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In observance of the Independence Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Wednesday, July 3 and will be closed on Thursday, July 4. On July 3, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

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Fund-Specific Sales Materials

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Portfolio Construction: Where do we go from here?

This downloadable PDF explores personalized solutions in times of uncertainty. Details

Updated: Jul 2020

The power of protected lifetime income – The difference a variable annuity can make

Single sheet to share with clients when discussing the benefits of allocating a portion of their ret... Details

Updated: Mar 2024

Practice Management - Turbocharge Your Brand Worksheet 1 - Define

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you define the who, what and wh... Details

Updated: Aug 2020

Not available to order

Practice Management - Turbocharge Your Brand Worksheet 2 - Differentiate 2

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you gather feedback from client... Details

Updated: Aug 2020

Not available to order

Practice Management - Turbocharge Your Brand Worksheet 3 - Demonstrate

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you assess your website, digita... Details

Updated: Aug 2020

Not available to order

Premier Passport Single Sheet for 2023 (PPTPA RKD)

American Funds PremierPassport makes moving a retirement plan from RecordkeeperDirect-American Funds to PlanPremier-TPA as simple ... Details

Updated: Nov 2023

Quarterly Investment Portfolio - AHIT

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

Updated: Aug 2023

Not available to order

Quarterly Investment Portfolio - AMCAP

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

Updated: Jul 2023

Not available to order

Quarterly Investment Portfolio – AMCAP Fund

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

Updated: Jan 2024

Not available to order

Quarterly Investment Portfolio - American Balanced Fund

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

Updated: May 2024

Not available to order

Quarterly Investment Portfolio - American Balanced Fund

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

Updated: Nov 2023

Not available to order

Quarterly Investment Portfolio - American Funds College Target Date Series

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

Updated: Mar 2024

Not available to order

Quarterly Investment Portfolio - American Funds Developing World Growth and Income Fund

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

Updated: Oct 2023

Not available to order

Quarterly Investment Portfolio - American Funds Emerging Markets Bond Fund

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

Updated: Nov 2023

Not available to order

Quarterly Investment Portfolio – American Funds Global Insight Fund

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

Updated: Mar 2024

Not available to order

Quarterly Investment Portfolio - American Funds Inflation Linked Bond Fund

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

Updated: Oct 2023

Not available to order

Quarterly Investment Portfolio - American Funds Insurance Series

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

Updated: May 2024

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

Quarterly Investment Portfolio - American Funds Insurance Series - Target Date

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

Updated: May 2024

Not available to order

Quarterly Investment Portfolio – American Funds International Vantage Fund

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

Updated: Mar 2024

Not available to order

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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.

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.

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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.