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Common use of Funds Clause in Contracts

Funds. On sales of Class A shares and Class 529-A shares of Funds listed in Category 1 on the attached Schedule A that are accepted by us and for which you are responsible, you will be paid dealer concessions as follows: Less than $25,000 5.00% 5.75% $25,000 but less than $50,000 4.25% 5.00% $50,000 but less than $100,000 3.75% 4.50% $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 $1,000,000 1.20% 1.50% $1,000,000 or more See below None

Appears in 99 contracts

Samples: Principal Underwriting Agreement (American Funds Multi-Sector Income Fund), Principal Underwriting Agreement (American Funds Strategic Bond Fund), Principal Underwriting Agreement (American Balanced Fund)

Funds. On sales of each purchase order for Class A shares and Class 529-A shares of Funds listed in Category 1 on the attached Schedule A that are is accepted by us and for which you are responsible, you will be paid dealer concessions compensation as follows: Less than $25,000 5.00% 5.75% $25,000 but less than $50,000 4.25% 5.00% $50,000 but less than $100,000 3.75% 4.50% $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 $1,000,000 1.20% 1.50% $1,000,000 or more See below None

Appears in 98 contracts

Samples: Principal Underwriting Agreement (American Funds Multi-Sector Income Fund), Principal Underwriting Agreement (American Funds Strategic Bond Fund), Principal Underwriting Agreement (American Balanced Fund)

Funds. On sales of Class A shares and Class 529-A shares of Funds listed in Category 1 5 on the attached Schedule A that are accepted by us and for which you are responsible, you will be paid dealer concessions as follows: Less than $25,000 5.00100,000 3.50% 5.75% $25,000 but less than $50,000 4.25% 5.00% $50,000 but less than $100,000 3.75% 4.50% $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 $1,000,000 1 million 1.20% 1.50% $1,000,000 1 million or more See below None

Appears in 28 contracts

Samples: Principal Underwriting Agreement (American Funds Strategic Bond Fund), Principal Underwriting Agreement (Capital World Bond Fund), Principal Underwriting Agreement (Investment Co of America)

Funds. On sales of Class A shares and Class 529-A shares of Funds listed in Category 1 on the attached Schedule A that are accepted by us and for which you are responsible, you will be paid dealer concessions as follows: Purchases Concession as Percentage of Offering Price Sales Charge as Percentage of Offering Price Less than $25,000 5.00% 5.75% $25,000 but less than $50,000 4.25% 5.00% $50,000 but less than $100,000 3.75% 4.50% $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 $1,000,000 1.20% 1.50% $1,000,000 or more See below None

Appears in 5 contracts

Samples: Principal Underwriting Agreement (American Funds Retirement Income Portfolio Series), Principal Underwriting Agreement (American Funds Target Date Retirement Series), Principal Underwriting Agreement (American Funds Fundamental Investors)