Rebalancing is allowed only within the same share class.
Rebalancing is available within each of the following share classes: A, B, C, F-1, F-2, 529-A, 529-B, 529-C, 529-E and 529-F-1.
A sales charge will apply for exchanges from money market fund Class A shares, if the shares exchanged were not already subject to a sales charge.
The minimum initial investment is $250 for most funds. The money market fund and state-specific tax-exempt funds require a minimum initial investment of $1,000.
To establish an automatic rebalancing plan, the receiving fund’s minimum initial investment must be met.
For tax purposes, rebalancing is considered a sale and purchase, unless it’s within a retirement plan. The sale and purchase are processed simultaneously at the share price determined after the exchange order is received.
Changes to your account, such as adding a new fund or redeeming an existing fund, may necessitate a modification to your target allocations for rebalancing. Please consult with your financial adviser or call us at 800/421-4225, ext. 3.
Rebalancing requests submitted after the close of the New York Stock Exchange® (4 p.m. Eastern time) on a business day will be processed the next business day.
You must request a change of 5% or more for at least one fund in the account for the rebalancing transaction to occur.
The rebalancing privilege can be terminated or changed at any time upon 60 days’ notice.
It’s always a good idea to work with your financial adviser when making decisions about your investments and account transactions. He or she can offer advice and ensure your decisions fit your long-term financial goals.
Depending on your state of residence, there may be an in-state plan that provides tax and other benefits not available through CollegeAmerica. Before investing in any state’s 529 plan, you should consult your tax adviser.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses and CollegeAmerica Program Description, which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica is distributed by American Funds Distributors® and sold through unaffiliated intermediaries.Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.