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American Funds Portfolio Series
CA
SEC # 1537151

60 Related Registrants:

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Filings

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546 SEC Filings
from 1/6/12 to 4/1/24 (4 Weeks Ago)

List All Filings

Most-Recent Filing:

‘497’ — Definitive Material — Filed as: Filer / Offerer — Filed by: American Funds College Target Date Series

New-Filing E-Mail:

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notifications of all

Filings involving American Funds Portfolio Series

Forms
, Documents
& Exhibits
in 545 Filings
Filed as: Filer / Offerer or Owner / Insider

Latest Filing

Type

Category

Description

Documents

4/1/24

497

Registration:

Definitive Materials

— Financial Reports

3/27/24

NPORT-P

Update:

Monthly Portfolio Investments Reports (Released Quarterly) by Investment Companies — Form N-PORT

144

3/27/24

NPORT-EX

Update:

Portfolio Holdings Schedules by Investment Companies — Form N-PORT

3/13/24

40-17G

Update:

Fidelity Bonds for Investment Companies

1/25/24

24F-2NT

Update:

Annual Notices of Securities Sold by Investment Companies — Form 24F-2

1/16/24

N-CEN

Update:

Annual Reports by Investment Companies — Form N-CEN

1/5/24

497J

Registration:

Certifications of No Change in Definitive Materials

12/29/23

497K

Registration:

Prospectuses – Certain Open-End Investment Companies – Summary

185

12/29/23

485BPOS

Registration:

Post-Effective Amendments of Form N-1 and N-1A Registrations — Financial Reports

12/29/23

N-CSR

Update:

Annual Certified Shareholder Reports by Investment Companies — Form N-CSR

8/28/23

N-PX

Proxy:

Annual Proxy Voting Reports by Investment Companies — Form N-PX

6/30/23

N-CSRS

Update:

Semi-Annual Certified Shareholder Reports by Investment Companies — Form N-CSR

3/29/19

OLD

N-Q

Update:

Quarterly Portfolio Holdings Schedules by Investment Companies — Form N-Q OLD

10/19/18

OLD

DEF 14A

Proxy:

Definitive Proxy Statements — Schedule 14A OLD

12/29/17

OLD

NSAR-B

Update:

Annual Reports by Investment Companies — Form N-SAR OLD

6/28/17

OLD

NSAR-A

Update:

Semi-Annual Reports by Investment Companies — Form N-SAR OLD

3/22/16

OLD

40-APP

Registration:

Applications for Exemption Orders and Other Relief by Investment Companies OLD

3/28/12

OLD

EFFECT

SEC:

SEC Notice of Effectiveness OLD

3/22/12

OLD

CORRESP

Comment:

Comment-Response and Other Letters to the SEC [ a.k.a. COVER ] OLD — All Correspondence with the SEC

3/22/12

OLD

N-1A

Registration:

Registration Statements by Open-End Investment Companies — Form N-1A OLD

1/6/12

OLD

N-8A

Registration:

Notice of Registration by an Investment Company — Form N-8A OLD

Letters:

3/22/12

OLD

COVER

Comment-Response or Cover Letter to the SEC [ a.k.a. CORRESP ] OLD — All Correspondence with the SEC

Form-Specific Documents:

3/27/24

NPORT-EX

Portfolio Holdings Schedules — Form N-PORT

Additional Exhibits:

12/29/23

EX-99 & EX-99.*

Miscellaneous Exhibits, such as Press Releases — EX-99.* Form-Specific Exhibits... Form N-1A: 10 Articles of Incorporation/Organization; 2 Bylaws; 18 Codes of Ethics; 2 Custodian Agreements; 5 Deferred Compensation Plans; 7 Distribution Plans — Rule 12b-1 – ICA’40; 1 Initial Subscription Agreement; 4 Investment Advisor Contracts; 10 Multiple-Classes Plans — Rule 18f-3 – ICA’40; 7 Opinions of Counsel re: Legality; 11 Other Material Contracts; 18 Other Opinions; 11 Underwriter Contracts — Form N-CSR: 37 Certifications — §302 – SOA’02; 23 Certifications — §906 – SOA’02; 12 Codes of Ethics — Form N-SAR: 6 Accountants’ Reports re: Internal Controls; 11 Other Disclosures; 1 Terms of New or Amended Securities (196 total)

196

Investment Company Exhibits:

1/16/24

INTERNAL CONTROL RPT

Accountants’ Reports re: Internal Controls

Financials:

12/29/23

XML & R#

IDEA Financial Reports Info — Financial Reports

557

12/29/23

EX-101.*

XBRL Data (XBRL Files)

173

12/29/23

JSON

XBRL Instances as JavaScript Object Notation Data (JSON Files)

