American funds 529 money market
Virginia - CollegeAmerica - Saving for College
https://www.savingforcollege.com/529_plan_details/plan_summary_to_pdf.php?plan_id=89&portfolio_type=all
Virginia - CollegeAmerica. Virginia's CollegeAmerica is a nationally-available, advisor-sold 529 plan that makes available a line-up of target date fund portfolios, objective based multi-fund portfolios and individual mutual funds from American Funds through Class 529-A, 529-C, 529-E, 529-F-1, 529-F-2 and 529-F-3 shares. 5-Cap Rating.
[PDF File] The Income Fund of America®
https://nest529advisor.com/wp-content/uploads/2020/11/AmericanFunds-Income-Fund-of-America-FACT-SHEET-1.pdf
It may also include investments in money market or similar funds managed by ... American Funds Distributors, Inc. This content, developed by Capital Group, home of American Funds, should not be used as a primary basis ... respectively. The blend is rebalanced monthly. S&P 500 Index is a market-capitalization-weighted index based on …
[PDF File] American Funds 529 College Savings Account
https://static.contentres.com/media/documents/822ffbb4-cf6e-4cf1-8165-c06c6dcb7d48.pdf
American Funds 529 College Savings Account RCM 1: Section 1: Complete the “Account Owner” section with the parent or adult’s information. RCM 2: Complete the “Beneficiary” section with the child’s information. RCM 3: We will complete with Russell’s recommendations. RCM 4: Leave all sections blank.
[PDF File] CollegeAmerica Program Description
https://www.cgi.com/sites/default/files/2020-10/oe-2021-529-college-savings-plan-description.pdf
Section 529 Qualified Tuition Programs are intended to be used only to save for qualified higher educa-tion expenses. These programs are not intended to be used, nor should they be used, by any taxpayer ... Equity-income funds Money market fund Capital Income Builder ®(CIB) American Funds Money Market Fund (MMF) ...
[PDF File] Traditional/Roth IRA Application (Digital) - American Funds
https://americanfundsretirement.retire.americanfunds.com/pdf/shareholder/ogi/iridfm-001_iraapp.pdf
American Funds account. Transfer of Assets or Direct Rollover. ... If a fund is not specified, this investment will be placed in the money market fund. The $10 setup fee will be deducted from each new account. ... 529 program manager requires American Funds paperwork, the 529 account owner should complete the . Rollover from an External.
[PDF File] Virginia 529SM Employer-Sponsored CollegeAmerica New …
https://www.cgi.com/sites/default/files/2023-10/oe-2024-529-college-savings-plan-application.pdf
Fold first, then tear here. 3 Virgini 529 Employer-Sponsore ollegeAmerica Ne ccoun pplication 03/13 5 Automatic rebalance (optional) Notes: • You may exclude the American Funds Money Market Fund from any rebalancing request. • At least one fund in this Account must change by 5% or more in order for the Account to rebalance.
[PDF File] Revenue Sharing Disclosure - Edward Jones
https://www.edwardjones.com/sites/default/files/acquiadam/2023-02/LGL-7559AA-A_Final.pdf
American Funds Distributors, Inc. $3.50 $110.0 million2 BlackRock Investments, LLC $13.00 $10.5 million ... Any revenue received in connection with 529 plan assets for which American Funds is the program manager is included in the total reflected on the mutual fund companies table. 3 The agreement with Eaton Vance became effective April 1, 2022.
[PDF File] CollegeAmerica® Program Description
http://5y1.org/file/3806/collegeamerica-program-description.pdf
Available American Funds 4 Fund investment objectives, investment strategies and risks 4 ... Section 529 Qualified Tuition Programs are intended to be used only to save for Qualified Education Expenses. These programs are not ... Investments in the American Funds® U.S. Government Money Market Fund are not insured or guaranteed by the Federal ...
[PDF File] The NAIC Government Money Market Fund List - National …
https://content.naic.org/sites/default/files/inline-files/MMF-ZS%20YE%202020.pdf
First American Funds TREAS OBLIGS FD CL P 31846V229 First American Funds Treasury Obligations - Class Y 31846V807 ... HSBC Funds US Treasury Money Market Fund - Intermediary Service Class 44330V456 Invesco Advisers, Inc. Treasury Obligations Portfolio - Cash Management Class 825252794
[PDF File] Prospectus December 22, 2023 Money Market Funds - First …
https://www.firstamericanfunds.com/content/dam/usbam/faf/shareholder-docs1/class-z/government-obligations/PROMMZ.pdf
1 Prospectus – First American Money Market Funds Class Z Shares 230903_FAF Trust Money Market Class Z.qxp_Layout 1 12/21/23 11:14 AM Page 1. Fund Summaries Government Obligations Fund continued Principal Investment Strategies Government Obligations Fund invests exclusively in short-term U.S. government securities,
[PDF File] CollegeAmerica® Program Description - American Funds
https://americanfundsretirement.retire.americanfunds.com/individual/pdf/shareholder/cagebr-001_529pd.pdf
529 Savings Plan July 1, 2023 . ... Investments in the American Funds® U.S. Government Money Market Fund are not insured or guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Virginia529 has no legal obligation to provide financial support to the fund, and
[PDF File] The Income Fund of America® 529.com
https://cdn.unite529.com/jcdn/files/NEA/pdfs/AmericanFundsTheIncomeofAmerica_P.pdf
Class 529-F-1 R-1 R-2 R-2E R-3 R-4 R-5E R-5 R-6 CIMFX RIDAX RIDBX RIEBX RIDCX RIDEX RIDHX RIDFX RIDGX Beginning January 1, 2021, as permitted by regulations adopted by the U.S. Securities and ... American Funds U.S. Government Money Market FundSM American High-Income Trust® American Mutual Fund® The Bond Fund of …
[PDF File] American Balanced Fund® - American Fidelity Employer …
https://americanfidelity.com/media/2350/rlbgx.pdf
American Funds. More information about these and other discounts is available from ... 529-C 529-E 529-T 529-F-1 R-1 R-2 R-2E Management fees 0.22% Distribution and/or service (12b-1) fees 0.99 0.49 0.25 0.00 0.74 0.60 ... including money market securities. Although the fund focuses on investments in medium to larger capitalization
The Schwab 529 Education Savings Plan
https://www.schwab.com/public/file/P-746502/
Funds.9 The Schwab 529 Plan employs multiple fund families to diversify across securities, ... single portfolio helps to spread out investment risk. The selected funds come from the following companies: • American Beacon Funds • American Century Investments • Baird Funds ... Money Market 5% Money Market 5% Money Market 5% Money Market 10% ...
