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Fund Sheets

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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

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: May 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: May 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: May 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: May 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: May 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: May 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: May 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

Defined Contribution Focus Funds - The Bond Fund of America (R-6 Share) — The Bond Fund of America

Designed to serve as a conversation starter with intermediaries and plan sponsors about the fund and... Details

Updated: Feb 2026

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

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

Single sheet comparing the historical total returns for American Balanced Fund, stocks, bonds, and t... Details

Updated: May 2026

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 — American Funds Model Portfolios

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

Updated: Sep 2024

Not available to order

Model Portfolio Services Single Sheet

A single sheet that outlines the model portfolio services available to advisors in the model portfolio resource center. Details

Updated: Jul 2024

Max: 50

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