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MyPlanIQ Major Brokerage Investor American Funds Exchange Plan

American Funds Exchange Plan

This Plan is unrated.
Investment Options
Total Available Funds: 39
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds New World A
Others
World Allocation CAIBX American Funds Capital Inc Bldr A
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A
Target Date 2031-2035 AAFTX American Funds Trgt Date Ret 2035 A
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective A
WORLD STOCK CWGIX American Funds Capital World G/I A
WORLD STOCK SMCWX American Funds SMALLCAP World A
US EQUITY
LARGE VALUE AMRMX American Funds American Mutual A
LARGE GROWTH ANEFX American Funds New Economy A
LARGE BLEND ANCFX American Funds Fundamental Investors A
Total Available Funds: 39
Asset Class Ticker Description Rating
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds New World A
Others
World Allocation CAIBX American Funds Capital Inc Bldr A
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A
Target Date 2031-2035 AAFTX American Funds Trgt Date Ret 2035 A
Target Date 2021-2025 AADTX American Funds Trgt Date Ret 2025 A
World Allocation GBLAX American Funds Global Balanced A
Moderate Allocation ABALX American Funds American Balanced A
Target Date 2000-2010 AAATX American Funds Trgt Date Ret 2010 A
Target Date 2026-2030 AAETX American Funds Trgt Date Ret 2030 A
Moderate Allocation AMECX American Funds Inc Fund of Amer A
Target Date 2016-2020 AACTX American Funds Trgt Date Ret 2020 A
ROOT CASH CASH
ROOT CASH AFAXX
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective A
WORLD STOCK CWGIX American Funds Capital World G/I A
WORLD STOCK SMCWX American Funds SMALLCAP World A
Foreign Large Blend AEPGX American Funds EuroPacific Gr A
Foreign Large Value IGAAX American Funds Intl Gr And Inc A
US EQUITY
LARGE VALUE AMRMX American Funds American Mutual A
LARGE GROWTH ANEFX American Funds New Economy A
LARGE BLEND ANCFX American Funds Fundamental Investors A
LARGE GROWTH AMCPX American Funds AMCAP A
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A
LARGE BLEND AIVSX American Funds Invmt Co of Amer A
LARGE VALUE AWSHX American Funds Washington Mutual A
FIXED INCOME
WORLD BOND CWBFX American Funds Capital World Bond A
High Yield Muni AMHIX American Funds Hi-Inc Muni Bond A
Short-Term Bond AIBAX American Funds Interm Bond Fd of Amer A
High Yield Bond AHITX American Funds American Hi Inc Tr A
Muni National Interm LTEBX American Funds Ltd-Term Tax-Exempt Bd A
Intermediate Government AMUSX American Funds US Government Sec A
Intermediate-Term Bond ABNDX American Funds Bond Fund of Amer A
Short-Term Bond ASBAX American Funds ST Bd Fd of America A
Muni National Interm AFTEX American Funds Tax-Exempt Bond A
Intermediate-Term Bond MFAAX American Funds Mortgage A
Muni Short ASTEX American Funds Shrt-Term Tx-Exmpt Bd A
Muni California Long TAFTX American Funds Tax-Exempt CA A
Muni Single State Interm TFVAX American Funds Tax-Exempt VA A
Muni Single State Interm TMMDX American Funds Tax-Exempt MD A
Total Available Funds: 39
  • R*: Redemption (Minimum months to hold).
  • RT: Round Trip (number of times allowed to buy/sell in trailing 12 months).
  • WP: Waiting Period (minimum months to wait before buy again).
  • M*:Mark (p: proxy, n: not used).
Asset Class Ticker Description Rating R* RT WP Expense Yield
Emerging Market
DIVERSIFIED EMERGING MKTS NEWFX American Funds New World A 53% 1 60 0 1.03% 6.27%
Others
World Allocation CAIBX American Funds Capital Inc Bldr A 61% 1 60 0 0.26% 7.98%
Target Date 2011-2015 AABTX American Funds Trgt Date Ret 2015 A 50% 1 60 0 0.3% 7.62%
Target Date 2031-2035 AAFTX American Funds Trgt Date Ret 2035 A 49% 1 60 0 0.35% 6.3%
Target Date 2021-2025 AADTX American Funds Trgt Date Ret 2025 A 47% 1 60 0 0.32% 7.5%
World Allocation GBLAX American Funds Global Balanced A 47% 1 60 0 0.54% 6.62%
Moderate Allocation ABALX American Funds American Balanced A 43% 1 60 0 0.31% 8.76%
