AI-xxxxx© American Funds Distributors, Inc. Here is a proposed revamp of the PowerPoint branding guidelines presented to a major financial firm. The brand.

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Presentation transcript:

AI-xxxxx© American Funds Distributors, Inc. Here is a proposed revamp of the PowerPoint branding guidelines presented to a major financial firm. The brand in place at the time was perceived to be outdated by the presenters and needed more color selection for designers. This revamp takes into consideration the palettes used in printed materials by the company, but enhances the color for the electronic medium. In this revamp file, you will see guidelines for font usage, color and image placement and examples of usage.

AI-xxxxx© American Funds Distributors, Inc.

AI-xxxxx© American Funds Distributors, Inc

AI-xxxxx© American Funds Distributors, Inc. Add title Add sub-title  Add bullet points –Add bullet points ▪Add bullet points Footnotes. R: 218 G: 188 B: 142 Times New Roman 40 pt. H: 0.34 V: 0.23 R: 118 G: 152 B: 187 Arial 24 pt. H: 0.34 V: 0.92 R: 153 G: 153 B: 153 Arial 10 pt. H: 0.34 V: 7 Bulleted text R: 255 G: 255 B: 255 Arial 28 pt. H: 0.34 V: 2 (1.75) (1.5) Sub-bulleted text R: 255 G: 255 B: 255 Arial 24 pt. First-level bullets R: 118 G: 152 B: 187 Wingdings 167 (95% of text) Second-level bullets R: 118 G: 152 B: 187 Arial: en dash (100% of text) Third-level bullets R: 118 G: 152 B: 187 Arial: Black small square (100% of text)

AI-xxxxx© American Funds Distributors, Inc. Add title R: 218 G: 188 B: 142 Times New Roman 60 pt. H: 0 V: 3.05

AI-xxxxx© American Funds Distributors, Inc. Add title Add sub-title Add text R: 255 G: 255 B: 255 Arial 48 pt. H: 0 V: 3.44

AI-xxxxx© American Funds Distributors, Inc. Add quote — author

AI-xxxxx© American Funds Distributors, Inc. 3 rd choice 2 nd choice 1 st choice

AI-xxxxx© American Funds Distributors, Inc. 1 st choice th choice rd choice nd choice th choice th choice th choice

AI-xxxxx© American Funds Distributors, Inc. R: 232 G: 222 B: 186 Use with mountain R: 255 G: 102 B: 0 1 st choice R: 153 G: 204 B: 0 2 nd choice R: 128 G: 179 B: rd choice R: 230 G: 193 B: th choice R: 77 G: 179 B: th choice R: 204 G: 204 B: 0 6 th choice

AI-xxxxx© American Funds Distributors, Inc. Year 1Year 2 returnreturn S&P 500 Index + 10% – 10% Fund A + 11 – 10 Fund B + 10 – 9 $99,000 99, ,100 Ending value

AI-xxxxx© American Funds Distributors, Inc.

A golden opportunity The Tax-Exempt Fund of California ® – tax-exempt income from investments in California’s communities 2007 Edition AI-xxxxx© American Funds Distributors, Inc.

Take a break from a taxing world The Tax-Exempt Bond Fund of America ® offers tax-exempt income free from the alternative minimum tax Edition AI-xxxxx© American Funds Distributors, Inc.

AI-xxxxx© American Funds Distributors, Inc. Invest without borders

AI-xxxxx© American Funds Distributors, Inc. What’s right with America

AI-xxxxx© American Funds Distributors, Inc. Thriving vs. surviving What separates the best advisers from the rest

AI-xxxxx© American Funds Distributors, Inc. Break away from the pack

AI-xxxxx© American Funds Distributors, Inc. Addressing the issue of size

AI-xxxxx© American Funds Distributors, Inc. What is a mutual fund?

