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A full-featured solution for larger plans – PlanPremier Fact Sheet (generic) (PP Bundled PPTPA)

This fact sheet provides information on the investments, services and pricing for the PlanPremier 40... Details

Updated: Aug 2025

A full-featured solution for larger plans – PlanPremier Fact Sheet (R-6 share version) (R-6 Share PPTPA PP Bundled)

This fact sheet provides information on the investments, services and pricing for the PlanPremier 40... Details

Updated: Aug 2025

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

Lists information alphabetically about each fund and share class, such as the fund number, Quotron s... Details

Updated: Aug 2025

Max: 25

Fund information matrix (F-2, C, A, F-3, F-1 Share)

Lists information alphabetically about each fund and share class, such as the fund number, Quotron symbol, tax identification numb... Details

Updated: Aug 2025

Not available to order

Fund information matrix (R-4, R-5, R-3, R-1, R-5E, R-2E, R-2, R-6 Share)

Lists information alphabetically about each fund and share class, such as the fund number, Quotron symbol, tax identification numb... Details

Updated: Aug 2025

Not available to order

Fund spotlight - American Mutual Fund (F-2 Share) — American Mutual Fund

In this fund-only spotlight, we look at American Mutual Fund. This growth-and-income fund seeks the balanced accomplishment of thr... Details

Updated: Aug 2025

Fund spotlight - Capital World Growth and Income Fund (F-2 Share) — Capital World Growth and Income Fund

In this fund-only spotlight, we look at Capital World Growth and Income Fund. This fund seeks to pro... Details

Updated: Aug 2025

Max: 50

Fund spotlight - Fundamental Investors (F-2 Share) — Fundamental Investors

In this fund-only spotlight, we take a look at Fundamental Investors, an American Funds mutual fund.... Details

Updated: Aug 2025

Fund spotlight - The Growth Fund of America (F-2 Share) — The Growth Fund of America

In this fund-only version of our spotlight series brochures, we take a look at The Growth Fund of Am... Details

Updated: Aug 2025

Fund spotlight - The Income Fund of America (F-2 Share) — The Income Fund of America

In this fund-only spotlight, we take a look at The Income Fund of America. This income strategy focu... Details

Updated: Aug 2025

Max: 50

Global equity strategy guide (F-2 shares for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It g... Details

Updated: Aug 2025

Max: 50

Global equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It gives an overview of the charac... Details

Updated: Aug 2025

Max: 50

A guide to American Funds at LPL Financial

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

Updated: Aug 2025

Max: 25

Historical Allocations Report – American Funds Models

This report details the initial allocations and all subsequent reallocations for the American Funds Model Portfolios. Details

Updated: Aug 2025

Not available to order

Historical Allocations Report – CG Active-Passive Models

This report details the initial allocations and all subsequent reallocations for the Capital Group Active-Passive Model Portfolios... Details

Updated: Aug 2025

Not available to order

How fixed income anchors our glide path (R-6 Share) — American Funds Target Date Retirement Series

This brochure explores our unique approach to target date fund construction by seeking to address th... Details

Updated: Aug 2025

How to make the most of your charitable giving

Key factors to consider when creating a charitable giving strategy. This is a brochure advisors can use with their clients to star... Details

Updated: Aug 2025

Max: 50

Inherited IRA Application

Application used to establish an American Funds traditional or Roth IRA with inherited assets. The Inherited IRA Request for Transfer of Assets or Direct Rollover form is also included. Details

Updated: Aug 2025

Not available to order

International equity strategy guide (A-share for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Aug 2025

Max: 50

International equity strategy guide (F-2 share for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Aug 2025

Max: 50

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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.

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