Fund minimums
ARTICLE TAKEAWAYS
- Guidelines for minimum initial investments
- Subsequent investment minimums
- Waivers and exceptions to the fund minimums
Initial and subsequent investments
For all share classes, the minimum amounts to establish an account or a new fund are:
- $1,000 for money market and state-specific, tax-exempt funds
- $250 for all other funds
Note: The initial investment minimum can be waived in certain instances. See the sections below.
The subsequent minimum investment amount must be $50 per account for all funds.
Waiver for automatic investment and automatic exchange plans
If an automatic investment plan or automatic exchange plan is requested, the fund minimum can be waived for the initial investment into a new fund.
Purchases through an automatic investment or automatic exchange plan must be at least $50 per fund. The fund minimum must be met within five months.
Employer-sponsored and payroll deduction plans
The minimum initial and subsequent investment amount is $25 per fund.
For employer-sponsored CollegeAmerica® accounts, purchases through an automatic investment plan must be at least $25 per fund.
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The guidelines and procedures provided in the Account Resource Center may not apply to networked accounts or accounts not directly held by American Funds. The guidelines and procedures provided also apply only to those retirement accounts or Coverdell ESAs invested in American Funds with Capital Bank and Trust Company (CB&T) as custodian. The guidelines and procedures provided in the Account Resource Center do not apply to plans held in our retirement plan solutions — PlanPremier, PlanPremier-TPA or RecordkeeperDirect. Information on the Account Resource Center may change periodically, and previously printed information may not be current. Please refer to capitalgroup.com for the most current information available.
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