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Fund-Specific Sales Materials

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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: Aug 2026

Not available to order

Quarterly Investment Portfolio - American Funds Target Date Retirement

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

Updated: Sep 2025

Not available to order

Quarterly Investment Portfolio - American Funds Target Date Retirement Series

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

Updated: Mar 2026

Not available to order

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Retirement plan summary prospectus kit

Kit contains all Target Date retirement series summary prospectuses. Details

Updated: Jan 2022

Max: 25

Semi-annual N-CSR for the six months ended June 30, 2025 (AFISTD)

The annual N-CSR contains the financial statements and financial highlights, including the schedule of investments for the fiscal ... Details

Updated: Aug 2025

Max: 50

Target date funds & variable annuities - A path to and through retirement (Lincoln Version) — American Funds Insurance Series - Target Date Series

This brochure introduces the American Funds Insurance Series -- Target Date Series, discussing the b... Details

Updated: Nov 2024

Target Date Peer Analysis (R-3 Share) — American Funds Target Date Retirement Series

An overview of several metrics that are commonly used to quantitatively evaluate target date fund pr... Details

Updated: May 2026

Not available to order

Target Date Peer Analysis (R-6 Share) — American Funds Target Date Retirement Series

An overview of several metrics that are commonly used to quantitatively evaluate target date fund pr... Details

Updated: May 2026

Not available to order

Target Date Retirement Blend Strategy brochure — Capital Group Target Date Retirement Series

High-level piece intended to introduce design principles, highlight distinctive features and discuss... Details

Updated: Aug 2025

Max: 50

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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/or 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.

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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.