Building a Portfolio Mutual Fund Best Interest List We understand that no system is perfect, so we developed a process for analyzing mutual funds. The screening criteria used both quantitative and qualitative criteria, including: Alpha Manager Tenure Net Assets Excess Performance Relative Performance R-Squared Expense Ratio Sharpe Ratio Information Ratio Standard Deviation The Due Diligence Committee will run quarterly screens. Learn more ______________________________________________________ Objective Based Portfolios Balanced PortfolioGlobal Growth PortfolioGrowth PortfolioGrowth & Income PortfolioPreservation Portfolio Balanced Fund American Balanced Fund Equity Income Balance Funds Capital Income BuilderIncome Fund of America Growth Funds AMCAP FundGrowth Fund of AmericaNew Perspective Fund Growth & Income Funds American Mutual FundFundamental InvestorsInvestment Company of AmericaWashington Mutual International Funds Capital World Growth & Income FundNew World FundEuroPacific Growth FundSMALLCAP World Fund Bond Funds American High-Income TrustThe Bond Fund of AmericaU.S. Government Securities Tax-Exempt Funds American High-Income Municipal FundTax-Exempt Bond Fund of America ______________________________________________________ American Funds Returns Prospectus and Reports Share Class Pricing Cambridge Disclosures The investments referenced are for informational purposes only and should not be considered a solicitation or recommendation. This information should not be used as the sole basis for making an investment decision. Please speak to an advisor prior to making an investment decision. Mutual funds are sold only by prospectus. Please consider the charges, risks, expenses, and investment objectives carefully before investing. A prospectus containing this and other information about the investment company can be obtained from your financial professional. Read it carefully before you invest or send money. Amounts in mutual funds are subject to fluctuation in value and market risk. Shares, when redeemed, may be worth more or less than their original cost.