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Fund-Specific Sales Materials

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New World Fund – Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be... Details

Updated: Jan 2025

One fund. Many benefits. – AFTD participant pamphlet — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Jul 2025

One fund. Many benefits. – AFTD participant pamphlet (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Aug 2024

One fund. Many benefits. – CGTD participant brochure

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Jul 2025

Not available to order

One fund. Many benefits. – CGTD participant brochure (Spanish)

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Feb 2024

Not available to order

One fund. Many benefits. – CGTD participant pamphlet

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Jul 2025

Not available to order

One fund. Many benefits. – CGTD participant pamphlet (Spanish)

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Feb 2024

Not available to order

One Fund. Many Benefits. TD Blend participant Brochure

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

One Fund. Many Benefits. TD Blend participant Pamphlet

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

One Fund. Many Benefits. TD Blend participant PPT

This explains how to get started when choosing a fund in a target date retirement solution, such as the Capital Group Target Date ... Details

Updated: Jun 2024

Not available to order

Our dynamic approach to equity allocation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores how our target date series dynamically approaches equity allocation to better... Details

Updated: Jun 2025

Not available to order

Participant outcomes continue to take center stage in recent QDIA litigation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group examines the differences in returns versus dispersion in fees and historic consistency... Details

Updated: Feb 2025

Not available to order

The power of protected lifetime income – The difference a variable annuity can make — American Funds Insurance Series

Single sheet to share with clients when discussing the benefits of allocating a portion of their ret... Details

Updated: Jun 2025

Practice Management - Turbocharge Your Brand Worksheet 1 - Define

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you define the who, what and wh... Details

Updated: Feb 2025

Not available to order

Practice Management - Turbocharge Your Brand Worksheet 2 - Differentiate 2

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you gather feedback from client... Details

Updated: Feb 2025

Not available to order

Practice Management - Turbocharge Your Brand Worksheet 3 - Demonstrate

This worksheet, part of the Turbocharge Your Brand educational series, includes activities to help you assess your website, digita... Details

Updated: Feb 2025

Not available to order

Quarterly Investment Portfolio - AMCAP

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

Updated: Jul 2025

Not available to order

Quarterly Investment Portfolio - AMCAP Fund

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

Updated: Jan 2025

Not available to order

Quarterly Investment Portfolio - American Balanced Fund

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

Updated: May 2025

Not available to order

Quarterly Investment Portfolio - American Balanced Fund

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

Updated: Nov 2024

Not available to order

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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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