TOOLS & RESOURCES

Investment tools and resources to support you and your practice

Account resource center
Forms & literature
Tax center
Account Resource Center
Forms & Literature
Tax center

Featured tools

Hypotheticals

Generate or run a hypothetical.

Portfolio Analyzer

Analyze your portfolio.

Investment results analyzer

Analyze your fund's performance.

College savings calculator

Calculate future costs of college.

Retirement Planalyzer®

Create retirement plan fee quotes, presentations and fund lineups.

Target Date ProView

Evaluate target date solutions across providers.

Featured Tools

  Hypotheticals

Generate or run a hypothetical

  Portfolio Analyzer

Analyze your portfolio

Results Analyzer

Analyze your funds performance

College Savings Calculator

Calculate future costs of college.

  Price-It

Generate a fee quote for 401k

ProView (Target Date)

Evaluate target date solutions

Tools to help you across a spectrum of needs.

CLIENT CONVERSATIONS

Market volatility

Resources, insights and support to help you navigate markets, clients and volatility

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CLIENT CONVERSATIONS

The importance of long-term investing

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HOW-TO GUIDES

Deliver more effective retirement plan reviews

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Account resource center

Get guidance on procedures and selecting forms to help set up or service accounts.

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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.
Although target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met.
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.
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.