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HOME PAGE | CAPITAL GROUP Since 1931, we've helped millions of investors worldwide pursue theirreal-life goals.
AMERICAN FUNDS
American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401(k)s, IRAs,529s and SMAs.
PROSPECTUSES & REPORTS As a result of COVID-19, certain countries have temporarily suspended international mail delivery. Accordingly, we are unable to deliver, by mail, fund prospectuses, shareholder reports, Form ADV, Form CRS and other relevant reporting and disclosures to clients and shareholdersin these locations.
STATEMENT INFORMATION Annualization is the process of turning a percentage for a period of time into a percentage for a year. Generally accepted accounting/finance practices support using annualized rates of return for time periods greater than 12 months, but not for periods less thanone year.
GLOBAL EQUITY
Capital Group, at its discretion, currently waives some of its management fees or absorbs some expenses of certain Capital Group funds. Such waivers and absorptions may be terminated at any time, but can be expected to continue for certain portfolios until such time as such funds are of sufficient size to reasonably absorb all management fees and expenses incurred in their operations. A NEW WAY TO SEND FORMS A new way to send forms. Based on your feedback, we’ve added a new option for submitting documents. Instead of faxing or mailing forms to us, you can now upload them to our website. The new tool is: Easy to use . Upload your documents in a few simple steps. Secure.THE WORLD IN 2030
Download The World in 2030 to find out: How close scientists could be to a cure for cancer. When driverless cars could rule the roads. How remote work may reshape our lives. Why the future looks bright for long-term investors. THE WORLD IN 2030: 10 PREDICTIONS FOR LONG-TERM INVESTORS Get forms for buying, selling and exchanging your American Funds shares, and for linking your mutual fund and bank accounts. LOG IN | AMERICAN FUNDS 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, GET 24/7 ACCOUNT ACCESS Get 24/7 account access. Establishing online account access only takes a few minutes. All you need is the account number and the Social Security number (SSN) of the primary account holder. Once you establish your account, you can: View your account balance. See shareprices.
HOME PAGE | CAPITAL GROUP Since 1931, we've helped millions of investors worldwide pursue theirreal-life goals.
AMERICAN FUNDS
American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401(k)s, IRAs,529s and SMAs.
PROSPECTUSES & REPORTS As a result of COVID-19, certain countries have temporarily suspended international mail delivery. Accordingly, we are unable to deliver, by mail, fund prospectuses, shareholder reports, Form ADV, Form CRS and other relevant reporting and disclosures to clients and shareholdersin these locations.
STATEMENT INFORMATION Annualization is the process of turning a percentage for a period of time into a percentage for a year. Generally accepted accounting/finance practices support using annualized rates of return for time periods greater than 12 months, but not for periods less thanone year.
GLOBAL EQUITY
Capital Group, at its discretion, currently waives some of its management fees or absorbs some expenses of certain Capital Group funds. Such waivers and absorptions may be terminated at any time, but can be expected to continue for certain portfolios until such time as such funds are of sufficient size to reasonably absorb all management fees and expenses incurred in their operations. A NEW WAY TO SEND FORMS A new way to send forms. Based on your feedback, we’ve added a new option for submitting documents. Instead of faxing or mailing forms to us, you can now upload them to our website. The new tool is: Easy to use . Upload your documents in a few simple steps. Secure.THE WORLD IN 2030
Download The World in 2030 to find out: How close scientists could be to a cure for cancer. When driverless cars could rule the roads. How remote work may reshape our lives. Why the future looks bright for long-term investors. THE WORLD IN 2030: 10 PREDICTIONS FOR LONG-TERM INVESTORS Get forms for buying, selling and exchanging your American Funds shares, and for linking your mutual fund and bank accounts. GET 24/7 ACCOUNT ACCESS Get 24/7 account access. Establishing online account access only takes a few minutes. All you need is the account number and the Social Security number (SSN) of the primary account holder. Once you establish your account, you can: View your account balance. See shareprices.
AMERICAN FUNDS
American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401(k)s, IRAs,529s and SMAs.
