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Most recently updated pieces

Takeaway 3 - 4-2 Moving beyond brokerage

This downloadable resource is designed to help advisors shift from transaction-focused to advice-driven practices by deepening rel... Details

Updated: Nov 2025

Max: 50

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: Nov 2025

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: Nov 2025

Not available to order

Traditional or Roth IRA Disclosure Statement

Standalone version of the Traditional or Roth IRA Disclosure Statement included with IRA applications. Details

Updated: Nov 2025

Not available to order

U.S. equity strategy guide (F-2 shares for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Nov 2025

Max: 50

U.S. equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Nov 2025

Max: 50

U.S. Government Securities Fund 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: Nov 2025

World Markets Review October 2025

Monthly World Markets Review Details

Updated: Nov 2025

Not available to order

2025 Q3 World Markets Review

2025 Q3 World Markets Review Details

Updated: Oct 2025

Not available to order

3Q-2025 Fund Fact Sheet (1 Share)

The quarterly fund fact sheets provide insight on the results of the American Funds in the current investment environment. Each fact sheet outlines a particular fund's exposure to industries and sectors that influence th... Details

Updated: Oct 2025

Not available to order

3Q-2025 Fund Fact Sheet (1 Share) — American Funds Insurance Series 2010 Target Date Retirement Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Oct 2025

Not available to order

3Q-2025 Fund Fact Sheet (1 Share) — American Funds Insurance Series 2015 Target Date Retirement Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Oct 2025

Not available to order

3Q-2025 Fund Fact Sheet (1 Share) — American Funds Insurance Series 2020 Target Date Retirement Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Oct 2025

Not available to order

3Q-2025 Fund Fact Sheet (1 Share) — American Funds Insurance Series 2025 Target Date Retirement Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Oct 2025

Not available to order

3Q-2025 Fund Fact Sheet (1 Share) — American Funds Insurance Series 2030 Target Date Retirement Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Oct 2025

Not available to order

3Q-2025 Fund Fact Sheet (1 Share) — American Funds Insurance Series 2035 Target Date Retirement Fund

The quarterly fund fact sheets provide insight on the results of the American Funds in the current i... Details

Updated: Oct 2025

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 summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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