Forms & Literature | Capital Group Recently updated

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Most recently updated pieces

Capital Group ETFs single sheet for Edward Jones (Dealer Vrs - EJ)

A single sheet that lists Capital Group’s ETFs, available through Edward Jones, as well as their Morningstar categories, fees and ... Details

Updated: Apr 2026

Fund spotlight - The Income Fund of America (F-2 Share) — The Income Fund of America

In this fund-only spotlight, we take a look at The Income Fund of America. This income strategy focu... Details

Updated: Apr 2026

Max: 50

How ESG monitoring of corporates complements investment research

This paper describes our corporate monitoring process, which is designed to identify issuers among our equity and corporate bond h... Details

Updated: Apr 2026

Not available to order

How to select a custom models portfolio strategist

This piece outlines the five key questions you should ask when looking for a custom models portfolio strategist: Is this an organi... Details

Updated: Apr 2026

Max: 50

Prospectus and program description schedule

Calendar of current fund prospectus updates. Details

Updated: Apr 2026

Not available to order

Strategy Spotlight - Capital Group International Vantage (F-2 Share) — American Funds International Vantage Fund

In this brochure, which is part of our strategy spotlight series, we take a look at the Capital Grou... Details

Updated: Apr 2026

Max: 111

Your guide to municipal bond investing

Guide to municipal bond investing, covering market evolution, Capital Group’s distinctive investment process, the American Funds flagship muni bond fund’s detailed results over time, and other items of interest to invest... Details

Updated: Apr 2026

03-2026 Quarterly Statistical Update (1A, 1, 2, P-1, 4, 3, P-2 Share) — American Funds Insurance Series

**For insurance use only** Monthly statistical update for one-, five- and 10-year average annual res... Details

Updated: Mar 2026

457(b) Distribution Request

A participant can use this form to take a distribution from their 457(b) account. Details

Updated: Mar 2026

Not available to order

4Q-2025 Quarterly Fund Commentary (F-2 Share) — American Funds Portfolio Series

The quarterly fund commentary sheets provide a market recap, review areas of portfolio strength and ... Details

Updated: Mar 2026

AFIS TRICAP Single Sheet — American Funds Insurance Series

A single sheet demonstrating how AFIS funds can be grouped into portfolios to help retirees meet differing objectives within a var... Details

Updated: Mar 2026

Alternate Payee Distribution Request

Form used by a former spouse or alternate payee to request a distribution of awarded benefits from a 403(b), 457(b), MPP or PSP account. Details

Updated: Mar 2026

Not available to order

American Balanced Fund Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Mar 2026

American Funds Active-Passive Model Portfolios with Vanguard at Morgan Stanley Brochure (Dealer Vrs - MS)

The brochure describes and provides some data points for the 10 American Funds Active-Passive Model ... Details

Updated: Mar 2026

Max: 10

American Funds Conservative Growth and Income Model Portfolio single sheet — American Funds Model Portfolios

American Funds and Capital Group Active/Passive Model Portfolio Single sheets provide investors with... Details

Updated: Mar 2026

Max: 50

American Funds Conservative Income and Growth Model Portfolio single sheet — American Funds Model Portfolios

American Funds and Capital Group Active/Passive Model Portfolio Single sheets provide investors with... Details

Updated: Mar 2026

Max: 50

American Funds Conservative Income Model Portfolio (Balanced) — American Funds Model Portfolios

American Funds and Capital Group Active/Passive Model Portfolio Single sheets provide investors with... Details

Updated: Mar 2026

Max: 50

American Funds Global Growth Model Portfolio single sheet — American Funds Model Portfolios

American Funds and Capital Group Active/Passive Model Portfolio Single sheets provide investors with... Details

Updated: Mar 2026

Max: 50

American Funds Growth and Income Model Portfolio single sheet — American Funds Model Portfolios

American Funds and Capital Group Active/Passive Model Portfolio Single sheets provide investors with... Details

Updated: Mar 2026

Max: 50

American Funds Growth Model Portfolio single sheet — American Funds Model Portfolios

American Funds and Capital Group Active/Passive Model Portfolio Single sheets provide investors with... Details

Updated: Mar 2026

Max: 50

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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.

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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.