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Fund-Specific Sales Materials

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1Q-2026 Quarterly Fund Commentary (F-2 Share) — American Funds Portfolio Series

The quarterly fund commentary sheets provide a market recap, review areas of portfolio strength and ... Details

Updated: May 2026

American Funds Active-Passive Model Portfolios with Vanguard at Morgan Stanley Brochure (Dealer Vrs - MS)

The brochure describes and provides some data points for the 10 American Funds Active-Passive Model ... Details

Updated: Jun 2026

Max: 10

American Funds Conservative Growth and Income Portfolio - Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Jan 2026

American Funds Global Growth Portfolio - Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Jan 2026

American Funds® Growth and Income Portfolio - Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Jan 2026

American Funds Growth Portfolio - Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Jan 2026

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: May 2026
Updated: Sep 2025

Max: 50

American Funds Models Lineup Brochure — American Funds Model Portfolios

This brochure provides an overview of our all-active models, with information about each model’s allocations. Details

Updated: May 2026

Max: 50

American Funds Moderate Growth and Income Portfolio - Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Jan 2026

American Funds/PMC Active Core Portfolios

Active Core: Seven mutual fund portfolios that can add scale and efficiency to your practice. Details

Updated: Sep 2025

Max: 10

American Funds Preservation Portfolio - Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Jan 2026

American Funds Tax-Aware Conservative Growth and Income Portfolio - Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full st... Details

Updated: Jan 2026

American Funds Tax-Exempt Preservation Portfolio - Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Jan 2026

Annual N-CSR for the year ended October 31, 2025 (AFPS)

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

Updated: Dec 2025

Max: 50

Annual report for the year ended October 31, 2025 (529-C Share AFPS) — American Funds Conservative Growth and Income Portfolio

Yearly report on the fund's results, differentiated by share class and distributed to shareholders i... Details

Updated: Dec 2025

Max: 50

Annual report for the year ended October 31, 2025 (529-C Share AFPS) — American Funds Global Growth Portfolio

Yearly report on the fund's results, differentiated by share class and distributed to shareholders i... Details

Updated: Dec 2025

Max: 50

Annual report for the year ended October 31, 2025 (529-C Share AFPS) — American Funds Growth and Income Portfolio

Yearly report on the fund's results, differentiated by share class and distributed to shareholders i... Details

Updated: Dec 2025

Max: 50

Annual report for the year ended October 31, 2025 (529-C Share AFPS) — American Funds Growth Portfolio

Yearly report on the fund's results, differentiated by share class and distributed to shareholders i... Details

Updated: Dec 2025

Max: 50

Annual report for the year ended October 31, 2025 (529-C Share AFPS) — American Funds Moderate Growth and Income Portfolio

Yearly report on the fund's results, differentiated by share class and distributed to shareholders i... Details

Updated: Dec 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/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.