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Retirement plan summary prospectus kit

Kit contains all Target Date retirement series summary prospectuses. Details

Updated: Jan 2022

Max: 25

Semi-annual N-CSR for the six months ended June 30, 2024 (AFISTD)

The annual N-CSR contains the financial statements and financial highlights, including the schedule of investments for the fiscal ... Details

Updated: Aug 2024

Max: 50

Semi-annual report for the six months ended April 30, 2024 — American Funds Target Date Retirement Series

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Updated: Jun 2024

Target date funds & variable annuities - A path to and through retirement (Lincoln Version) — American Funds Insurance Series - Target Date Series

This brochure introduces the American Funds Insurance Series -- Target Date Series, discussing the b... Details

Updated: Nov 2024

Target Date Peer Analysis (R-3 Share) — American Funds Target Date Retirement Series

An overview of several metrics that are commonly used to quantitatively evaluate target date fund pr... Details

Updated: Nov 2024

Not available to order

Target Date Peer Analysis (R-6 Share) — American Funds Target Date Retirement Series

An overview of several metrics that are commonly used to quantitatively evaluate target date fund pr... Details

Updated: Nov 2024

Not available to order

Target Date Retirement Blend Strategy brochure — Capital Group Target Date Retirement Series

High-level piece intended to introduce design principles, highlight distinctive features and discuss... Details

Updated: Mar 2024

Max: 50

Tax-Exempt Fund of California Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Jan 2024

TD Blend trust mapping single sheet

This single sheet uses birthdate mapping tables in five-year increments to identify the Capital Group Target Date Blend Retirement vintage closest to participants’ retirement year. Details

Updated: Jun 2024

Not available to order

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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.