SHARE CLASS PRICING DETAILS Class F-1, F-2, F-3 and 529-F-1 shares are designed for investors who choose to compensate their financial professional based on the total assets in their portfolios, rather than commissions or sales charges. This arrangement is often called an “asset-based” or a “fee-based” program. Class F-1, F-2, F-3 and 529-F-1 shares do nothave an
CAPITAL GROUP TO LAUNCH ACTIVE ETFS Capital Group to Launch Active ETF Strategies Announces New Head of ETFs to Build and Lead Business. LOS ANGELES, January 13, 2021 — Capital Group, home of the American Funds and one of the world’s largest investment management firms, announced it plans to offer the firm’s first actively managed exchange-traded funds (ETFs).ABLEAMERICA
ABLEAmerica is distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries. Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through ABLEAmerica. Before investing in any state's 529 plan, investors should consult a taxadvisor.
SIMPLE IRAS
SIMPLE IRA retirement plans from American Funds are like 401(k) plans but designed for small businesses, with easy setup, contributions andno IRS reports.
PRACTICELAB
We surveyed more than 1,500 advisors to find out. Capital Group's inaugural Pathways to Growth benchmark study uncovered select behaviors and skills that helped practices grow 60% faster than average. Not all digital engagement strategies are created equal. MIDYEAR OUTLOOK: INTERNATIONAL MARKETS BENEFITING FROM International equities, shadowed by a decade of lagging returns relative to U.S. markets, may have turned a corner in November 2020. That’s when news broke of a highly effective COVID-19 vaccine and many cyclical, value-oriented stocks suddenly caught the attention ofinvestors.
THE WORLD IN 2030: 10 PREDICTIONS FOR LONG-TERM INVESTORS The world in 2030 may seem a long way off, but at Capital Group we spend a lot of time thinking about the distant future. “Imagining life in 2030 is not a hypothetical for me,” notes Capital Group vice chairman Rob Lovelace, a sentiment echoed by many of his colleagues. WHAT CAN A 529 BE USED FOR? MORE THAN YOU MAY THINK Here are seven ways to put a 529 plan to use: 1. Use a 529 to pay for elementary and secondary school tuition. Due to 2018 tax reforms, parents can use up to $10,000 saved in 529 accounts to pay tuition for children attending kindergarten through 12 th grade. Though the tax-free earnings on withdrawals used for such tuition expenses maynot be
HOME PAGE | CAPITAL GROUPCANADAFINANCIAL PROFESSIONALRIAINDIVIDUAL INVESTORPRIVATE CLIENTRETIREMENT PLAN INVESTOR Since 1931, we've helped millions of investors worldwide pursue theirreal-life goals.
WELCOME | CAPITAL GROUPFINANCIAL ADVISORSINDIVIDUAL INVESTORSAMERICAN FUNDSFRANCEIRELANDHONG KONG SAR Capital Group funds and Capital International Asset Management (Canada), Inc. are part of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. LOG IN | AMERICAN FUNDS 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, GET 24/7 ACCOUNT ACCESS Establishing online account access only takes a few minutes. All you need is the account number and the Social Security number (SSN) of the primary account holder.AMERICAN FUNDS
American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401(k)s, IRAs,529s and SMAs.
STATEMENT INFORMATION Annualization is the process of turning a percentage for a period of time into a percentage for a year. Generally accepted accounting/finance practices support using annualized rates of return for time periods greater than 12 months, but not for periods less thanone year.
HOME PAGE | CAPITAL GROUPCANADAFINANCIAL PROFESSIONALRIAINDIVIDUAL INVESTORPRIVATE CLIENTRETIREMENT PLAN INVESTOR Since 1931, we've helped millions of investors worldwide pursue theirreal-life goals.
WELCOME | CAPITAL GROUPFINANCIAL ADVISORSINDIVIDUAL INVESTORSAMERICAN FUNDSFRANCEIRELANDHONG KONG SAR Capital Group funds and Capital International Asset Management (Canada), Inc. are part of Capital Group, a global investment management firm originating in Los Angeles, California in 1931. LOG IN | AMERICAN FUNDS 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, GET 24/7 ACCOUNT ACCESS Establishing online account access only takes a few minutes. All you need is the account number and the Social Security number (SSN) of the primary account holder.AMERICAN FUNDS
American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401(k)s, IRAs,529s and SMAs.
STATEMENT INFORMATION Annualization is the process of turning a percentage for a period of time into a percentage for a year. Generally accepted accounting/finance practices support using annualized rates of return for time periods greater than 12 months, but not for periods less thanone year.
WELCOME | CAPITAL GROUP Capital Group funds and Capital International Asset Management (Canada), Inc. are part of Capital Group, a global investment management firm originating in Los Angeles, California in 1931.AMERICAN FUNDS
American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401(k)s, IRAs,529s and SMAs.
