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Fund Sheets

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(Dealer Vrs - ML)

FOR MERRILL USE ONLY - The quarterly commentary letter for the American Funds model portfolios offered at Merrill details a brief market recap, model results and describes Capital Group's asset allocation and portfolio c... Details

Updated: Nov 2025

Max: 10

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: Sep 2025

Fixed income - Explore Capital Group’s municipal bond fund offerings. (F-2 Share)

Municipal bonds can offer investors compelling yield with income exempt from federal taxes. Discover... Details

Updated: Jan 2026

Max: 50

Fixed Income - Platform and results snapshot (R-6 Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Jan 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 (F-2 Share) — American Balanced Fund

Single sheet comparing the historical total returns for American Balanced Fund, stocks, bonds, and the fund's relevant indexes. Details

Updated: Apr 2025

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

Single sheet comparing the historical total returns for American Balanced Fund, stocks, bonds, and the fund's relevant indexes. Details

Updated: Apr 2025

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

The allocation bulletin highlights key investment themes and includes the most recent allocation changes within each model. 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

Scheduled dividend payment dates.

This calendar provides annual scheduled dividend payment dates for the American Funds. Details

Updated: Feb 2026

Not available to order

Separately managed accounts (SMAs) at LPL Financial (Dealer Vrs - LPL) — Separately Managed Account

The 4-page guide features the SMAs strategies available at LPL Financial. These customizable, transp... Details

Updated: Apr 2025

Max: 25

Take advantage of Spanish-language resources to help employees invest for retirement

This single sheet lists the resources available in Spanish for Capital Group retirement plans, inclu... Details

Updated: Dec 2025

Not available to order

Values and legacy – Client worksheet

A worksheet to help clients think about the legacy they wish to leave and how they can begin to lay the groundwork Details

Updated: Jul 2022
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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.

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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.