12/29/23

ZIP

XBRL Zipped Folders

(Folders of XBRL Files)

11/25/19

OLD

EXCEL

IDEA Workbooks of Financial Reports Info OLD — Workbooks of Financial Reports

Graphics:

4/1/24

GRAPHIC

Photos, Images and Graphs

2,097

Funds / Series and their Classes / Contracts

	As Of	Fund / Series
			`⇒` Class / Contract — Filings for C/C#...	Symbol

2024:	4/1/24	American Funds Conservative Growth & Income Portfolio — S#36465
`⇒`			Class 529-A — C#111673	CIPAX
`⇒`			Class 529-C — C#111675	CIPCX
`⇒`			Class 529-E — C#111676	CIPEX
`⇒`			Class 529-F-1 — C#111677	CIPFX
`⇒`			Class 529-F-2 — C#224571	FTPPX
`⇒`			Class 529-F-3 — C#224570	FPTPX
`⇒`			Class 529-T — C#189511	TPTPX
`⇒`			Class A — C#111668	INPAX
`⇒`			Class ABLE-A — C#204636	CIPGX
`⇒`			Class ABLE-F-2 — C#224572	CIQGX
`⇒`			Class C — C#111670	INPCX
`⇒`			Class F-1 — C#111671	INPFX
`⇒`			Class F-2 — C#111672	INPEX
`⇒`			Class F-3 — C#180015	INPDX
`⇒`			Class R-1 — C#111678	RNCAX
`⇒`			Class R-2 — C#111679	RINBX
`⇒`			Class R-2E — C#148387	RNBEX
`⇒`			Class R-3 — C#111680	RNCCX
`⇒`			Class R-4 — C#111681	RINEX
↓List all Funds / Series and their Classes / Contracts

		As Of		Fund / Series	— Filings for F/S#...
		`⇒` Class / Contract — Filings for C/C#...		Symbol

