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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Announcements

September 1, 2021

Mark your calendar for year-end fund distributions

We’ll post 2021 fund distribution information in our online Tax Center as soon as it’s available.

The below dates are subject to change.

 

Date

Information will contain:

9/15/2021

Preliminary estimates of which funds are expected to pay a:

  • capital gain distribution
  • qualified dividend
  • income dividend that is classified as return of capital
     

When applicable, a percentage range of the anticipated amount will be provided.

12/7/21

Updated estimates of which funds are expected to pay a:

  • capital gain distribution
  • income dividend
  • special dividend
  • qualified dividend
  • income dividend that is classified as return of capital
     

Where applicable, a percentage and/or per share range of the anticipated amount will be provided.

1/25/22

A summary of final year-end:

  • capital gain distributions
  • special dividends
  • qualified dividends
  • fund(s) that had a portion of its income dividends classified as return of capital
     

To see year-end distribution amounts paid on the fund’s record dates, go to Historical distributions.

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.

American Funds Distributors, Inc., member FINRA.

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.