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Fund-Specific Sales Materials

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3Q-2024 Quarterly Attribution Report (ETF) — Capital Group Growth ETF

The quarterly attribution reports provide detailed descriptions of the portfolio's quarterly results relative to its benchmark(s),... Details

Updated: Oct 2024

Not available to order

3Q-2024 Quarterly Attribution Report (ETF) — Capital Group International Equity

The quarterly attribution reports provide detailed descriptions of the portfolio's quarterly results... Details

Updated: Oct 2024

Not available to order

3Q-2024 Quarterly Attribution Report (ETF) — Capital Group International Focus Equity ETF

The quarterly attribution reports provide detailed descriptions of the portfolio's quarterly results... Details

Updated: Oct 2024

Not available to order

3Q-2024 Quarterly Attribution Report (ETF) — Capital Group Short Duration Municipal Income ETF

The quarterly attribution reports provide detailed descriptions of the portfolio’s quarterly results... Details

Updated: Oct 2024

Not available to order

3Q-2024 Quarterly Attribution Report (R-6 Share) — American Funds Target Date Retirement Series

The quarterly attribution reports provide detailed descriptions of the portfolio's quarterly results... Details

Updated: Oct 2024

Not available to order

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

3Q-2024 Quarterly Statistical Update

Provides one-, five-, 10-year annualized returns for A and C shares (with and without a sales charge) and F and 529 shares, as well as Lipper and Morningstar rankings. Must accompany literature containing prior-dated sta... Details

Updated: Nov 2024

3Q-2024 Quarterly Statistical Update — ETF Equities

Provides one-, five-, 10-year and lifetime annualized returns at net asset value and market price for Capital Group ETFs as well a... Details

Updated: Oct 2024

Max: 50

3Q-2024 Quarterly Statistical Update — ETF Equities

Capital Group ETFs Quarterly Statistical Update – Investor Only Details

Updated: Oct 2024

AFIS TRICAP Single Sheet — American Funds Insurance Series

A single sheet demonstrating two possible AFIS fund combinations into portfolios to help meet differing retiree objectives within ... Details

Updated: Nov 2024

AFTD Allocation of the Underlying American Funds (R-6 Share) — American Funds Target Date Retirement Series

This quarterly updated participant communication specifies the underlying fund allocations of each t... Details

Updated: Oct 2024

Allocation changes (Dealer Vrs - RJ)

This piece outlines the most recent allocation changes. Details

Updated: May 2024

Not available to order

Alternatives to brokerage account-only plans

This fact sheet, for use with third-party administrators and financial professionals, provides an overview of brokerage account-on... Details

Updated: May 2024

Not available to order

AMCAP 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: May 2024

American Balanced Fund 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: Mar 2024

American Funds 2010 Target Date Retirement Fund - 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 2015 Target Date Retirement Fund - 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 2020 Target Date Retirement Fund - 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 2025 Target Date Retirement Fund - 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 2030 Target Date Retirement Fund - 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
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