Mail you may receive from Capital Group

Learn about documents you may receive and your delivery options.

Capital Group, home of 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 paperless delivery. By switching from paper mail to paperless delivery, you can help the environment and in many cases protect your privacy.

Note: Some accounts are not eligible for paperless delivery.

Document

Description

Frequency

Paperless delivery

 

WELCOME GUIDE

Sample cover of the Welcome Guide.

Our Investor reference guide (PDF) is included with your first new account confirmation.

Once

 

 

ACCOUNT CONFIRMATION

Sample cover page of an Account Confirmation.

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.

*Paperless delivery is available for financial activity only.

As needed

 

This document is available for paperless delivery.

QUARTERLY STATEMENT

Sample cover page of a 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.

Quarterly

This document is available for paperless delivery.

SEMI-ANNUAL REPORT

Sample cover of a semi-annual report.

A semi-annual report is a six-month record of a mutual fund’s financial status that includes a review of the fund’s operations and various financial statements. View semi-annual reports.

Annually

This document is available for paperless delivery.

PROSPECTUS/SUMMARY PROSPECTUS

Sample cover page of a prospectus or summary prospectus.

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

This document is available for paperless delivery.

ANNUAL REPORT

Sample cover of an annual report

An annual report is a yearly record of a mutual fund’s financial status that includes a review of the fund’s operations and various financial statements. View annual reports.

Annually

This document is available for paperless delivery.

TAX FORMS

Sample cover pages of tax forms.

Tax forms are generated based on your account type and activity.

Annually

This document is available for paperless delivery.

COLLEGEAMERICA PROGRAM DESCRIPTION

Sample cover page of the CollegeAmerica program description.

The CollegeAmerica® Program Description(PDF) includes frequently asked questions and outlines the plan in detail.

Upon initial investment; annually thereafter

This document is available for paperless delivery.

Other resources

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