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RETIREMENT PLAN INVESTOR

Use your plan ID (available on your account statement) to determine which employer-sponsored retirement plan website to use:

IF YOUR PLAN ID BEGINS WITH IRK, BRK, 1 OR 2

Visit americanfunds.com/retire

IF YOUR PLAN ID BEGINS WITH 34 OR 135

Visit myretirement.americanfunds.com

Meet the suite — now with more fixed income ETFs
KEY TAKEAWAYS
  • To offer investors more choice and flexibility while they pursue their long-term financial goals, we’re expanding our ETF product lineup and recently launched three new fixed income funds: Capital Group Short Duration Income ETF (CGSD)Capital Group U.S. Multi-Sector Income ETF (CGMS) and Capital Group Municipal Income ETF (CGMU).
  • Designed to help strengthen investors’ portfolios where it matters most, our ETFs are objective-oriented funds that seek better investment outcomes in a variety of markets.
  • Capital Group ETFs are active transparent funds that combine our strengths as an active manager with the benefits of the ETF vehicle.

Occupying the long-ignored space between passive ETFs that intend to replicate market returns and some active ETFs that target niche allocations, Capital Group active transparent ETFs focus on investors’ enduring needs. While they’re different from the American Funds, some of our ETFs are based on seasoned strategies, and all leverage The Capital System™, our distinct investment approach. The result? ETFs that combine our strengths as an active manager to pursue better-than-average outcomes while offering the benefits of the ETF vehicle.


We’re committed to growing our ETF suite to offer investors more choice and flexibility while pursuing their long-term financial goals. In keeping with that commitment, we recently added three new fixed income ETFs to help tailor fixed income allocations to individual investors’ needs. To varying degrees, the new funds — Capital Group Short Duration Income ETF (CGSD)Capital Group U.S. Multi-Sector Income ETF (CGMS) and Capital Group Municipal Income ETF (CGMU) — all aim to fulfill the four roles of fixed income: diversification from equities, inflation protection, capital preservation and income. Learn more about the funds below.


Get to know our ETFs:


Fixed income ETFs

CGSD: Capital Group Short Duration Income ETF

Pursuing income with low interest rate sensitivity

Fund inception date: October 25, 2022

How it fits: Seeks a higher income profile than enhanced cash investments with structurally less interest rate exposure than a typical intermediate bond fund

  • Income: Employs a flexible and research-driven approach to identify attractive income opportunities across a variety of fixed income sectors.
  • Low interest rate risk: Seeks to maintain low interest rate exposure while emphasizing a diversified and high-quality portfolio.
  • Quality focus: Invests primarily in assets rated BBB-/Baa3 or better across the fixed income spectrum consistent with the preservation of capital.

CGCP: Capital Group Core Plus Income ETF

A balanced approach to preserving capital and pursuing income while seeking total return

Fund inception date: February 22, 2022

How it fits: Single solution core-plus-income bond allocation

  • Core: Seeks downside protection alongside a resilient income stream.
  • Diversification: A broadly diversified portfolio with multiple sources of active return.
  • Income: Pursues a resilient income stream over a full market cycle through sector diversification including high-yield corporates, emerging markets and securitized debt.

CGMS: Capital Group U.S. Multi-Sector Income ETF

A diversified U.S. multi-sector income fund that pursues a high level of current income and the opportunity for capital appreciation

Fund inception date: October 25, 2022

How it fits: Diversified option for a higher income-seeking bond allocation

  • High income: Offers strategic active exposure to a diverse set of higher income opportunities across multiple sectors.
  • Diversified: A broadly diversified portfolio across U.S. bond markets seeking multiple sources of income and total return while managing credit risk and volatility.
  • Flexible: Ability to flexibly allocate across a broad swath of U.S. bond markets to pursue income opportunities, including in securities rated Ba1/BB+ and below.

CGMU: Capital Group Municipal Income ETF

A core municipal fund that pursues tax-exempt income consistent with capital preservation while seeking total return

Fund inception date: October 25, 2022

How it fits: Single solution core municipal bond allocation

  • Core: Seeks a tax-exempt income stream while preserving capital.
  • Diversified: A broadly diversified municipal bond portfolio with multiple potential sources of return.
  • Income: Pursues a resilient tax-exempt income stream over a full market cycle through sector diversification including high-yield municipals.

Equity ETFs

CGGR: Capital Group Growth ETF

Seeks growth by investing in a broad group of companies that have potential for capital appreciation

Fund inception date: February 22, 2022

How it fits: U.S. growth allocation

  • Growth: A broad strategy that seeks growth of capital as its objective rather than its investment style, meaning that while the fund will predominantly invest in larger, faster growing U.S. companies, managers have flexibility across different geographies and investment approaches in search of capital appreciation. 
  • Flexible: The fund takes a company-by-company approach, investing in traditional growth companies as well as cyclicals and turnaround situations in its quest for capital appreciation. 
  • Consistent: The fund takes a long-term perspective, which allows for a patient approach to growth investing.

CGGO: Capital Group Global Growth Equity ETF

Travels anywhere for growth

Fund inception date: February 22, 2022

How it fits: Growth allocation

  • Broad: Takes a flexible geographic approach in its search for fundamentally strong, high-potential companies anywhere in the world. 
  • Company focused: Takes a bottom-up approach, analyzing all aspects of companies with significant growth potential, including where they do business, their position in their industry, their products and the health of their supply chains. 
  • Supported by extensive global resources: Leveraging a deep global research network, the fund invests with the view that as global markets and economies become more connected, an informed perspective is increasingly important. 

