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Fund Sheets

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2026 Fund Marketing Sheet (AFTD) — American Funds 2025 Target Date Retirement Fund

This single sheet can help financial advisors become familiar with the underlying holdings in our 20... Details

Updated: Apr 2026

2026 Fund Marketing Sheet (AFTD) — American Funds 2030 Target Date Retirement Fund

This single sheet can help financial advisors become familiar with the underlying holdings in our 20... Details

Updated: Apr 2026

2026 Fund Marketing Sheet (AFTD) — American Funds 2035 Target Date Retirement Fund

This single sheet can help financial advisors become familiar with the underlying holdings in our 20... Details

Updated: Apr 2026

2026 Fund Marketing Sheet (AFTD) — American Funds 2040 Target Date Retirement Fund

This single sheet can help financial advisors become familiar with the underlying holdings in our 20... Details

Updated: Apr 2026

2026 Fund Marketing Sheet (AFTD) — American Funds 2055 Target Date Retirement Fund

This single sheet can help financial advisors become familiar with the underlying holdings in our 20... Details

Updated: Apr 2026

2026 Fund Marketing Sheet (AFTD) — American Funds 2065 Target Date Retirement Fund

This single sheet can help financial advisors become familiar with the underlying holdings in our 20... Details

Updated: Apr 2026

3Q-2026 Quarterly Attribution Report — EUPAC Fund

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

Updated: Oct 2026

Not available to order

3Q-2026 Quarterly Attribution Report — The Investment Company of America

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

Updated: Oct 2026

Not available to order

3Q-2026 Quarterly Attribution Report — SMALLCAP World Fund

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

Updated: Oct 2026

Not available to order

August 2025 Allocation update – American Funds Portfolio Series — American Funds Portfolio Series

The allocation bulletin highlights key investment themes and includes the most recent allocation cha... Details

Updated: Aug 2025

Not available to order

Capital Group Active-Passive Tax-Aware Conservative Growth and Income Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Sep 2026

Not available to order

Capital Group Active-Passive Tax-Aware Conservative Income Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Sep 2026

Not available to order

Capital Group Active-Passive Tax-Aware Growth and Income Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Sep 2026

Not available to order

Capital Group Active-Passive Tax-Aware Moderate Growth and Income Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Sep 2026

Not available to order

Capital Group Active-Passive Tax-Aware Moderate Growth Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with a brief description of the mod... Details

Updated: Sep 2026

Not available to order

Capital Group Active-Passive Tax-Aware Moderate Income Model (Balance) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with a brief description of the mod... Details

Updated: Sep 2026

Not available to order

Capital Group Active-Passive Tax-Exempt Preservation Model (FI) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with a brief description of the mod... Details

Updated: Sep 2026

Not available to order

CGDV fund spotlight (ETF) — Capital Group Dividend Value ETF

Capital Group Dividend Value ETF (ticker: CGDV) may not look like a typical "value" fund. Learn what's behind this ETF and how it ... Details

Updated: Oct 2025
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