Target Date 2000-2010 AAATX American Funds Trgt Date Ret 2010 A 42% 1 60 0 0.28% 6.91%
Target Date 2026-2030 AAETX American Funds Trgt Date Ret 2030 A 40% 1 60 0 0.33% 6.57%
Moderate Allocation AMECX American Funds Inc Fund of Amer A 38% 1 60 0 0.69% 9.96%
Target Date 2016-2020 AACTX American Funds Trgt Date Ret 2020 A 32% 1 60 0 0.3% 7.88%
ROOT CASH CASH 0% 1 60 0 NA 2.53%
ROOT CASH AFAXX 0% 0 60 0 NA 2.53%
INTERNATIONAL EQUITY
WORLD STOCK ANWPX American Funds New Perspective A 65% 1 60 0 1.47% 6.96%
WORLD STOCK CWGIX American Funds Capital World G/I A 64% 1 60 0 0.53% 11.09%
WORLD STOCK SMCWX American Funds SMALLCAP World A 62% 1 60 0 0.66% 5.19%
Foreign Large Blend AEPGX American Funds EuroPacific Gr A 57% 1 60 0 0.9% 13.79%
Foreign Large Value IGAAX American Funds Intl Gr And Inc A 29% 1 60 0 0.54% 8.76%
US EQUITY
LARGE VALUE AMRMX American Funds American Mutual A 93% 1 60 0 0.38% 7.82%
LARGE GROWTH ANEFX American Funds New Economy A 57% 1 60 0 0.53% 11.49%
LARGE BLEND ANCFX American Funds Fundamental Investors A 52% 1 60 0 0.28% 9.29%
LARGE GROWTH AMCPX American Funds AMCAP A 45% 1 60 0 0.49% 9.27%
LARGE GROWTH AGTHX American Funds Growth Fund of Amer A 41% 1 60 0 0.3% 11.19%
LARGE BLEND AIVSX American Funds Invmt Co of Amer A 38% 1 60 0 0.27% 11.09%
LARGE VALUE AWSHX American Funds Washington Mutual A 37% 1 60 0 0.26% 10.28%
FIXED INCOME
WORLD BOND CWBFX American Funds Capital World Bond A 64% 1 60 0 0.99% 2.75%
High Yield Muni AMHIX American Funds Hi-Inc Muni Bond A 50% 1 60 0 0.28% 4.05%
Short-Term Bond AIBAX American Funds Interm Bond Fd of Amer A 49% 1 60 0 0.29% 3.86%
High Yield Bond AHITX American Funds American Hi Inc Tr A 47% 1 60 0 0.41% 6.44%
Muni National Interm LTEBX American Funds Ltd-Term Tax-Exempt Bd A 47% 1 60 0 0.22% 2.65%
Intermediate Government AMUSX American Funds US Government Sec A 43% 1 60 0 0.24% 3.99%
Intermediate-Term Bond ABNDX American Funds Bond Fund of Amer A 39% 1 60 0 0.33% 4.16%
Short-Term Bond ASBAX American Funds ST Bd Fd of America A 33% 1 60 0 0.39% 3.77%
Muni National Interm AFTEX American Funds Tax-Exempt Bond A 33% 1 60 0 0.58% 3.12%
Intermediate-Term Bond MFAAX American Funds Mortgage A 32% 1 60 0 1.4% 4.23%
Muni Short ASTEX American Funds Shrt-Term Tx-Exmpt Bd A 27% 1 60 0 0.32% 2.79%
Muni California Long TAFTX American Funds Tax-Exempt CA A 8% 1 60 0 0.27% 3.14%
Muni Single State Interm TFVAX American Funds Tax-Exempt VA A 0% 1 60 0 0.65% 2.93%
Muni Single State Interm TMMDX American Funds Tax-Exempt MD A 0% 1 60 0 0.67% 3.14%
Average Expense Ratio: 0.5%
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Model Portfolios
Strategic Asset Allocation - Optimal: Click here to see this strategy description
Optimal Weight & Regular Rebalance YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 0.4% 7.8% 2.5% 6.4% 5.8% 6.5%

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Tactical Asset Allocation: Click here to see this strategy description
Dynamic Asset Switching YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click for Portfolio Details or Follow 1.0% 9.4% 0.5% 3.1% 2.3% 4.2%

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Asset Allocation Composite: Click here to see this strategy description
Strategic Asset Allocation with Dynamic Risk Adjustment YTD**
Return		 1Yr
AR*		 3Yr
AR*		 5Yr
AR*		 10Yr
AR*		 15Yr
AR*
Click to Create Model Portfolio

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*     AR: Annualized Return
**   YTD: Year to Date (not annualized)
*** The above portfolios are of moderate risk, which means that more than 40% of assets are in fixed income funds.


Description
The plan consists of 39 funds. It covers 4 major asset classes and 26 minor asset classes. The major asset classes it covers are US Equity, Fixed Income, Foreign Equity and Emerging Market Equity.

This plan is created upon a user's request: it is used for American Funds Exchange Agents.



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