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The right choice for the long term

Prepared by:

This report has been prepared for you by your financial adviserusing American Funds Portfolio Planner, a proprietary onlineresource from American Funds Distributors.

A customized portfolio for:

ROBERT & SUSAN WEINHEIMER

April 02, 2009

Sharon Joseph

Joseph Financial Partners123 W San Antonio StFredericksbrg, TX 78624-3739Phone: 830-997-4763Email: sjoseph1@austin.rr.com

Your investment profile

 Years to invest:

–

 Years to take income:

Lump sum

Risk tolerance:

High

This portfolio represents:· more than 725 stocks

· more than 2,788 bonds

· 45 portfolio counselors with an average of 25 years ofindustry experience

· average annual expense ratio of 0.67% (the industryaverage is 1.00%)

Growth10%Growth-and-Income20%Equity-Income/Balanced20%Bond50%

Growth

The Growth Fund of America

10%

Growth-and-Income

Capital World Growth and Income Fund

10%Fundamental Investors

10%

Equity-Income/Balanced

Capital Income Builder

10%The Income Fund of America

10%

Bond

American High-Income Trust

10%The Bond Fund of America

10%Capital World Bond Fund

10%American High-Income Municipal Bond Fund

10%The Tax-Exempt Bond Fund of America

10%

Investments are not FDIC-insured, nor are they depositsof or guaranteed by a bank or any other entity, so youmay lose money.

1 As of 12/31/2008.2 Data reflects industry experience for the portfolio counselorsreported in each fund

’

s most recent prospectus. Counselorresponsibilities may have changed since the date of theprospectus.3 Source for industry average: Lipper, based on Class A sharestatistics for the most recent fiscal year-ends available as of12/31/2008, without the effect of sales charges. Portfolioexpense ratio is based on each fund

’

s Class A expense ratio asof its most recent fiscal year-end. Both expense ratios areweighted averages.

Expense ratios for International Growthand Income Fund

are estimated for the most recent fiscalyear-end.

The investment adviser to the American Funds hasreimbursed certain expenses for International Growth andIncome Fund and Short-Term Bond Fund of America

. Thesereimbursements, which are not reflected in the expense ratiosshown, may be adjusted or discontinued by the investmentadviser at any time. Please see each fund

’

s most recentshareholder report or prospectus for details.4 Some calculations have been rounded.5 ©2009 Morningstar, Inc. All rights reserved. The informationcontained herein: 1) is proprietary to Morningstar and/or itscontent providers; 2) may not be copied or distributed; and 3)is not warranted to be accurate, complete or timely. NeitherMorningstar nor its content providers are responsible for anydamages or losses arising from any use of this information.Past performance is no guarantee of future results.

Asset mix

(as of 2/28/09)

U.S. stocks22.5%Non-U.S. stocks15.1%Bonds41.8%Non-U.S. Bonds10.3%Total cashand equivalents10.2%

Equity market capitalization

(Morningstar data

as of 12/31/08)

Large88.3%Medium11.0%Small0.7%

Bond quality summary

(as of 12/31/08)

Investment-gradebonds (BBB andabove)74.9%Lower-ratedbonds (BB andbelow)25.1%

Portfolio for ROBERT & SUSAN WEINHEIMERApril 02, 2009

Page1of4

Portfolio breakdownGrowth

The Growth Fund of America

NAVMOP-39.07%-42.57%-0.83%-2.00%3.16%2.55%

—

0.65%

Growth-and-Income

Capital World Growth and Income Fund

NAVMOP-38.38%-41.92%3.96%2.73%6.76%6.13%4.04%0.75%

Fundamental Investors

NAVMOP-39.70%-43.16%0.76%-0.42%2.90%2.30%1.95%0.63%

Equity-Income/Balanced

Capital Income Builder

NAVMOP-30.06%-34.08%3.08%1.87%5.02%4.40%5.34%0.58%

The Income Fund of America

NAVMOP-28.85%-32.93%0.73%-0.46%3.77%3.16%6.81%0.57%

Portfolio for ROBERT & SUSAN WEINHEIMERApril 02, 2009

Figures shown are past results for Class A shares and are not predictive of results in future periods. Current and future results my belower or higher than those shown. Returns shown at net asset value have all distributions reinvested. If a sales charge had beendeducted, the results would have been lower. Share price and return will vary, so investors may lose money. Investing for short periodsmakes losses more likely. Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other security.Although the money market funds seek to preserve the value of your investment at $1.00 per share, it is possible to lose money byinvesting in these funds. For current information or month-end results, visit americanfunds.com.Average annual total returns with sales charge [MOP (maximum offering price)]: Returns assume all distributions are reinvested andreflect applicable fees and expenses. Fund results are for Class A shares and reflect deduction of the maximum sales charge of 5.75%for equity funds, 3.75% for most fixed-income funds and 2.50% for Intermediate Bond Fund of America, Limited Term Tax-ExemptBond Fund of America and Short-Term Bond Fund of America. For bond funds, the maximum initial sales charge was 4.75% prior to January 10, 2000. For Intermediate Bond Fund of America and Limited Term Tax-Exempt Bond Fund of America, the maximum initialsales charge was 3.75% from January 10, 2000, to October 31, 2006.

Average annual total returns

(as of 12/31/08)

1 year5 years10 yearsAnnualizedSEC yield

Expenseratio

Blended portfolio

NAVMOP-24.29%-27.77%1.27%0.29%3.95%3.44%5.24%0.67%

1 Figures shown are as of the most recent month-end. If two annualized 30-day SEC yields are shown, the first number takes into account expensesreimbursed by the investment adviser and the second number is what the yield would have been had these reimbursements not been in effect. If only oneyield is shown, it reflects the yield without the reimbursements. The numbers exclude growth funds, if they are included in the portfolio. The 30-day SECyields were calculated in accordance with the SEC formula.2 Portfolio expense ratio is based on each fund

’

s Class A expense ratio as of its most recent fiscal year-end. The investment adviser to the American Fundshas reimbursed certain expenses for International Growth and Income Fund

and Short-Term Bond Fund of America

. These reimbursements, which arenot reflected in the expense ratios shown, may be adjusted or discontinued by the investment adviser at any time. Please see each fund

’

s most recentshareholder report or prospectus for details.

Expense ratios for International Growth and Income Fund are estimated for the most recent fiscal year-end.

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