2024:		4/1/24		American Funds Conservative Growth & Income Portfolio — S#36465
`⇒`	Class 529-A — C#111673		CIPAX
`⇒`	Class 529-C — C#111675		CIPCX
`⇒`	Class 529-E — C#111676		CIPEX
`⇒`	Class 529-F-1 — C#111677		CIPFX
`⇒`	Class 529-F-2 — C#224571		FTPPX
`⇒`	Class 529-F-3 — C#224570		FPTPX
`⇒`	Class 529-T — C#189511		TPTPX
`⇒`	Class A — C#111668		INPAX
`⇒`	Class ABLE-A — C#204636		CIPGX
`⇒`	Class ABLE-F-2 — C#224572		CIQGX
`⇒`	Class C — C#111670		INPCX
`⇒`	Class F-1 — C#111671		INPFX
`⇒`	Class F-2 — C#111672		INPEX
`⇒`	Class F-3 — C#180015		INPDX
`⇒`	Class R-1 — C#111678		RNCAX
`⇒`	Class R-2 — C#111679		RINBX
`⇒`	Class R-2E — C#148387		RNBEX
`⇒`	Class R-3 — C#111680		RNCCX
`⇒`	Class R-4 — C#111681		RINEX
`⇒`	Class R-5 — C#111682		RINFX
`⇒`	Class R-5E — C#164831		RGOFX
`⇒`	Class R-6 — C#111683		RINGX
`⇒`	Class T — C#189512		TTPPX
`⇒`	Class 529-B — C#111674		CIPBX
`⇒`	Class B — C#111669		INPBX
		4/1/24		American Funds Global Growth Portfolio — S#36469
`⇒`	Class 529-A — C#111737		CPGAX
`⇒`	Class 529-C — C#111739		CPGCX
`⇒`	Class 529-E — C#111740		CGGEX
`⇒`	Class 529-F-1 — C#111741		CGGFX
`⇒`	Class 529-F-2 — C#224582		FGGPX
`⇒`	Class 529-F-3 — C#224583		FGPPX
`⇒`	Class 529-T — C#189519		TGPPX
`⇒`	Class A — C#111732		PGGAX
`⇒`	Class ABLE-A — C#204640		CGGGX
`⇒`	Class ABLE-F-2 — C#224584		CGHGX
`⇒`	Class C — C#111734		GGPCX
`⇒`	Class F-1 — C#111735		PGGFX
`⇒`	Class F-2 — C#111736		PGWFX
`⇒`	Class F-3 — C#180019		PGXFX
`⇒`	Class R-1 — C#111742		RGGAX
`⇒`	Class R-2 — C#111743		RGGBX
`⇒`	Class R-2E — C#148391		REBGX
`⇒`	Class R-3 — C#111744		RGLCX
`⇒`	Class R-4 — C#111745		RGGEX
`⇒`	Class R-5 — C#111746		RGGFX
`⇒`	Class R-5E — C#164835		RGTFX
`⇒`	Class R-6 — C#111747		RGGGX
`⇒`	Class T — C#189520		TPGGX
`⇒`	Class 529-B — C#111738		CGGBX
`⇒`	Class B — C#111733		PGGBX
		4/1/24		American Funds Growth & Income Portfolio — S#36467
`⇒`	Class 529-A — C#111705		CGNAX
`⇒`	Class 529-C — C#111707		CGNCX
`⇒`	Class 529-E — C#111708		CGNEX
`⇒`	Class 529-F-1 — C#111709		CGNFX
`⇒`	Class 529-F-2 — C#224578		FGGIX
`⇒`	Class 529-F-3 — C#224576		FGIIX
`⇒`	Class 529-T — C#189516		TGGGX
`⇒`	Class A — C#111700		GAIOX
`⇒`	Class ABLE-A — C#204638		CGNGX
`⇒`	Class ABLE-F-2 — C#224577		CGLGX
`⇒`	Class C — C#111702		GAITX
`⇒`	Class F-1 — C#111703		GAIFX
`⇒`	Class F-2 — C#111704		GAIEX
`⇒`	Class F-3 — C#180017		GAIHX
`⇒`	Class R-1 — C#111710		RGNAX
`⇒`	Class R-2 — C#111711		RGNBX
`⇒`	Class R-2E — C#148389		RBEGX
`⇒`	Class R-3 — C#111712		RAICX
`⇒`	Class R-4 — C#111713		RGNEX
`⇒`	Class R-5 — C#111714		RGNFX
`⇒`	Class R-5E — C#164833		RGQFX
`⇒`	Class R-6 — C#111715		RGNGX
`⇒`	Class T — C#189515		TGXIX
`⇒`	Class 529-B — C#111706		CGNBX
`⇒`	Class B — C#111701		GAIBX
		4/1/24		American Funds Growth Portfolio — S#36468
`⇒`	Class 529-A — C#111723		CGPAX
`⇒`	Class 529-C — C#111725		CGPCX
`⇒`	Class 529-E — C#111726		CGPEX
`⇒`	Class 529-F-1 — C#111727		CGPFX
`⇒`	Class 529-F-2 — C#224581		FGPGX
`⇒`	Class 529-F-3 — C#224579		FPGGX
`⇒`	Class 529-T — C#189517		TPGTX
`⇒`	Class A — C#111718		GWPAX
`⇒`	Class ABLE-A — C#204639		CGQGX
`⇒`	Class ABLE-F-2 — C#224580		CGRGX
`⇒`	Class C — C#111720		GWPCX
`⇒`	Class F-1 — C#111721		GWPFX
`⇒`	Class F-2 — C#111722		GWPEX
`⇒`	Class F-3 — C#180018		GWPDX
`⇒`	Class R-1 — C#111728		RGWAX
`⇒`	Class R-2 — C#111729		RGWBX
`⇒`	Class R-2E — C#148390		RBGEX
`⇒`	Class R-3 — C#111730		RGPCX
`⇒`	Class R-4 — C#111731		RGWEX
`⇒`	Class R-5 — C#111716		RGWFX
`⇒`	Class R-5E — C#164834		RGSFX
`⇒`	Class R-6 — C#111717		RGWGX
`⇒`	Class T — C#189518		TGGPX
`⇒`	Class 529-B — C#111724		CGPBX
`⇒`	Class B — C#111719		GWPBX
		4/1/24		American Funds Moderate Growth & Income Portfolio — S#36466