CGXU: Capital Group International Focus Equity ETF

Boots-on-the-ground investing for international growth

Fund inception date: February 22, 2022

How it fits: Core international allocation

  • Opportunistic: Explores opportunities outside the U.S. — including emerging markets — with a company-by-company-focused strategy that seeks long-term growth of capital. 
  • Companies, not countries: The fund aims to pursue returns primarily through company selection, not regional or sector selection. 
  • Consistency: A core, non-U.S. fund that seeks to invest in promising international companies for long-term growth of capital, leveraging Capital Group’s distinct approach to investing. 

CGUS: Capital Group Core Equity ETF

Combining growth and income to potentially provide a smoother ride

Fund inception date: February 22, 2022

How it fits: Core U.S. equity allocation

  • U.S. equity focused: A portfolio that can serve as a complement to an S&P 500 Index fund. Like all Capital Group funds, it utilizes The Capital System, which is designed to help our portfolios participate in strong market environments and dampen volatility in challenging ones.
  • Focused on fundamentals: Careful company selection, informed by fundamental research, helps identify companies with attractive long-term prospects for growth and/or dividends.
  • Balance: Blends many blue chip dividend-paying companies with non-dividend-payers that show attractive growth potential.

CGDV: Capital Group Dividend Value ETF

"Value" refined

Fund inception date: February 22, 2022

How it fits: Core U.S. value allocation

  • Value: Dividends can offer a steady stream of returns to investors and this fund values companies that are capable of paying dividends across a variety of market and economic environments.
  • Income: Seeks to produce consistent income that exceeds the average yield of the S&P 500 by focusing on companies that pay dividends or have the potential to pay dividends.
  • Quality: The fund primarily invests in well-established U.S. companies with a history of financial strength and regular dividend payments. 

 


Capital Group ETFs: Building block strategies to help investors pursue their long-term goals


The image shows the suite of nine ETFs categorized by investment objective and arranged in two columns. The first column lists five equity ETFs and the second column lists four fixed income ETFs. Equity funds with a growth objective include Capital Group Growth ETF (CGGR), Capital Group Global Growth Equity ETF (CGGO) and Capital Group International Focus Equity ETF (CGXU). Equity funds with a growth and income objective include Capital Group Core Equity ETF (CGUS) and Capital Group Dividend Value ETF (CGDV). Within the fixed income column, ETFs categorized as taxable include Capital Group Short Duration Income ETF (CGSD), Capital Group Core Plus Income ETF (CGCP) and Capital Group U.S. Multi-Sector Income ETF (CGMS). The only fixed income ETF categorized as tax-exempt is Capital Group Municipal Income ETF (CGMU).

Capital Group ETFs seek to raise the bar on what investors have come to expect from ETFs. Our objective-oriented funds seek better investment outcomes in a variety of markets and can function as key building blocks to bolster portfolios by strengthening the core or by serving as complementary strategies to diversify existing allocations. To learn more about our ETFs, contact your Capital Group representative. 


 




Identifying opportunities in fixed income

Capital Group’s Head of Fixed Income Mike Gitlin shares his outlook during our December 1 webinar. 

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.

Capital Group exchange-traded funds (ETFs) are actively managed and do not seek to replicate a specific index. ETFs are bought and sold through an exchange at the then current market price, not net asset value (NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV when traded on an exchange. Brokerage commissions will reduce returns. There can be no guarantee that an active market for ETFs will develop or be maintained, or that the ETF's listing will continue or remain unchanged.

Bond ratings, which typically range from AAA/Aaa (highest) to D (lowest), are assigned by credit rating agencies such as Standard & Poor's, Moody's and/or Fitch, as an indication of an issuer's creditworthiness. For most funds, unless otherwise noted below, if agency ratings differ, a security will be considered to have received the highest of those ratings, consistent with applicable investment policies. Securities in the Unrated category have not been rated by a rating agency; however, the investment adviser performs its own credit analysis and assigns comparable ratings that are used for compliance with applicable investment policies.

The use of derivatives involves a variety of risks, which may be different from, or greater than, the risks associated with investing in traditional securities, such as stocks and bonds.

Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.

The return of principal for bond funds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.

Income from municipal bonds may be subject to state or local income taxes and/or the federal alternative minimum tax. Certain other income, as well as capital gain distributions, may be taxable.

Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.

As nondiversified funds, Capital Group ETFs have the ability to invest a larger percentage of assets in securities of individual issuers than a diversified fund. As a result, a single issuer could adversely affect a fund's results more than if the fund invested a smaller percentage of assets in securities of that issuer. See the applicable prospectus for details.

There may have been periods when the results lagged the index(es). The indexes are unmanaged and, therefore, have no expenses. Investors cannot invest directly in an index.

Each S&P Index ("Index") shown is a product of S&P Dow Jones Indices LLC and/or its affiliates and has been licensed for use by Capital Group. Copyright ©2022 S&P Dow Jones Indices LLC, a division of S&P Global, and/or its affiliates. All rights reserved. Redistribution or reproduction in whole or in part is prohibited without written permission of S&P Dow Jones Indices LLC.

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.

Portfolios are managed, so holdings will change. Certain fixed income and/or cash and equivalents holdings may be held through individual mutual funds managed by the investment adviser or its affiliates that are not offered to the public.

Totals may not reconcile due to rounding.

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.

American Funds Distributors, Inc., member FINRA.

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.

Standard & Poor’s 500 Composite Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks.