Forms & Literature

Search Literature

Search by title, subject, literature number, fund or cover description.

Your Literature Order

You must log in to order literature.

Fund-Specific Sales Materials

Page: « prev  1 | [2] | 3  next » of 3


Enter quantities for one or more titles and click Add All to Cart.

Alphabetical

Capital Group Target Date Retirement Series guide to participant success brochure — Capital Group Target Date Retirement Series

This brochure provides an overview of Capital Group Target Date Retirement Series participant materi... Details

Updated: Aug 2024

Not available to order

Choose the target date series that's best for participants — American Funds Target Date Retirement Series

This brochure provides insight into analysis and selection of a target date series for a retirement ... Details

Updated: Apr 2024

A deeper view of the glide path - How factor exposures and characteristics help differentiate target date strategies

Capital Group explores how equity factors and fixed income characteristics provide an additional len... Details

Updated: Apr 2024

Not available to order

Default Target Date Mapping (5 yr) — American Funds Target Date Retirement Series

AFTD birthdate mapping tables in 5-year increments. This table is used to identify target date fund ... Details

Updated: Jun 2024

Not available to order

Get tailored employee education materials for your plan — American Funds Target Date Retirement Series

This brochure highlights the options for tailored American Funds Target Date Retirement Series emplo... Details

Updated: Sep 2024

Not available to order

A glide path approach to equity risk in emerging markets — American Funds Target Date Retirement Series

This white paper provides insight into American Funds Target Date Retirement Series distinctive glid... Details

Updated: Sep 2022

Not available to order

How fixed income anchors our glide path (R-6 Share) — American Funds Target Date Retirement Series

This brochure explores our unique approach to target date fund construction by seeking to address th... Details

Updated: Aug 2024

How our Target Date Series manages inflation risk (R-6 Share) — American Funds Target Date Retirement Series

This white paper describes how American Funds Target Date Retirement Series addresses inflation and ... Details

Updated: Apr 2023

Inflation’s hidden threat to portfolio construction — American Funds Target Date Retirement Series

Capital Group explores an additional element of portfolio risk resulting from higher inflation and i... Details

Updated: Sep 2023

Not available to order

Morningstar upholds Gold Medalist Rating for lowest-cost AFTD share classes (F-3, R-5, R-6 Share) — American Funds Target Date Retirement Series

A reprint of the “Analyst View” section of the Morningstar Target-Date Fund Series Report from Janua... Details

Updated: Mar 2024

One fund. Many benefits. – AFTD participant pamphlet — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Aug 2024

One fund. Many benefits. – CGTD participant brochure (Spanish)

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Feb 2024

Not available to order

One fund. Many benefits. - CGTD participant pamphlet

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Aug 2024

Not available to order

One Fund. Many Benefits. TD Blend participant Brochure

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

One Fund. Many Benefits. TD Blend participant Pamphlet

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

One Fund. Many Benefits. TD Blend participant PPT

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

Not available to order

Our dynamic approach to equity allocation — American Funds Target Date Retirement Series

Capital Group explores how our target date series dynamically approaches equity allocation to better... Details

Updated: Nov 2024

Not available to order

Quarterly Investment Portfolio - American Funds Target Date Retirement

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Sep 2024

Not available to order

Quarterly Investment Portfolio – American Funds Target Date Retirement

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2024

Not available to order

Recent litigation fuels scrutiny on QDIA selection (R-6 Share) — American Funds Target Date Retirement Series

Capital Group examines the differences in returns versus dispersion in fees and historic consistency... Details

Updated: Oct 2023

Not available to order

Enter quantities for one or more titles and click Add All to Cart.

Page: « prev  1 | [2] | 3  next » of 3


Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.