`⇒`	Class 529-A — C#111689		CBAAX
`⇒`	Class 529-C — C#111691		CBPCX
`⇒`	Class 529-E — C#111692		CBAEX
`⇒`	Class 529-F-1 — C#111693		CBAFX
`⇒`	Class 529-F-2 — C#224575		FBBPX
`⇒`	Class 529-F-3 — C#224574		FPPBX
`⇒`	Class 529-T — C#189513		TBPBX
`⇒`	Class A — C#111684		BLPAX
`⇒`	Class ABLE-A — C#204637		CBAGX
`⇒`	Class ABLE-F-2 — C#224573		CBBGX
`⇒`	Class C — C#111686		BLPCX
`⇒`	Class F-1 — C#111687		BLPFX
`⇒`	Class F-2 — C#111688		BLPEX
`⇒`	Class F-3 — C#180016		BLPDX
`⇒`	Class R-1 — C#111694		RBAAX
`⇒`	Class R-2 — C#111695		RBABX
`⇒`	Class R-2E — C#148388		RBBEX
`⇒`	Class R-3 — C#111696		RBACX
`⇒`	Class R-4 — C#111697		RBAEX
`⇒`	Class R-5 — C#111698		RBAFX
`⇒`	Class R-5E — C#164832		RGPFX
`⇒`	Class R-6 — C#111699		RBAGX
`⇒`	Class T — C#189514		TBBPX
`⇒`	Class 529-B — C#111690		CBBBX
`⇒`	Class B — C#111685		BLPBX
		4/1/24		American Funds Preservation Portfolio — S#36463
`⇒`	Class 529-A — C#111637		CPPAX
`⇒`	Class 529-C — C#111639		CPPCX
`⇒`	Class 529-E — C#111640		CPPEX
`⇒`	Class 529-F-1 — C#111641		CPPFX
`⇒`	Class 529-F-2 — C#224567		FPPPX
`⇒`	Class 529-F-3 — C#224568		FFPPX
`⇒`	Class 529-T — C#189508		TPAPX
`⇒`	Class A — C#111648		PPVAX
`⇒`	Class ABLE-A — C#204635		CPPGX
`⇒`	Class ABLE-F-2 — C#224569		CPQGX
`⇒`	Class C — C#111650		PPVCX
`⇒`	Class F-1 — C#111651		PPVFX
`⇒`	Class F-2 — C#111636		PPEFX
`⇒`	Class F-3 — C#180013		PPFFX
`⇒`	Class R-1 — C#111642		RPPVX
`⇒`	Class R-2 — C#111643		RPPBX
`⇒`	Class R-2E — C#148386		RPBEX
`⇒`	Class R-3 — C#111644		RPPCX
`⇒`	Class R-4 — C#111645		RPPEX
`⇒`	Class R-5 — C#111646		RPPFX
`⇒`	Class R-5E — C#164829		RGMFX
`⇒`	Class R-6 — C#111647		RPPGX
`⇒`	Class T — C#189509		TPPPX
`⇒`	Class 529-B — C#111638		CPPBX
`⇒`	Class B — C#111649		PPVBX
		4/1/24		American Funds Tax-Aware Conservative Growth & Income Portfolio — S#36464
`⇒`	Class A — C#111652		TAIAX
`⇒`	Class C — C#111654		TAICX
`⇒`	Class F-1 — C#111655		TAIFX
`⇒`	Class F-2 — C#111656		TXIFX
`⇒`	Class F-3 — C#180014		TYIFX
`⇒`	Class T — C#189510		TATAX
`⇒`	Class B — C#111653		TXABX
`⇒`	Class R-5E — C#164830		—
`⇒`	Class 529-A — C#111657		—
`⇒`	Class 529-B — C#111658		—
`⇒`	Class 529-C — C#111659		—
`⇒`	Class 529-E — C#111660		—
`⇒`	Class 529-F-1 — C#111661		—
`⇒`	Class R-1 — C#111662		—
`⇒`	Class R-2 — C#111663		—
`⇒`	Class R-3 — C#111664		—
`⇒`	Class R-4 — C#111665		—
`⇒`	Class R-5 — C#111666		—
`⇒`	Class R-6 — C#111667		—
		4/1/24		American Funds Tax-Exempt Preservation Portfolio — S#36462
`⇒`	Class A — C#111631		TEPAX
`⇒`	Class C — C#111633		TEPCX
`⇒`	Class F-1 — C#111634		TEPFX
`⇒`	Class F-2 — C#111635		TXEFX
`⇒`	Class F-3 — C#180012		TYEFX
`⇒`	Class T — C#189507		TTEPX
`⇒`	Class B — C#111632		TEPBX
`⇒`	Class R-5E — C#164828		—
— 8 Funds / Series — 177 Classes / Contracts —

Forms
, Documents
& Exhibits
in 1 Filing
Filed re: Issuer / Subject Company

Latest Filing

Type

Filings History

Year		# of Filings

2024		14
2023		57
2022		50
2021		52
2020		73
2019		34
2018		38
2017		49
2016		25
2015		35
2014		34
2013		41
2012		44

↑Top

American Funds Portfolio Series CA SEC # 1537151

546 SEC Filings from 1/6/12 to 4/1/24 (4 Weeks Ago)

Forms , Documents & Exhibits in 545 Filings Filed as: Filer / Offerer or Owner / Insider

Funds / Series and their Classes / Contracts

Forms , Documents & Exhibits in 1 Filing Filed re: Issuer / Subject Company

Filings History

American Funds Portfolio Series
CA
SEC # 1537151

546 SEC Filings
from 1/6/12 to 4/1/24 (4 Weeks Ago)

Forms
, Documents
& Exhibits
in 545 Filings
Filed as: Filer / Offerer or Owner / Insider

Forms
, Documents
& Exhibits
in 1 Filing
Filed re: Issuer / Subject Company