Category 5 Funds. On sales of Class 529-A shares of Funds listed in Category 5 on the attached Schedule A that are accepted by us and for which you are responsible, you will be paid compensation as follows: Less than $100,000 3.50% 4.25% $100,000 but less than $250,000 2.75% 3.50% $250,000 but less than $500,000 2.00% 2.50% $500,000 but less than $750,000 1.60% 2.00% $750,000 but less than $1 million 1.20% 1.50% $1 million or more See below None
Appears in 55 contracts
Samples: Principal Underwriting Agreement (American Funds Multi-Sector Income Fund), Principal Underwriting Agreement (Investment Co of America), Principal Underwriting Agreement (Capital World Bond Fund)
Category 5 Funds. On sales of Class 529-A shares of Funds listed in Category 5 on the attached Schedule A that are accepted by us and for which you are responsible, you will be paid compensation dealer concessions as follows: Less than $100,000 3.50% 4.25% $100,000 but less than $250,000 2.75% 3.50% $250,000 but less than $500,000 2.00% 2.50% $500,000 but less than $750,000 1.60% 2.00% $750,000 but less than $1 million 1.20% 1.50% $1 million or more See below None
Appears in 46 contracts
Samples: Principal Underwriting Agreement (American Funds Multi-Sector Income Fund), Principal Underwriting Agreement (American Balanced Fund), Principal Underwriting Agreement (New Economy Fund)
Category 5 Funds. On sales of Class 529-A shares of Funds listed in Category 5 on the attached Schedule A that are accepted by us and for which you are responsible, you will be paid compensation as follows: Purchases Compensation as Percentage of Offering Price Sales Charge as Percentage of Offering Price Less than $100,000 3.50% 4.25% $100,000 but less than $250,000 2.75% 3.50% $250,000 but less than $500,000 2.00% 2.50% $500,000 but less than $750,000 1.60% 2.00% $750,000 but less than $1 million 1.20% 1.50% $1 million or more See below None
Appears in 5 contracts
Samples: Principal Underwriting Agreement (American Funds Retirement Income Portfolio Series), Principal Underwriting Agreement (American Funds Fundamental Investors), Principal Underwriting Agreement (American Funds Target Date Retirement Series)
