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Fund Sheets

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Fixed income funds rankings and results single sheet (R-6 Share)

A single sheet showcasing American Funds fixed income funds rankings for the quarter. Details

Updated: Oct 2024

A full-featured solution for larger plans – PlanPremier Fact Sheet (R-6 share version) (R-6 Share PP Bundled PPTPA)

This fact sheet provides information on the investments, services and pricing for the PlanPremier 40... Details

Updated: Jun 2024

Max: 10

A history of returns (F-2 Share) — American Balanced Fund

Single sheet comparing the historical total returns for American Balanced Fund, stocks, bonds, and the fund's relevant indexes. Details

Updated: Apr 2024

A history of returns (A Share) — American Balanced Fund

Single sheet comparing the historical total returns for American Balanced Fund, stocks, bonds, and the fund's relevant indexes. Details

Updated: Apr 2024

ICA 90th anniversary single sheet — F-2 share (F-2 Share) — The Investment Company of America

This single sheet celebrates 90 years of the Investment Company of America. Using F-2 shares, the si... Details

Updated: Feb 2024

ICA 90th anniversary single sheet — A share (A Share) — The Investment Company of America

This single sheet celebrates 90 years of the Investment Company of America. Using A shares, the sing... Details

Updated: Feb 2024

It’s easy to set up a SIMPLE IRA Plus plan single sheet

Use this single sheet to give an overview of the SIMPLE IRA Plus plan setup and enrollment process and help define the roles that ... Details

Updated: Feb 2024

July 2024 Allocation update – American Funds Tax-Aware Model Portfolios

The allocation bulletin highlights key investment themes and includes the most recent allocation changes within each model. Details

Updated: Sep 2024

Not available to order

LPL SMA Brochure — Separately Managed Account

The brochure, for LPL advisors, gives details on the Capital Group SMAs available on LPL platforms. Details

Updated: Jul 2024

Max: 25

Model Portfolio Services Single Sheet

A single sheet that outlines the model portfolio services available to advisors in the model portfolio resource center. Details

Updated: Jul 2024

Max: 50

RP Practice Builder - Winning just two plans a year single sheet for Edward Jones (Dealer Vrs - EJ)

This is an Edward Jones version of an enterprise piece promoting the benefits to FAs of adding RP bu... Details

Updated: Feb 2019

Scheduled dividend payment dates.

This calendar provides annual scheduled dividend payment dates for the American Funds. Details

Updated: Jan 2024

Not available to order

Take advantage of Spanish-language resources to help employees invest for retirement (PP Bundled PPTPA RKD)

See what employee resources are available in Spanish for Capital Group retirement plans Details

Updated: Jul 2024

Transamerica Portfolio Solutions, Single Sheet

A single sheet highlighting American Funds Insurance Series funds and two possible allocation scenarios and details for funds avai... Details

Updated: Jan 2023

Max: 50

Values and legacy – Client worksheet

A worksheet to help clients think about the legacy they wish to leave and how they can begin to lay the groundwork Details

Updated: Jul 2022
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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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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.