRECIATION

AMCAP Fund® AMCPX
American Funds® Global Insight Fund AGVFX
American Funds® International Vantage Fund AIVBX
EuroPacific Growth Fund® AEPGX
The Growth Fund of America® AGTHX
The New Economy Fund® ANEFX
New Perspective Fund® ANWPX
New World Fund® NEWFX
SMALLCAP World Fund® SMCWX

DIVIDEND INCOME AND APPRECIATION

American Funds® Developing World Growth and Income Fund DWGAX
American Mutual Fund® AMRMX
Capital Income Builder® CAIBX
Capital World Growth and Income Fund® CWGIX
Fundamental Investors® ANCFX
The Income Fund of America® AMECX
International Growth and Income Fund IGAAX
The Investment Company of America® AIVSX
Washington Mutual Investors Fund AWSHX

BALANCED

American Balanced Fund® ABALX
American Funds® Global Balanced Fund GBLAX

INCOME AND PRESERVATION

American Funds Corporate Bond Fund® BFCAX
American Funds Inflation Linked Bond Fund® BFIAX
American Funds Mortgage Fund® MFAAX
American Funds Tax-Exempt Fund of New York® NYAAX
The Bond Fund of America® ABNDX
The Tax-Exempt Bond Fund of America® AFTEX
The Tax-Exempt Fund of California® TAFTX
U.S. Government Securities Fund® AMUSX

TOTAL RETURN FIXED INCOME

American Funds Emerging Markets Bond Fund® EBNAX
American Funds® Multi-Sector Income Fund MIAQX
American Funds® Strategic Bond Fund ANBAX
American High-Income Municipal Bond Fund® AMHIX
American High-Income Trust® AHITX
Capital World Bond Fund® CWBFX

CAPITAL PRESERVATION

American Funds Short-Term Tax-Exempt Bond Fund® ASTEX
American Funds® U.S. Government Money Market Fund AFAXX
Intermediate Bond Fund of America® AIBAX
Limited Term Tax-Exempt Bond Fund of America® LTEBX
Short-Term Bond Fund of America® ASBAX

PORTFOLIO SERIES

RETIREMENT INCOME PORTFOLIO SERIES

RETIREMENT TARGET DATE

2065 AAOTX
2050 AALTX
2035 AAFTX
2020 AACTX
2060 AANTX
2045 AAHTX
2030 AAETX
2015 AABTX
2055 AAMTX
2040 AAGTX
2025 AADTX
2010 AAATX