American Funds SIMPLE

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PLAN FUNDS

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Plan Funds

This section shows the list of assets (such as mutual funds) in the plan; these are the investment options available in this plan. This list was developed based on user input. The display of the asset list was organized based on asset category. You can click on the name or ticker symbol to view the details of that asset.

The table shows all the available investment options in the plan.

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Name	Ticker	Rating	Best Fit Category	Risk (%)	Fees
U.S. Equities - Blend
American Funds Growth and Income Portfolio Class A	GAIOX	C	U.S. Large Cap	11	0.33%
American Funds Capital World Growth and Income Fund Class A	CWGIX	C	U.S. Large Cap	13	0.8%
American Funds Investment Company of America Class A	AIVSX	C	U.S. Large Cap	14	0.61%
American Funds AMCAP Fund Class A	AMCPX	D	U.S. Large Cap	15	0.7%
American Funds Global Growth Portfolio Class A	PGGAX	D	U.S. Large Cap	16	1.94%
American Funds Growth Portfolio Class A	GWPAX	D	U.S. Large Cap	16	0.35%
American Funds American Balanced Fund Class A	ABALX	B	U.S. Large Cap	9	0.61%
American Funds Balanced Portfolio Class A	BLPAX	C	U.S. All Cap	9	0.35%
U.S. Equities - Growth
American Funds SMALLCAP World Fund Class A	SMCWX	A-	U.S. Mid Cap - Growth	16	1.13%
American Funds The New Economy Fund Class A	ANEFX	C--	U.S. All Cap - Growth	17	0.83%
American Funds The Growth Fund of America Class A	AGTHX	B--	U.S. All Cap - Growth	18	0.7%
U.S. Equities - Value
American Funds American Mutual Fund Class A	AMRMX	D++	U.S. Mega Cap - Value	12	0.61%
American Funds Washington Mutual Investors Fund Class A	AWSHX	D++	U.S. Mega Cap - Value	14	0.6%
American Funds Income Portfolio Class A	INPAX	B++	U.S. Mega Cap - Value	7	0%
American Funds Capital Income Builder Class A	CAIBX	C++	U.S. Mega Cap - Value	9	0.61%
Global & Intl. Equity
American Funds International Growth and Income Fund Class A	IGAAX	A-	International Large Cap	14	0.91%
American Funds New World Fund Class A	NEWFX	A	Emerging Markets	16	1.06%
American Funds EuroPacific Growth Fund Class A	AEPGX	C-	International Large Cap - Growth	16	0.84%
Bonds
US Cash / Money Market	USCASH	C	U.S. Cash / Money Market	0	0%
American Funds Short-Term Bond Fund of America Class A	ASBAX	C-	U.S. Treasury - Short / Intermediate	1	0.6%
American Funds Intermediate Bond Fund of America Class A	AIBAX	C-	U.S. Treasury - Short / Intermediate	1	0.6%
American Funds Mortgage Fund Class A	MFAAX	C-	Bond - Multi Sector	1	0.64%
American Funds U.S. Government Securities Fund Class A	AMUSX	C-	Bond - Multi Sector	2	0.61%
American Funds The Bond Fund of America Class A	ABNDX	B-	Bond - Multi Sector	3	0.61%
American Funds American High-Income Trust Class A	AHITX	A++	Bond - U.S. High Yield	4	0.66%
American Funds Capital World Bond Fund Class A	CWBFX	D+	Bond - Emerging Market	4	0.91%

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