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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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Most recently updated pieces

Nationwide 5 Pack, Single Sheet

This is a quarterly overview of portfolios that can be constructed at Nationwide using AFIS funds. This overview shows the asset mix of each portfolio and includes an ADA text description for the charts. Details

Updated: Jun 2024

Max: 50

PlanPremier-Bundled Sample Proposal (PP Bundled)

This proposal book, customized for your prospective client, includes the important details of their American Funds PlanPremier-Bun... Details

Updated: Jun 2024

Not available to order

PlanPremier-TPA Sample Proposal (PPTPA)

This proposal book, customized for your prospective client, includes the important details of their American Funds PlanPremier-TPA retirement plan, including service, investments, participant education and pricing. Details

Updated: Jun 2024

Quarterly Investment Portfolio - American Funds Tax-Exempt Fund of New York

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

Updated: Jun 2024

Not available to order

Quarterly Investment Portfolio - American Funds Tax-Exempt Fund of New York

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

Updated: Jun 2024

Not available to order

Quarterly Investment Portfolio - Income Fund of America

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

Updated: Jun 2024

Not available to order

Quarterly Investment Portfolios - Limited Term Tax-Exempt Bond Fund of America

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

Updated: Jun 2024

Not available to order

Quarterly Investment Portfolios - Short-Term Tax-Exempt Bond Fund

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

Updated: Jun 2024

Not available to order

Quarterly Investment Portfolios - The Tax-Exempt Bond Fund of America

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

Updated: Jun 2024

Not available to order

Quarterly Investment Portfolios - The Tax-Exempt Fund of California 

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

Updated: Jun 2024

Not available to order

RecordkeeperDirect Sample Proposal (RKD)

This proposal book, customized for your prospective client, includes the important details of their American Funds RecordkeeperDir... Details

Updated: Jun 2024

Semi-annual report for the six months ended April 30, 2024

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of the six-month period), financial... Details

Updated: Jun 2024

Max: 50

Semi-annual report for the six months ended April 30, 2024

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of the six-month period), financial... Details

Updated: Jun 2024

Max: 50

Semi-annual report for the six months ended April 30, 2024 — America Funds College Target Date Series

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Updated: Jun 2024

Semi-annual report for the six months ended April 30, 2024 — American Funds Global Balanced Fund

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Updated: Jun 2024

Semi-annual report for the six months ended April 30, 2024 — American Funds Global Insight Fund

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Updated: Jun 2024

Semi-annual report for the six months ended April 30, 2024 — American Funds International Vantage Fund

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Updated: Jun 2024

Semi-annual report for the six months ended April 30, 2024 — American Funds Portfolio Series

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Updated: Jun 2024

Semi-annual report for the six months ended April 30, 2024 — American Funds Retirement Income Portfolio Series

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Updated: Jun 2024

Semi-annual report for the six months ended April 30, 2024 — American Funds Target Date Retirement Series

Six-month report of the fund's financial condition. Includes a list of holdings (as of the end of th... Details

Updated: Jun 2024
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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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