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Fund Sheets

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Capital Group Active-Passive 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: Sep 2026

Not available to order

Capital Group Active-Passive Retirement Income Model - Conservative (Balanced-RI) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Sep 2026

Not available to order

Capital Group Active-Passive Retirement Income Model – Enhanced (Balanced-RI) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Sep 2026

Not available to order

Capital Group Active-Passive Retirement Income Model – Moderate (Balanced-RI) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Sep 2026

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: Sep 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: Sep 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: Sep 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: Sep 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: Sep 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: Sep 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: Sep 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: Sep 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 (F-2 Share) — American Balanced Fund

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

Updated: May 2026

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

It’s easy to set up a SIMPLE IRA Plus plan

This fact sheet gives an overview of the SIMPLE IRA Plus plan set up and enrollment process and help define the roles that financi... Details

Updated: Sep 2026

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

Multi-Sector Fixed Income Strategy - Positioning Update — American Funds Multi-Sector Income Fund

Quarterly commentary update for financial professionals. This single sheet includes investment strat... Details

Updated: Jul 2026

Not available to order

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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.

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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.