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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

Not available to order

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: Dec 2023

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: Dec 2023

Not available to order

Our dynamic approach to equity allocation (R-6 Share) — American Funds Target Date Retirement Series

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

Updated: May 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

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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 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 — American Funds Insurance Series - Target Date Series

*For AFIS Use Only* This brochure discusses the American Funds Insurance Series — Target Date Series... Details

Updated: Feb 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: May 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

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.