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403(b) Custodial Account Invested in American Funds
Product ID: 55

Vendor:
American Funds Distributors, Inc. (AFD)
Type:
Mutual Fund 


$107
0.87%
1 Years / 1.00%
Yes



Enrollment and Questions

Use the following contact information to enroll or ask questions.

Website:
Visit Website
Phone:
(800) 421-4225
 E-mail:
Mailing Information  Address:
American Funds Service Company
12711 N. Meridian St.
Carmel, IN 46032-9181
  In-person:
Questions about enrollment?
View the Contact Information tab on the Vendor Details page for a list of office locations.


Employees who work for tax-exempt organizations (schools, charitable institutions, etc.) may invest for retirement in a 403(b) plan invested in the American Funds. The plan may be funded entirely by employee elective deferrals or may allow for additional employer contributions (matching and/or non-elective). Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value. Investors should carefully consider the investment objectives, risks, charges and expenses of the American Funds in their plan. This and other important information is contained in the funds' summary prospectuses and/or prospectuses, which are available from the plan's financial professional and on the Web. Read the prospectuses carefully before investing.

Select the topics below to expand and view additional product details


Class F-2 shares are available only through participating financial professionals.
American Funds does not provide investment advice.
Generally, you may exchange your shares for shares of the same class of other American Funds without a sales charge. Exchanges of shares from American Funds U.S. Government Money Market Fund initially purchased without a sales charge to shares of another American Fund generally will be subject to the appropriate sales charge applicable to the other fund.

Fees are not charged for withdrawals.
Partial withdrawals are available.

Required Minimum Distribution services are available.


All 403(b) products contain fees. The amount of fees varies greatly depending on the product. A slight increase in fees can substantially reduce the growth in your account which will reduce your income in retirement. To learn more about the impact of fees, and the different types of fees please refer to the Explanation of Fees piece located in the Help & Resources.

Fees

$10.00 Annually Flat Dollar Amount Yes No Yes
Fee Waiver
Custodial fee is not waived.

$10.00 At the time funds are invested Flat Dollar Amount No No Yes

Surrender Charges

Surrender Period* Surrender Percentage
1 1.00%

*Expressed in contract years


Surrender Penalty Charge assessed on a "rolling" basis: A 1% Contingent Deferred Sales Charge (CDSC) on C shares is applied to certain fund redemptions made within the first year of the purchase date.
Exceptions to the Surrender Charge:
Other Restrictions:
For exceptions to the CDSC, refer to the funds’ prospectuses.

Funding Options


Fixed Investment Options

Variable Investment Options


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