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On Independence Day, the New York Stock Exchange and Capital Group’s U.S. offices will be closed.

In observance of the Independence Day federal holiday, the New York Stock Exchange and Capital Group’s U.S. offices will close early on Wednesday, July 3 and will be closed on Thursday, July 4. On July 3, the New York Stock Exchange (NYSE) will close at 1 p.m. (ET) and our service centers will close at 2 p.m. (ET)

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Most recently updated pieces

Fund Spotlight - New World Fund (F-2 Share) — New World Fund

In this fund-only version of our spotlight series, we take a look at New World Fund (NWF). NWF has offered a multidimensional appr... Details

Updated: May 2024

Fund spotlight - SMALLCAP World Fund (F-2 Share) — SMALLCAP World Fund

In this fund-only spotlight, we look at SMALLCAP World Fund. This growth fund seeks long-term growth of capital through small- and... Details

Updated: May 2024

Max: 50

Global equity strategy guide (F-2 shares for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It g... Details

Updated: May 2024

Max: 50

Global equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It gives an overview of the charac... Details

Updated: May 2024

Max: 50

A global perspective - Night lights

Single sheet to help investors look at the world broadly and understand the potential for growth in developing markets. Details

Updated: May 2024

Max: 50

A guide to American Funds at LPL Financial (Dealer Vrs - LPL)

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

Updated: May 2024

Max: 25

How fixed income anchors our glide path (R-6 Share) — American Funds Target Date Retirement Series

This brochure explores our unique approach to target date fund construction by seeking to address th... Details

Updated: May 2024

Not available to order

How long do recessions and bear markets last?

Bear markets and recessions may feel long when we're in them, but throughout history they have been relatively short compared to b... Details

Updated: May 2024

How resiliency and consistency have led to greater wealth creation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group discusses upside potential and downside resilience tradeoffs and how the American Fund... Details

Updated: May 2024

Not available to order

Individual Retirement Account F-2 Share Class Supplement

Use this form only if your firm has approved offering non-institutional Class F-2 shares. Supplement to the F-2 Share Account Appl... Details

Updated: May 2024

Not available to order

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: May 2024

Invest for long-term success (A Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American Funds different. Details

Updated: May 2024

IRA Divorce Transfer Request

Transfer assets to an awarded spouse’s IRA as a result of a divorce decree or decree of separate maintenance. Details

Updated: May 2024

Not available to order

IRA Qualified Charitable Distribution Request

Use this form to request a one-time qualified charitable distribution (QCD) from a traditional, Roth, SIMPLE, SEP/SARSEP or inheri... Details

Updated: May 2024

Not available to order

IRS Tax Form W-9

Form used by U.S. citizens and resident aliens to certify their Social Security number or taxpayer identification number (TIN) on an existing account. Details

Updated: May 2024

Not available to order

Keep your retirement plan running smoothly with the help of a TPA

This single sheet explains to retirement plan sponsors the potential benefits of offering a plan with a TPA component for plan adm... Details

Updated: May 2024

Not available to order

Lifetime of value planning checklist

A checklist designed to help advisors identify the needs of their investor clients throughout their lifetime – from the early years to middle and late years – along with financial planning ideas to continually revisit. Details

Updated: May 2024

Long-Term Investors Can Weather Market Declines

Single sheet showing the intrayear highs and lows of the S&P 500 over the past 70 years from 1951 through 2022. Details

Updated: May 2024

Managing your account - SIMPLE IRA Plus

This sheet provides participants in SIMPLE IRA Plus plans with an overview of how to access and manage their retirement accounts online and by phone, and highlights key savings tools. Details

Updated: May 2024

New Participant Enrollment for 403(b) Basic Employer

Form used to add a participant to an existing employer-sponsored 403(b) plan. Accounts are aggregated at the plan level for a red... Details

Updated: May 2024

Not available to order

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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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