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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

New Participant Enrollment for 403(b) Basic Individual

Form used to add a participant to an existing individual 403(b) plan. Accounts are generally aggregated at the participant level.... Details

Updated: May 2024

Not available to order

New Participant Enrollment for 403(b) Basic Texas ORP

Form used to add a participant to an existing Texas ORP 403(b) plan. Details

Updated: May 2024

Not available to order

Our approach to investment stewardship

An in-depth report on our investment stewardship that demonstrates our commitment to our engagement and proxy voting activities. Details

Updated: May 2024

Not available to order

Our dynamic approach to equity allocation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores how our target date series dynamically approaches equity allocation to better... Details

Updated: May 2024

Not available to order

Pathways to Growth - 2024 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand the individual skills that drive business gro... Details

Updated: May 2024

Payroll Deduction Enrollment for Traditional/Roth IRAs

Form used by employees to establish payroll deduction IRAs. Details

Updated: May 2024

Not available to order

Portfolio Construction Insights_brochure

Portfolio Construction Insights brochure on equity and fixed income, including industry research, Capital’s direct analysis of adv... Details

Updated: May 2024

Max: 5

Portfolio Construction Insights_Takeaway

An abbreviated version of the Portfolio Construction Insights brochure on equity and fixed income, including industry research, Ca... Details

Updated: May 2024

Max: 50

Presentations to support retirement plan practices

These RP educational seminars from American Funds can be used to address challenges and help grow practices. Details

Updated: May 2024

Not available to order

Pursuing better outcomes for your clients (F-2 Share Dealer Vrs - RJ)

Raymond James and Capital Group share the pursuit of positive outcomes for investors through a broad array of investment vehicles.... Details

Updated: May 2024

Max: 10

Quarterly Investment Portfolio - American Balanced Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: May 2024

Not available to order

Quarterly Investment Portfolio - American Funds Insurance Series

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: May 2024

Not available to order

Quarterly Investment Portfolio - American Funds Insurance Series - Portfolio Series

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: May 2024

Not available to order

Quarterly Investment Portfolio - American Funds Insurance Series - Target Date

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: May 2024

Not available to order

Quarterly Investment Portfolio - Bond Fund of America

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: May 2024

Not available to order

Quarterly Investment Portfolio - Capital Group Core Bond ETF

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: May 2024

Not available to order

Quarterly Investment Portfolio - Capital Group Core Plus Income ETF

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: May 2024

Not available to order

Quarterly Investment Portfolio - Capital Group Municipal Income ETF

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: May 2024

Not available to order

Quarterly Investment Portfolio - Capital Group Short Duration Income ETF

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: May 2024

Not available to order

Quarterly Investment Portfolio - Capital Group Short Duration Municipal Income ETF

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: May 2024

Not available to order

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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.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

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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.