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Fund Sheets

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Updated: Apr 2024
Updated: Apr 2024

1Q-2024 Fund Fact Sheet (529-E Share) — American Funds College Enrollment Fund

The quarterly Fund Fact Sheets provide insight on the results of the American Funds in the current i... Details

Updated: May 2024

Not available to order

1Q-2024 Fund Fact Sheet (529-F1 Share) — American Funds College Enrollment Fund

The quarterly Fund Fact Sheets provide insight on the results of the American Funds in the current i... Details

Updated: May 2024

Not available to order

1Q-2024 Fund Fact Sheet (529-F2 Share)

The quarterly Fund Fact Sheets provide insight on the results of the American Funds in the current investment environment. Each Fact Sheet outlines a particular fund's exposure to industries and sectors that influence th... Details

Updated: May 2024

Not available to order

1Q-2024 Fund Fact Sheet (529-A Share) — American Funds College Enrollment Fund

The quarterly Fund Fact Sheets provide insight on the results of the American Funds in the current i... Details

Updated: May 2024

Not available to order

Updated: Apr 2024

Max: 50

Updated: Apr 2024

1Q-2024 Fund Fact Sheet (R-4 Share AFPS) — American Funds Preservation Portfolio

The quarterly Fund Fact Sheets provide insight on the results of the American Funds in the current i... Details

Updated: May 2024

Not available to order

1Q-2024 Quarterly Fund Commentary (Dealer Vrs - MS F-2 Share)

The quarterly commentary letter for the American Funds MF-ETF Models at Vanguard offered at Morgan Stanley details a brief market ... Details

Updated: May 2024

Max: 111

1Q-2024 Quarterly Fund Commentary (F-2 Share) — American Funds Model Portfolios

FOR MERRILL USE ONLY - The quarterly commentary letter for the American Funds model portfolios offer... Details

Updated: Jun 2024

Max: 10

2Q-2024 Fund Fact Sheet (1A Share) — American Funds Insurance Series - American Funds Global Balanced Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Jul 2024

Not available to order

2Q-2024 Fund Fact Sheet (1 Share AFIS) — American Funds Insurance Series - American Funds Global Balanced Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Jul 2024

Not available to order

2Q-2024 Fund Fact Sheet (1 Share AFIS) — American Funds Insurance Series - American Funds Mortgage Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Jul 2024

Not available to order

2Q-2024 Fund Fact Sheet (1A Share AFIS) — American Funds Insurance Series - American Funds Mortgage Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Jul 2024

Not available to order

2Q-2024 Fund Fact Sheet (1 Share AFIS) — American Funds Insurance Series - American High-Income Trust

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Jul 2024

Not available to order

2Q-2024 Fund Fact Sheet (1A Share AFIS) — American Funds Insurance Series - American High-Income Trust

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Jul 2024

Not available to order

2Q-2024 Fund Fact Sheet (1 Share AFIS) — American Funds Insurance Series - Asset Allocation Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Jul 2024

Not available to order

2Q-2024 Fund Fact Sheet (1A Share AFIS) — American Funds Insurance Series - Asset Allocation Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Jul 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.