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.
Create retirement plan fee quotes, presentations and fund lineups.
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
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.
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.
Create retirement plan fee quotes, presentations and fund lineups. Compare platforms, share classes, features and costs.
Compare fees and expenses of different retirement plan providers.
Determine which contribution type makes the most sense for your client.
Get a preliminary estimate of the cost associated with PlanPremier® and RecordkeeperDirect® plans.
Onboard RecordkeeperDirect plans easily with our digital plan setup experience.
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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.