To the best of our knowledge, the states and jurisdictions listed in this worksheet allow individual shareholders to exclude from their taxable income a portion of the funds income dividends. States in which none of these funds income dividends qualifies for an exemption (California, Illinois and Minnesota) are not shown.
*American Funds Tax-Advantaged Income PortfolioSM has been renamed, effective 1/1/18, to American Funds Tax-Advantaged Growth and Income PortfolioSM.
Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
To determine your individual tax situation, please consult your tax advisor.