Forms & Literature | Capital Group A longer term approach to tax management — Separately Managed Account

Forms & Literature

Search Literature

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

Your Literature Order

You must log in to order literature.


A longer term approach to tax management — Separately Managed Account

This single sheet showcases the limitations of direct indexing and illustrates the benefits of overlaying active investment management with active tax management. It combines the active/active messaging from the Time-Tested Strategies and Parametric brochures in one place, and ends with a CTA that encourages the reader to inquire about CG solutions.

Max qty: 50

Detailed Information:

  • Updated: Jun 2026
  • Literature number: MFGEOS-447-0626

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 mutual 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.

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.