Use this guide for completing forms and applications.

Transcription

1 Effective July 13, 2018 Use this guide for completing forms and applications. General information Contact your financial advisor to obtain a current prospectus or summary prospectus for each fund you select. For F-1, F-2 and F-3 share classes, contact your Investment Advisor Representative (IAR). If investing in CollegeAmerica, you must also obtain a Program Description. To learn more about the funds, visit our website at You may purchase, sell (redeem) or exchange shares 24 hours a day by calling American FundsLine at (800) or by visiting our website. Requests received after 4 p.m. Eastern time will be transacted at the next business day s closing price. If you have linked your bank account to your American Funds account, your bank account should be debited or credited within three business days after the transaction date. Purchase and redemption limits apply. See the fund prospectuses for more information. Fund minimums The following fund minimums apply to initial investments. $1,000 each for money market and state-specific tax-exempt bond funds $250 each for all other funds $25 each for employersponsored accounts and payroll deduction programs For accounts funded via an automatic purchase plan, fund minimums must be met within the first five months of account establishment. Note: For share class purchase limits, see Share class descriptions to the right. Share class descriptions Class A, Class 529-A, and Class ABLE-A shares have an initial sales charge of up to 5.75% (lower for bond funds and none for money market funds) that declines as the amount invested increases, as described in the fund prospectuses. Class 529-A shares are available only for CollegeAmerica Accounts. Class ABLE-A shares are available only for ABLEAmerica SM Accounts. Class C and Class 529-C shares do not have an initial sales charge, but have expenses that are higher than Class A or Class 529-A shares and a 1% contingent deferred sales charge on shares sold within one year. Class C and Class 529-C shares are available for purchases of $500,000 or less per individual transaction. Shareholders whose combined American Funds assets are $1 million or more may not purchase Class C or Class 529-C shares. For conversion rules, see the fund prospectuses. Class 529-C shares are available only for CollegeAmerica Accounts. Class 529-E shares are available only for employer-sponsored CollegeAmerica Accounts. Class F-1, Class F-2, Class F-3, and Class 529-F-1 shares are available only through participating IARs or participating intermediaries. These share classes do not have an initial or deferred contingent sales charge. Class 529-F-1 shares are available only for CollegeAmerica Accounts. Class F-3 shares available to institutional clients require $1 million or more invested per fund.

2 Class Class Fund names A C 1 Retirement target date funds American Funds Target Date Retirement Series American Funds 2060 Target Date American Funds 2055 Target Date American Funds 2050 Target Date American Funds 2045 Target Date American Funds 2040 Target Date American Funds 2035 Target Date American Funds 2030 Target Date American Funds 2025 Target Date American Funds 2020 Target Date American Funds 2015 Target Date American Funds 2010 Target Date Note: Tax-exempt and tax-advantaged funds should generally not serve as investments for tax-deferred retirement plans and accounts. American Funds Conservative Growth and Income Portfolio SM American Funds Global Growth Portfolio SM American Funds Growth Portfolio SM American Funds Growth and Income Portfolio SM American Funds Moderate Growth and Income Portfolio SM American Funds Preservation Portfolio SM American Funds Tax-Advantaged Growth and Income Portfolio SM American Funds Tax-Exempt Preservation Portfolio SM American Funds Retirement Income Portfolio Series SM American Funds Retirement Income Portfolio Conservative SM American Funds Retirement Income Portfolio Enhanced SM American Funds Retirement Income Portfolio Moderate SM Growth funds AMCAP Fund EuroPacific Growth Fund The Growth Fund of America The New Economy Fund New Perspective Fund New World Fund SMALLCAP World Fund Class Class Fund names A C 1 Growth-and-income funds American Funds Developing World Growth and Income Fund SM American Mutual Fund Capital World Growth and Income Fund Fundamental Investors International Growth and Income Fund SM The Investment Company of America Washington Mutual Investors Fund SM Equity-income funds Capital Income Builder The Income Fund of America Balanced funds American Balanced Fund American Funds Global Balanced Fund SM Bond funds American Funds Corporate Bond Fund American Funds Emerging Markets Bond Fund American Funds Inflation Linked Bond Fund American Funds Mortgage Fund American Funds Strategic Bond Fund SM American High-Income Trust The Bond Fund of America Capital World Bond Fund Intermediate Bond Fund of America Short-Term Bond Fund of America U.S. Government Securities Fund Tax-exempt bond funds Note: Tax-exempt funds should generally not serve as investments for tax-deferred retirement plans and accounts. American Funds Short-Term Tax-Exempt Bond Fund 39 N/A American Funds Tax-Exempt Fund of New York American High-Income Municipal Bond Fund Limited Term Tax-Exempt Bond Fund of America The Tax-Exempt Bond Fund of America The Tax-Exempt Fund of California American Funds U.S. Government Money Market Fund SM For 457(b) plans and certain 403(b) plans, Class C shares are not available. See the prospectuses for details. 2 The noted Class C share funds are available only for exchanges from other Class C share funds. See the prospectuses for details. 3 For the money market fund, Class A shares may be exchanged into any other fund s Class C shares, except for Intermediate Bond Fund of America, Short-Term Bond Fund of America, Limited Term Tax-Exempt Bond Fund of America and American Funds Inflation Linked Bond Fund. See the prospectuses for details. 2 of 6

