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Fund Sheets

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A history of returns (F-2 Share) — American Balanced Fund

Single sheet comparing the historical total returns for American Balanced Fund, stocks, bonds, and the fund's relevant indexes. Details

Updated: Apr 2025

A history of returns (A Share) — American Balanced Fund

Single sheet comparing the historical total returns for American Balanced Fund, stocks, bonds, and the fund's relevant indexes. Details

Updated: Apr 2025

ICA 90th anniversary single sheet — F-2 share (F-2 Share) — The Investment Company of America

This single sheet celebrates 90 years of the Investment Company of America. Using F-2 shares, the si... Details

Updated: Feb 2024

ICA 90th anniversary single sheet — A share (A Share) — The Investment Company of America

This single sheet celebrates 90 years of the Investment Company of America. Using A shares, the sing... Details

Updated: Feb 2024

It’s easy to set up a SIMPLE IRA Plus plan single sheet

Use this single sheet to give an overview of the SIMPLE IRA Plus plan setup and enrollment process and help define the roles that ... Details

Updated: May 2025

July 2024 Allocation update – American Funds Tax-Aware Model Portfolios

The allocation bulletin highlights key investment themes and includes the most recent allocation changes within each model. Details

Updated: Sep 2024

Not available to order

Model portfolio resources for you and your clients — American Funds Model Portfolios

This single-sheet outlines Capital Group's model portfolio servicing capabilities for financial advi... Details

Updated: Dec 2022

Max: 50

Scheduled dividend payment dates.

This calendar provides annual scheduled dividend payment dates for the American Funds. Details

Updated: Jan 2025

Not available to order

Separately managed accounts (SMAs) at LPL Financial (Dealer Vrs - LPL) — Separately Managed Account

The 4-page guide features the SMAs strategies available at LPL Financial. These customizable, transp... Details

Updated: Apr 2025

Max: 25

Take advantage of Spanish-language resources to help employees invest for retirement (RKD PP Bundled PPTPA)

See what employee resources are available in Spanish for Capital Group retirement plans Details

Updated: Jul 2024

Values and legacy – Client worksheet

A worksheet to help clients think about the legacy they wish to leave and how they can begin to lay the groundwork Details

Updated: Jul 2022
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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.

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.

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