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Fund-Specific Sales Materials

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3Q-2024 Quarterly Fund Commentary (F-2 Share) — American Funds Portfolio Series

The quarterly review sheets provide a market recap, review areas of portfolio strength and weakness ... Details

Updated: Nov 2024

American Funds Active Models -Lineup Brochure - Investing in a model managed by Capital Group gives you — American Funds Model Portfolios

This brochure provides an overview of our all-active models, with information about each model’s all... Details

Updated: Aug 2024

Max: 50

American Funds Active-Passive Model Portfolios with Vanguard at Morgan Stanley Brochure (Dealer Vrs - MS)

The brochure describes and provides some data points for the 10 American Funds Active-Passive Model ... Details

Updated: Oct 2024

Max: 10

American Funds Conservative Growth and Income Portfolio - 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

American Funds Global Growth Portfolio - 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

American Funds® Growth and Income Portfolio - 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

American Funds Growth Portfolio - 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

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: Jun 2024

American Funds Model Portfolios at UBS (Dealer Vrs - UBS F-2 Share) — American Funds Model Portfolios

This brochure features a deeper experience of the active American Funds Model Portfolios available a... Details

Updated: Aug 2024

Max: 50

Updated: May 2024

Max: 50

American Funds® Moderate Growth and Income Portfolio - 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

American Funds/PMC Active Core Portfolios

Active Core: Seven mutual fund portfolios that can add scale and efficiency to your practice. Details

Updated: Sep 2024

Max: 10

American Funds Preservation Portfolio - 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

American Funds Tax-Aware Conservative Growth and Income Portfolio - Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, a... Details

Updated: Jan 2024

American Funds Tax-Exempt Preservation Portfolio - 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

Annual report for the year ended October 31, 2023 — American Funds Portfolio Series

Yearly report of fund's financial condition that must be distributed to shareholders under SEC regul... Details

Updated: Dec 2023

Capital Group Active-Passive Models Lineup Brochure

This brochure provides an overview of our active-passive models, with information about each model’s allocations. Details

Updated: Nov 2024

Max: 50

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

Lists information alphabetically about each fund and share class, such as the fund number, Quotron s... Details

Updated: Sep 2024

Max: 25

Models Allocation Dealer Bulletin_Core Version — American Funds Model Portfolios

This piece details the July 2022 updates to American Funds multi-fund investment vehicles. Details

Updated: Jul 2022

Not available to order

Quarterly Investment Portfolio - American Funds Insurance Series - Portfolio Series

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

Updated: May 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.