[PDF File] CollegeAmerica Account Application (Digital)
https://www.infi.biz/wp-content/uploads/2021/05/529Application.pdf
select a share class, the investments will be placed in Class 529-A shares by default.) Class 529-A. OR Class 529-C. C.ovide investment selection (Pr s). If a )fund is not specified, investments will be placed in the money market fundby default. Select one of the two options below. nvest my contributionI (s) in the American Funds College Target ...
[PDF File] American Funds 529 College Savings Account
http://5y1.org/file/3806/american-funds-529-college-savings-account.pdf
Fund minimums: • $1,000 for the money market fund • $250 each for all other funds Step 1: Complete the investment instructions below. A. Select one of the following share classes: Class 529-A. OR Class 529-C* *See the Fund Information Addendum for any share class or fund restrictions. B. If selecting individual funds, use the fields ...
[PDF File] An Investor’s Guide to 529 Education Savings Plans
https://www.edwardjones.com/sites/default/files/acquiadam/2021-01/investors-guide-to-529-college-savings-plans.pdf
• Some portfolios include guaranteed options or money market funds. • Changes may be made to current investment options only twice during a calendar year for the same beneficiary. Risks All 529 plans are state-sponsored, but the state doesn’t guarantee against investment loss. The investments within these education
[PDF File] IRA Rollover/Transfer Request - American Funds
https://americanfundsretirement.retire.americanfunds.com/pdf/shareholder/editable/irgefm-067_irarolltrans.pdf
To move an American Funds Traditional or Roth IRA to another American Funds IRA, call us at (800) 421-4225. ... The fund minimums are $1,000 for the money market fund or $250 each for all other funds. For fund names and numbers, review your statement or access your account at ;
[PDF File] State Tax-Exempt Income Tax Information - American …
https://res.americancentury.com/docs/taxfree_and_muni.pdf
Money Market Fund: You could lose money by investing in the Fund. Although the fund seeks to preserve the value of your investment at $1.00 per share, it cannot guarantee it will do so. The Fund may impose a fee upon sale of your shares. An investment in the fund is not a bank account and is not insured or guaranteed by the Federal Deposit
[PDF File] Ready to Make a Move - American Funds
https://americanfundsretirement.retire.americanfunds.com/pdf/broker/editable/rpdrkt-852_rkdspvsc.pdf
3 of 35 RecordkeeperDirect Application for Direct Rollover to a New American Funds IRA 01/24 3inancial professionalF This section must be filled out completely by the financial professional(s). We authorize American Funds Service Company® (AFS) to act as our agent for this account and agree to notify AFS of purchases made under a Statement of …
[PDF File] An investor’s guide to purchasing mutual funds and 529 …
https://www.ameriprise.com/binaries/content/assets/ampcom/wcm/AMP_200757.PDF
purchase of mutual funds and 529 plans through Ameriprise and factors that can influence the mutual funds your financial advisor may recommend are described below. ... family of funds excluding money market funds. Your investment amount Your sales load (as a % of the total investment) (equity/bond funds) Up to $49,999 5.75%/4.75%
[PDF File] CollegeAmerica Application
http://www.infi.biz/forms/OpenAccounts/529app.pdf
Fund minimums: • $1,000 for the money market fund • $250 each for all other funds Step 1: Complete the investment instructions below. A. Select a share class: Class 529-A OR Class 529-C* *See the Fund Information Addendum for any share class or fund restrictions. B. Select funds using the fields provided below.
[PDF File] Prospectus December 22, 2023 Money Market Funds - First …
http://5y1.org/file/3806/prospectus-december-22-2023-money-market-funds-first.pdf
Fund Summaries Government Obligations Fund continued Cybersecurity Risk — The fund may be subject to operational and informational security risks resulting from breaches in cybersecurity at the fund, the fund’s affiliates or service providers.
[PDF File] Vanguard Cash Reserves Federal Money Market Fund
https://advisors.vanguard.com/assets/corp/fund_communications/pdf_publish/us-products/investment-profiles/0066.pdf
Vanguard Cash Reserves Federal Money Market Fund As of December 31, 2023 Quarterly Returns Year-End Year 1stQuarter 2ndQuarter 3rdQuarter 4thQuarter Cash Reserves Federal Money Market Spliced U.S. Government Money Market Funds Average Assets (Millions) 2023 1.10% 1.24% 1.32% 1.34% 5.10% 4.60% $115,794 2022 0.01 0.15 0.51 …
The Schwab 529 Education Savings Plan - Charles Schwab
https://www.schwab.com/secure/file/p-11586848
mutual funds for each asset class in the Schwab 529 ... Conservative Short-Term Money Market ... of Schwab-affiliated funds, American Century Investments funds, and certain third party mutual funds that have a business relationship with Schwab or American Century Investments. Accordingly, there is a conflict of interest in the selection of the ...
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