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Fund-Specific Sales Materials

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New World Fund – Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be... Details

Updated: Jan 2024

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: Aug 2024

One fund. Many benefits. – AFTD participant pamphlet (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Aug 2024

One fund. Many benefits. – CGTD participant brochure

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Nov 2024

Not available to order

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: Aug 2024

Not available to order

One fund. Many benefits. – CGTD participant pamphlet (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. TD Blend participant Brochure

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

One Fund. Many Benefits. TD Blend participant Pamphlet

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

One Fund. Many Benefits. TD Blend participant PPT

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

Not available to order

Our dynamic approach to equity allocation — American Funds Target Date Retirement Series

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

Updated: Nov 2024

Not available to order

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

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

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 2024

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 College Target Date Series

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

Updated: Sep 2024

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

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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.