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: Compensation as Sales Charge Percentage of as Percentage Purchases Offering Price 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 45 contracts
Samples: Capital World (Short-Term Bond Fund of America), Capital World (American High-Income Municipal Bond Fund), Capital World (American Funds Corporate 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: Compensation Purchases Concession as Percentage of Offering Price Sales Charge Percentage of as Percentage Purchases Offering Price 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 21 contracts
Samples: Principal Underwriting Agreement (American Balanced Fund), Principal Underwriting Agreement (American Funds Target Date Retirement Series), Principal Underwriting Agreement (American Funds Portfolio Series)
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 Percentage of as Percentage Purchases Offering Price 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 15 contracts
Samples: Principal Underwriting Agreement (American Funds Target Date Retirement Series), Principal Underwriting Agreement (American Funds Income Series), Principal Underwriting Agreement (American Funds Target Date Retirement Series)
