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Most recently updated pieces

1Q-2025 Quarterly Attribution Report (ETF) — Capital Group U.S. Multi-Sector Income ETF

The quarterly attribution reports provide detailed descriptions of the portfolio’s quarterly results... Details

Updated: Apr 2025

Not available to order

1Q-2025 Quarterly Attribution Report (R-6 Share) — American Funds Target Date Retirement Series

The quarterly attribution reports provide detailed descriptions of the portfolio's quarterly results... Details

Updated: Apr 2025

Not available to order

1Q-2025 Quarterly Statistical Update

Provides one-, five-, 10-year annualized returns for A and C shares (with and without a sales charge) and F and 529 shares, as well as Lipper and Morningstar rankings. Must accompany literature containing prior-dated sta... Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update

Provides one-, five-, 10-year and lifetime annualized returns at net asset value and market price for Capital Group ETFs as well as returns on a gross of fees and net of fees basis for the Capital Group composites in whi... Details

Updated: Apr 2025

Max: 50

1Q-2025 Quarterly Statistical Update

Capital Group ETFs Quarterly Statistical Update - Investor Only Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (529-E Share)

This stand-alone statistical update lists returns and expense ratios for the funds eligible for Class 529-E shares Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-1 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-2E Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-2 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-3 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-4 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-5E Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-5 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

1Q-2025 Quarterly Statistical Update (R-6 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Apr 2025

2025 Q1 World Markets Review

2025 Q1 World Markets Review Details

Updated: Apr 2025

Not available to order

529 Payroll Deduction Program Highlights

A single-sheet highlighting the benefits of employer-sponsored 529 plans, designed for use with employers. Details

Updated: Apr 2025

Not available to order

529 plan and SECURE 2.0 Act single sheet

A resource to guide advisors and clients around the basics of SECURE 2.0 Act and its 529-to-Roth rollover provision. Details

Updated: Apr 2025

ABLEAmerica Account Owner/Successor Owner Change Request

Form used to request a change of Account Owner or Successor Owner on an ABLEAmerica Account. Details

Updated: Apr 2025

Not available to order

ABLEAmerica Distribution Request

Form used to request a one-time distribution or installment payments from an ABLEAmerica Account. This form can also be used to request a transfer to a non-American Funds ABLE account. Details

Updated: Apr 2025

Not available to order

ABLEAmerica Rollover/Transfer Request

Use this form to request a direct rollover/transfer to an ABLEAmerica account from another ABLE or 529 account. Details

Updated: Apr 2025

Not available to order

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