CLIENT ACCOUNTS LOGIN To access your American Funds client list and accounts, log in using your Vision ID and password. Investors should log in through ourinvestor website.
SHARE CLASS PRICING DETAILS Class F-1, F-2, F-3 and 529-F-1 Shares. Class F-1, F-2, F-3 and 529-F-1 shares are designed for investors who choose to compensate their financial professional based on the total assets in their portfolios, rather than commissions or sales charges. ROTH IRAS - AMERICAN FUNDS Your contributions are made with after-tax dollars; no deduction is available. Your contribution limit is $6,000 (or 100% of compensation, whichever is less) for AMERICAN FUNDS GROWTH PORTFOLIO Figures include convertible securities; totals may not reconcile due to rounding. Methodology notes: The equity breakdown by revenue reflects the portfolio’s publicly traded equity holdings and excludes cash (and fixed income securities, if applicable). AMERICAN FUNDS COLLEGE ENROLLMENT FUND American Funds College Enrollment Fund (Class 529-A | Fund 1088 | CENAX) based upon proximity to its target date, seeks to provide growth, income and conservation of capital.ANNUAL RETURNS
American Funds Conservative Growth and Income Portfolio Index Blend: The American Funds Conservative Growth and Income Portfolio Index Blend is a composite of the cumulative total returns for the following indexes with their respective weightings: 30% Bloomberg Barclays U.S. Aggregate, 20% Bloomberg Barclays U.S. Corporate High Yield 2% Issuer Capped, 35% S&P 500 and 15% MSCI All THE WORLD IN 2030: 10 PREDICTIONS FOR LONG-TERM INVESTORS The world in 2030 may seem a long way off, but at Capital Group we spend a lot of time thinking about the distant future. “Imagining life in 2030 is not a hypothetical for me,” notes Capital Group vice chairman Rob Lovelace, a sentiment echoed by many of his colleagues. IRA BENEFICIARY CHANGE Get forms for buying, selling and exchanging your American Funds shares, and for linking your mutual fund and bank accounts. LOG IN | AMERICAN FUNDS 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,AMERICAN FUNDS
American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401(k)s, IRAs,529s and SMAs.
HOME PAGE | CAPITAL GROUP Since 1931, we've helped millions of investors worldwide pursue theirreal-life goals.
GET 24/7 ACCOUNT ACCESS Establishing online account access only takes a few minutes. All you need is the account number and the Social Security number (SSN) of the primary account holder. PROSPECTUSES & REPORTS As a result of COVID-19, certain countries have temporarily suspended international mail delivery. Accordingly, we are unable to deliver, by mail, fund prospectuses, shareholder reports, Form ADV, Form CRS and other relevant reporting and disclosures to clients and shareholdersin these locations.
STATEMENT INFORMATION Annualization is the process of turning a percentage for a period of time into a percentage for a year. Generally accepted accounting/finance practices support using annualized rates of return for time periods greater than 12 months, but not for periods less thanone year.
GLOBAL EQUITY
Long-term growth of capital through investments primarily in common stocks, including growth-oriented stocks, on a global basis. Future income is a secondary objective. DAILY PRICES & YIELDS Notice: American Funds Tax-Advantaged Growth and Income Portfolio SM has been renamed, effective 1/1/20, to American Funds Tax-Aware Conservative Growth and Income Portfolio SM A NEW WAY TO SEND FORMS Instead of faxing or mailing forms to us, you can upload them to our website. It’s easy to do and a secure way to send informationdirectly to us.
AMERICAN FUNDS INFLATION LINKED BOND FUND The fund will invest primarily in debt securities with quality ratings of Aa3 or better or AA- or better at time of purchase (or unrated but determined by the fund's investment adviser to be of equivalentquality).
LOG IN | AMERICAN FUNDS 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,AMERICAN FUNDS
American Funds has been helping investors pursue their financial goals since 1931. We offer mutual funds, target date funds, 401(k)s, IRAs,529s and SMAs.
HOME PAGE | CAPITAL GROUP Since 1931, we've helped millions of investors worldwide pursue theirreal-life goals.
GET 24/7 ACCOUNT ACCESS Establishing online account access only takes a few minutes. All you need is the account number and the Social Security number (SSN) of the primary account holder. PROSPECTUSES & REPORTS As a result of COVID-19, certain countries have temporarily suspended international mail delivery. Accordingly, we are unable to deliver, by mail, fund prospectuses, shareholder reports, Form ADV, Form CRS and other relevant reporting and disclosures to clients and shareholdersin these locations.
