Forms & Literature | Capital Group Recently updated

Forms & Literature

Search Literature

Search by title, subject, literature number, fund or cover description.

Your Literature Order

You must log in to order literature.

Recently Updated

Page: « prev  6 | 7 | [8] | 9 | 10  next » of 67


Enter quantities for one or more titles and click Add All to Cart.

Most recently updated pieces

How to contribute to your 529

Share this single sheet with 529 investors when they have questions about how to contribute to their CollegeAmerica accounts. Details

Updated: Nov 2024

How-to guide for ETF due diligence — ETF Equities

A navigation guide to gain practical insights for aligning ETF selection with investors’ longterm goals. Traditional evaluations c... Details

Updated: Nov 2024

Max: 50

Intermediate Bond Fund of America Fund Summary Prospectus

The summary prospectus provides key fund information, including the retirement plan share classes, and may be used in lieu of deli... Details

Updated: Nov 2024

IRA Automatic Distribution Request

This form is used to establish an ongoing automatic distribution plan on an IRA (Traditional, Roth, SIMPLE, or SEP/SARSEP). Do not use this form for substantially equal periodic payments, to remove an RMD, or for account... Details

Updated: Nov 2024

Not available to order

IRA Beneficiary Change

Designate or modify Traditional, Roth, SEP or SIMPLE IRA beneficiaries. Details

Updated: Nov 2024

Not available to order

IRA Single Distribution Request

To be used for a one-time distribution from an IRA. Do not use this form for accounts for which Capital Bank and Trust Company (CB&T) is not the custodian. Details

Updated: Nov 2024

Not available to order

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: Nov 2024

Max: 25

Nationwide 5 Pack, Single Sheet

This is a quarterly overview of portfolios that can be constructed at Nationwide using AFIS funds. This overview shows the asset mix of each portfolio and includes an ADA text description for the charts. Details

Updated: Nov 2024

Max: 50

One fund. Many benefits. – AFTD participant brochure — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Nov 2024

One fund. Many benefits. – AFTD participant brochure (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Nov 2024

Not available to order

One fund. Many benefits. – CGTD participant brochure

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Nov 2024

Not available to order

Our dynamic approach to equity allocation — American Funds Target Date Retirement Series

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

Updated: Nov 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: Nov 2024

Max: 5

Portfolio Construction Insights_Takeaways

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

Updated: Nov 2024

Max: 50

Public Version - Capital Group Equity market Insights - a brave new world

Presentation providing an overview of equity market insights. Details

Updated: Nov 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: Nov 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: Nov 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: Nov 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: Nov 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: Nov 2024

Not available to order

Enter quantities for one or more titles and click Add All to Cart.

Page: « prev  6 | 7 | [8] | 9 | 10  next » of 67


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.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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.