AI-xxxxx© American Funds Distributors, Inc. What is a mutual fund?  Professional management  Diversification  Liquidity  Convenient services

AI-xxxxx© American Funds Distributors, Inc. Declines damage distributions S&P 500 Index, $100,000 initial investment, monthly withdrawals totaling 5% annually, increasing 4% each year, 3/24/00 – 10/9/ ,000 80,000 60,000 40,000 20,000 0 Results reflect reinvestment of all distributions % % withdrawal rate 5% withdrawal rate $43,961

AI-xxxxx© American Funds Distributors, Inc. Stocks, bonds or cash? Growth of $1,000 over 30 years Sources — stocks: Standard & Poor’s 500 Composite Index; bonds: Citigroup Long-Term High-Grade Credit Index; cash: 30-day U.S. Treasury Bills, Ibbotson Associates. Growth of a hypothetical investment of $1,000 over the past 30 years through 12/31/06, with all distributions reinvested or interest compounded. $5,810 Cash Bonds Stocks $13,405 $33,974

AI-xxxxx© American Funds Distributors, Inc. The benefit of downside resilience $100,000 initial investment, monthly withdrawals totaling 5% annually, increasing 4% each year, 8/31/98 – 12/31/06 Results reflect reinvestment of all distributions. Class F shares became available for purchase on March 15, Class F share returns prior to that date are hypothetical results based on Class A share returns without a sales charge, adjusted for typical additional annual expenses of 0.06% on average. Results do not include fees charged by financial intermediaries, which are independent of fund expenses. Please see each fund’s most recent shareholder report for actual date of first sale. Figures are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Share prices and returns will vary, so you may lose money. For current information and month-end results, visit americanfunds.com. Fund results are for Class F shares at net asset value. 8/31/98 Market low 3/24/00 Market high 12/31/06 Present $220,000 70, , , , ,000 $126,757 WMIF $143,854 ICA $222,776 WGI $159,749 FI $105,953 S&P $128,615 AMF American Funds Growth-and- income funds S&P American Funds Growth-and- income funds S&P 10/9/02 Market low

AI-xxxxx© American Funds Distributors, Inc. A 30-year strategy American Funds portfolio, 1/1/77 – 12/31/06 Capture ratios reflect the annualized product of fund versus index returns for all quarters in which the index had a positive return (upside capture) or a negative return (downside capture). Index blend for the American Funds portfolio: 10% MSCI World Index, 35% S&P 500 Index and 55% Lehman Brothers Aggregate Bond Index. Portfolio was rebalanced monthly % Upside 80.28% Downside 10% NPF 20% WMIF 20% AMBAL 50% BFA Portfolio capture ratio Sample American Funds portfolio

AI-xxxxx© American Funds Distributors, Inc. How do I pay for a mutual fund?  Sales charge –Also known as a “load” –Up-front –Back-end –Compensates advisers for their services  No-load –Sold directly to the public  Annual expenses

AI-xxxxx© American Funds Distributors, Inc. American Funds investment results Average annual total returns for periods ended 6/30/07 *As of each fund’s fiscal year-end. Results are based on an initial $1,000 investment at the beginning of the stated periods. Class F shares became available for purchase on March 15, Class F share returns prior to that date are hypothetical results based on Class A share returns without a sales charge, adjusted for typical additional annual expenses of 0.06% on average. Results do not include fees charged by financial intermediaries, which are independent of fund expenses. Please see each fund’s most recent shareholder report for actual date of first sale. The funds’ investment adviser (and business manager for Washington Mutual Investors Fund) is waiving a portion of its management fees. Results shown reflect the waivers, without which they would have been lower. The actual expense ratios for the funds are lower than the amounts shown. Please see each fund’s most recent shareholder report for details. Figures are past results and are not predictive of results in future periods. Current and future results may be lower or higher than those shown. Share prices and returns will vary, so investors may lose money. For current information and month-end results, visit americanfunds.com. Fund results are for Class F shares at net asset value. Gross 1 year 5 years 10 years expense ratio* American Balanced Fund ® 15.73% 9.35% 8.95%0.59% American Mutual Fund ® The Bond Fund of America SM Capital World Growth and Income Fund SM Fundamental Investors SM The Investment Company of America ® New Perspective Fund ® Washington Mutual Investors Fund SM

AI-xxxxx© American Funds Distributors, Inc. Investors should carefully consider the investment objectives, risks, charges and expenses of the American Funds. This and other important information is contained in the prospectus(es), which can be obtained from their financial adviser and should be read carefully before investing.