STATEMENT INFORMATION Annualization is the process of turning a percentage for a period of time into a percentage for a year. Generally accepted accounting/finance practices support using annualized rates of return for time periods greater than 12 months, but not for periods less thanone year.
GLOBAL EQUITY
Long-term growth of capital through investments primarily in common stocks, including growth-oriented stocks, on a global basis. Future income is a secondary objective. DAILY PRICES & YIELDS Notice: American Funds Tax-Advantaged Growth and Income Portfolio SM has been renamed, effective 1/1/20, to American Funds Tax-Aware Conservative Growth and Income Portfolio SM A NEW WAY TO SEND FORMS Instead of faxing or mailing forms to us, you can upload them to our website. It’s easy to do and a secure way to send informationdirectly to us.
AMERICAN FUNDS INFLATION LINKED BOND FUND The fund will invest primarily in debt securities with quality ratings of Aa3 or better or AA- or better at time of purchase (or unrated but determined by the fund's investment adviser to be of equivalentquality).
GET 24/7 ACCOUNT ACCESS Establishing online account access only takes a few minutes. All you need is the account number and the Social Security number (SSN) of the primary account holder.MODEL PORTFOLIOS
*Data is as of 12/31/19, except investment industry experience, which is as of 1/1/20. All values are U.S. dollars. The Capital Group Portfolio Solutions Committee provides insights to Capital Solutions Group’s research process that inform our research and investment recommendations into Capital Group’s comprehensive range of multi-asset funds totaling $407 billion. EMPLOYERS & PLAN SPONSORS Retirement plan sponsors get the right solution with American Funds – large or small, startup or takeover, or needing a TPA or bundled plan administration. AMERICAN FUNDS PORTFOLIO SERIES Features & benefits. The American Funds Portfolio Series is designed to help investors pursue long‐term investment success. Consider whatthese funds offer:
A NEW WAY TO SEND FORMS 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. COLLEGEAMERICA 529 SAVINGS PLAN One of the the most effective ways to save for college is with a 529 savings plan.CollegeAmerica is the nation’s largest 529 savings plan,* with more than 1 million families invested. ROTH IRAS - AMERICAN FUNDS Get an in-depth look at the key features and benefits of Roth IRAs. American Funds can help educate you.ESG APPROACH
A fully integrated approach At Capital Group, ESG is part of our investment process, not a separate product. ESG issues are woven into The Capital System SM, as well as our fundamental research, due diligence and engagement.We believe our approach can help you achieve better results over time.GLOBAL CITIZENSHIP
At Capital Group, we consider Global Citizenship a priority. Learn more about our commitment to supporting the environment, communitiesand sustainability.
IN THE MONEY: FINANCIAL EXCHANGES HIT THE SWEET SPOT Valuations: Placing a premium on pivots and M&A. All exchanges are conglomerates with assets in trading, data and technology. We’ve found in our research Your location is set to UNITED STATES. Select another location SINCE 1931, WE'VE HELPED MILLIONS OF INVESTORS WORLDWIDE PURSUE THEIRREAL-LIFE GOALS.
Your location is set to UNITED STATES. Select another location TELL US WHO YOU ARE TO HELP PERSONALIZE YOUR EXPERIENCE. ------------------------- FINANCIAL INTERMEDIARIES FINANCIAL PROFESSIONALRIA
------------------------- INVESTORSINDIVIDUAL INVESTOR
PRIVATE CLIENT
RETIREMENT PLAN INVESTOR ------------------------- INSTITUTIONS INSTITUTION OR CONSULTANT ------------------------- RETIREMENT PLANS EMPLOYER OR PLAN SPONSOR THIRD-PARTY ADMINISTRATOR ------------------------- 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 Back to select a different role YOUR GOALS POWER OURS. Learn how our beliefs support your goals. Financial ProfessionalsINVESTORS
INSTITUTIONS OR CONSULTANTS FINRA'S BROKERCHECK | Check the background of American Funds Distributors, Inc., on FINRA's BrokerCheck.
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. 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. Use of this website is intended for U.S. residents only. American Funds Distributors, Inc., member FINRA.* OUR COMPANY:
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INDIVIDUAL INVESTORS* Canada
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