TOOLS & RESOURCES
Investment tools and resources to support you and your practice
Featured Tools
Generate or run a hypothetical.
Analyze your portfolio.
Analyze your fund's performance.
Calculate future costs of college.
Generate a fee quote for your 401(k).
Evaluate target date solutions across providers.
Featured Tools
Generate or run a hypothetical
Analyze your portfolio
Analyze your funds performance
Calculate future costs of college.
Tools to help you across a spectrum of needs.
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Portfolio Construction
Create a portfolio using our:
Objective-Based Portfolio Planner®
Custom Portfolio Planner
Import, analyze and rebalance your clients' American Funds accounts.
Request a consultation with Capital Group’s experienced portfolio construction team.
Use this comparison tool to analyze your fund's results, see how it fared during market corrections and evaluate its peer rankings.
Use this Excel spreadsheet to calculate the asset mix and market capitalization of a client's American Funds holdings.
Convert American Funds into Edward Jones categories to create a sample portfolio that aligns with an Edward Jones objective and is balanced within IPC guidance.
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Employer-Sponsored Retirement Plans
Evaluate target date retirement funds based on DOL guidelines.
Determine the best plan type for a particular employer's needs.
Find, price, compare and present the right retirement plan option for your client.
Get a preliminary estimate of the cost associated with PlanPremier® and RecordkeeperDirect® plans.
Evaluate investment menus using a prudent process.
Compare fees and expenses of different retirement plan providers.
Determine which contribution type makes the most sense for your client.
Find out if you are spending enough time on the services your clients value most and if each plan's pricing supports your service model.
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Individual Retirement Planning
Find out how much clients will need for retirement and whether their plans are on track.
Determine RMD options for clients.
View how protected income from a variable annuity may impact reliance on your portfolio for retirement.
Create illustrations using American Funds Insurance Series historical data.
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General Investing
Run scenarios based on historical data to help address client concerns.
Screen American Funds and third-party funds to find funds meeting your filtering criteria.
Compare American Funds, third-party funds, and indexes, side by side.
Compare our share classes.
Use this calculator to help clients plan for the future costs of college.
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CLIENT CONVERSATIONS
Market Volatility
Resources, insights and support to help you navigate markets, clients and volatility
CLIENT CONVERSATIONS
The Importance of Long-term Investing
HOW-TO GUIDES
Deliver More Effective Retirement Plan Reviews
Account Resource Center
Get guidance on procedures and selecting forms to help set up or service accounts.
Need Help?
Our team is ready to assist you.
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.
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.
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.
American Funds Distributors, 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.