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Wer bist du ?

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Qui êtes vous ?

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Wer bist du ?

Wählen Sie einen anderen Ort

Qui êtes vous ?

Sélectionnez un autre emplacement

Who are you ?

Select another location

Who are you ?

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, 2 OR 754

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Getting started

Reviewing your investments

Track your progress instead of the market

Whether you manage your own investments or rely on your financial professional for an update, it’s always a good idea to monitor how the investments in your portfolio are doing. That’s the best way to avoid an unwelcome surprise that could throw you off-track and delay you in reaching your investment goals.

Eyes on the finish line

When you frequently check your investments, it’s easy to lose your long-term perspective. That’s especially true when you look at your portfolio on a day when there’s been a big move in a market index such as the S&P 500. Checking at the end of each quarter keeps you in the loop while retaining your long-term perspective.

Big-picture view

Consider reviewing all your account statements at the same time, rather than as you receive them. If you use different accounts for the same goal, for example an IRA and a 401(k) to invest for retirement, you may need to refer to multiple statements.

Time for a change?

When it comes to investment results, it’s all relative. If you’re considering making a change after a few disappointing quarters, start by comparing that fund to others with similar investment objectives. Look at how your current investment measures up to its peers over longer time frames. But remember, selling investments may also increase your tax bill.

What and when to evaluate

Keep your perspective

Sometimes there’s a fine line between staying informed and micromanaging your portfolio.

FICTION: I should go online at least once a month to check on my portfolio.
FACT: Checking that frequently makes it hard to keep a long-term investment perspective.
FICTION: I can just rely on my financial professional to monitor my portfolio.
FACT: Although your financial professional will monitor your portfolio, being informed will help you ask the right questions when discussing your investments.
FICTION: The best time to make a big portfolio change is at the end of the year.
FACT: The time of year matters less than why you are making the change. The time to adjust your portfolio may be when your desired asset allocation has shifted significantly or when there is a change in your goals or personal situation.

Learn more about investing

Now that you know how to review your investments, explore these other important investment concepts.

Standard & Poor's 500 Index is a market capitalization weighted index based on the average weighted results of approximately 500 widely held common stocks. Standard & Poor’s 500 Composite Index (“Index”) is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Capital Group. Copyright © 2022 S&P Dow Jones Indices LLC, a division of S&P Global, and/or its affiliates. All rights reserved. Redistribution or reproduction in whole or in part is prohibited without written permission of S&P Dow Jones Indices LLC.

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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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.