Broker Check

American Funds



Select Share Class as needed

Past Performance is No Guarantee for Future Results

Notes (Jan-24) : Conservative, Moderate, and Moderate-Aggressive Models Updated 

A-shares will be the default; C-shares are also available. Ask your Rep to determine which is best for you.  ***You can not exchange B shares for A shares; keep this in mind when reallocating. Ask your Nelson Rep for assistance.***

Bench: Strategic Bond, Global Balanced, Mortgage Fund, New Economy, New Perspective, New Economy, Capital World Growth & Income, International Growth & Income.

Returns Source: Morningstar/American Funds, Not All Returns Reflect Maximum Sales Charge. Class A shares have a Maximum Offering Purchase Charge of 5.75% for stock funds and 3.75% fixed income funds (American Funds Inflation Linked Bond, Intermediate Term Bond Fund of America and Short Term Bond Fund of America - 2.50% MOP). See prospectus/ summary prospectus for additional details.   

Performance data current to the most recent month-end can be obtained by calling the toll-free number above or at 

Investor Note:  Mutual fund investment strategies, which include investing in specific sectors, foreign securities (both developed and developing markets), high yield securities, or small- and medium-sized securities may increase the risk and volatility of the funds. Changes in interest rates may affect the performance of fixed income (bond) funds. The value of bonds has an inverse relationship with changes in interest rates; if rates increase, bond values decrease and vice versa. Investors should consider the investment objectives, risks, and charges and expenses of the mutual fund carefully before investing.

The prospectus/summary prospectus contains this and other information. A prospectus/summary prospectus can be obtained by calling your Nelson Rep at 800-345-7593 or the toll-free number listed above.