American Funds sends you various documents based on the types of accounts you own and the funds in which you are invested.
Many of these documents are available for electronic delivery. By switching from paper mail to e-delivery, you can help the environment and in many cases protect your privacy.
Note: Some accounts are not eligible for e-delivery.
An account confirmation is mailed when the initial investment is made into an account or when there is financial or maintenance activity in an existing account.*
Note: Some automated transactions, such as automatic investment or withdrawal plans, do not generate a confirmation, but are reflected on the quarterly statement.
The quarterly statement summarizes account information and activity for each quarter. The year-end quarterly statement reports year-to-date information that is useful for your tax filing.
Investor News is a newsletter included with quarterly statements for regular investment accounts.
Retirement News is a newsletter included with quarterly statements for retirement plan participant accounts.
A prospectus describes a fund’s investment objectives, fees and expenses; investment results; and other essential data required for investors to make an informed decision about investing in a mutual fund. A summary prospectus provides a summary of a fund’s prospectus. When available, a summary prospectus is mailed in lieu of the prospectus. View prospectuses and summary prospectuses.
Upon initial investment in each fund; annually thereafter
The tax guides, mailed in late January with 1099-B and 1099-DIV tax forms, provide important tax information and worksheets.
Tax forms are generated based on your account type and activity.
Upon initial investment; annually thereafter
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.