3 Class 529 shares are available only for CollegeAmerica Accounts Class Class Class Class Fund names 529-A 529-C 529-E F-1 2 College target date funds American Funds College Target Date Series American Funds College 2036 Fund SM American Funds College 2033 Fund American Funds College 2030 Fund American Funds College 2027 Fund American Funds College 2024 Fund American Funds College 2021 Fund American Funds College Enrollment Fund American Funds Conservative Growth and Income Portfolio SM American Funds Global Growth Portfolio SM American Funds Growth Portfolio SM American Funds Growth and Income Portfolio SM American Funds Moderate Growth and Income Portfolio SM American Funds Preservation Portfolio SM Growth funds AMCAP Fund EuroPacific Growth Fund The Growth Fund of America The New Economy Fund New Perspective Fund New World Fund SMALLCAP World Fund Growth-and-income funds American Funds Developing World Growth and Income Fund SM American Mutual Fund Capital World Growth and Income Fund Fundamental Investors International Growth and Income Fund SM The Investment Company of America Washington Mutual Investors Fund SM Class 529-E shares are available only for employer-sponsored CollegeAmerica Accounts. 2 Class 529-F-1 shares are available only for CollegeAmerica Accounts sold through Registered Investment Advisors. 3 The noted Class 529-C share funds are available only for exchanges from other Class 529-C share funds. See the prospectuses for details. 4 For the money market fund, Class 529-A shares may be exchanged into any other fund s Class 529-C shares, except for Intermediate Bond Fund of America, Short-Term Bond Fund of America and American Funds Inflation Linked Bond Fund. See the prospectuses for details. 3 of 6

4 Class 529 shares are available only for CollegeAmerica Accounts Class Class Class Class Fund names 529-A 529-C 529-E F-1 2 Equity-income funds Capital Income Builder The Income Fund of America Balanced funds American Balanced Fund American Funds Global Balanced Fund SM Bond funds American Funds Corporate Bond Fund American Funds Emerging Markets Bond Fund American Funds Inflation Linked Bond Fund American Funds Mortgage Fund American Funds Strategic Bond Fund SM American High-Income Trust The Bond Fund of America Capital World Bond Fund Intermediate Bond Fund of America Short-Term Bond Fund of America U.S. Government Securities Fund American Funds U.S. Government Money Market Fund SM Class ABLE-A shares are available only for ABLEAmerica Accounts Fund names Class ABLE-A American Funds Conservative Growth and Income Portfolio SM American Funds Global Growth Portfolio SM American Funds Growth Portfolio SM American Funds Growth and Income Portfolio SM American Funds Moderate Growth and Income Portfolio SM American Funds Preservation Portfolio SM American Funds U.S. Government Money Market Fund SM Class 529-E shares are available only for employer-sponsored CollegeAmerica Accounts. 2 Class 529-F-1 shares are available only for CollegeAmerica Accounts sold through Registered Investment Advisors. 3 The noted Class 529-C share funds are available only for exchanges from other Class 529-C share funds. See the prospectuses for details. 4 For the money market fund, Class 529-A shares may be exchanged into any other fund s Class 529-C shares, except for Intermediate Bond Fund of America, Short-Term Bond Fund of America and American Funds Inflation Linked Bond Fund. See the prospectuses for details. 4 of 6

5 Class F shares are available only for Investment Advisor Representatives and participating intermediaries Class Class Class Fund names F-1 F-2 F-3 Retirement target date funds American Funds Target Date Retirement Series American Funds 2060 Target Date American Funds 2055 Target Date American Funds 2050 Target Date American Funds 2045 Target Date American Funds 2040 Target Date American Funds 2035 Target Date American Funds 2030 Target Date American Funds 2025 Target Date American Funds 2020 Target Date American Funds 2015 Target Date American Funds 2010 Target Date Note: Tax-exempt and tax-advantaged funds should generally not serve as investments for tax-deferred retirement plans and accounts. American Funds Conservative Growth and Income Portfolio SM American Funds Global Growth Portfolio SM American Funds Growth Portfolio SM American Funds Growth and Income Portfolio SM American Funds Moderate Growth and Income Portfolio SM American Funds Preservation Portfolio SM American Funds Tax-Advantaged Growth and Income Portfolio SM American Funds Tax-Exempt Preservation Portfolio SM American Funds Retirement Income Portfolio Series SM American Funds Retirement Income Portfolio Conservative SM American Funds Retirement Income Portfolio Enhanced SM American Funds Retirement Income Portfolio Moderate SM Growth funds AMCAP Fund EuroPacific Growth Fund The Growth Fund of America The New Economy Fund New Perspective Fund New World Fund SMALLCAP World Fund of 6

6 Class F shares are available only for Investment Advisor Representatives and participating intermediaries Class Class Class Fund names F-1 F-2 F-3 Growth-and-income funds American Funds Developing World Growth and Income Fund SM American Mutual Fund Capital World Growth and Income Fund Fundamental Investors International Growth and Income Fund SM The Investment Company of America Washington Mutual Investors Fund SM Equity-income funds Capital Income Builder The Income Fund of America Balanced funds American Balanced Fund American Funds Global Balanced Fund SM Bond funds American Funds Corporate Bond Fund American Funds Emerging Markets Bond Fund American Funds Inflation Linked Bond Fund American Funds Mortgage Fund American Funds Strategic Bond Fund SM American High-Income Trust The Bond Fund of America Capital World Bond Fund Intermediate Bond Fund of America Short-Term Bond Fund of America U.S. Government Securities Fund Tax-exempt bond funds Note: Tax-exempt funds should generally not serve as investments for tax-deferred retirement plans and accounts. American Funds Short-Term Tax-Exempt Bond Fund American Funds Tax-Exempt Fund of New York American High-Income Municipal Bond Fund Limited Term Tax-Exempt Bond Fund of America The Tax-Exempt Bond Fund of America The Tax-Exempt Fund of California American Funds U.S. Government Money Market Fund SM Lit. No. MFGEFM O CGD/10059-S Capital Group. All rights reserved. Securities offered through American Funds Distributors, Inc. 6 of 6