Before you get started
Requests to exchange or rebalance your account(s) at Capital Group are generally processed on the same business day. Requests received after the close of the New York Stock Exchange are processed using the next business day’s price per share. Consider talking to your financial professional before completing an exchange or rebalance. They can offer advice and help you make decisions that support your long-term financial plan.
Things to consider:
- Exchanges and rebalances are generally allowed within the same account type and share class
- When Class A shares in American Funds U.S. Government Money Market Fund that have not been subject to a sales charge are exchanged, a sales charge will apply
- Depending on your account type, exchanges and rebalances can have the same tax consequences as ordinary sales and purchases. Consult a tax advisor for more information.
- As investments grow at different rates, an account's or portfolio's asset mix may change. Rebalancing aligns the account or portfolio into a desired allocation.
- Rebalance requests must equal 100% of the account balance, and at least one fund in the account must change by 5% or more
