Portfolio Translator for Edward Jones

Use the Portfolio Translator to create a portfolio of American Funds and funds from other families (determined by Edward Jones) that align with an Edward Jones objective. The total percentage of assets allocated for the portfolio must be balanced within Edward Jones’ Investment Policy Committee (IPC) guidance.

Edward Jones Mutual Fund Research performed both qualitative and quantitative analysis to create these sample portfolios of American Funds and fund categorizations. The goal of these sample portfolios is to maintain low volatility while providing consistent returns over the long term. Sample portfolios are subject to change. Fund objectives may differ from the noted category. Please refer to the fund prospectus for fund objectives.