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Client Education


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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
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The Capital Advantage — More From the Core

This white paper addresses how investors should screen for equity funds that can be more beneficial to their investment strategy t... Details

Updated: Jun 2017

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: May 2024

Invest for long-term success (A Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American Funds different. Details

Updated: May 2024

Investor Reference Guide

Introduces new investors to American Funds services and serves as a reference guide for advisors and current investors. Note: Automatically included with confirmation statements for newly-established accounts. Details

Updated: Jan 2022

Max: 10

Keys to Prevailing through stock market declines (F-2 Share)

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Sep 2024
Updated: Nov 2024

Think no one can beat the index? Think again. (F-2 Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: May 2024

Think no one can beat the index? Think again. (R-6 Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: May 2024
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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.