Forms & Literature

12-2025 Quarterly Statistical Update (P-2, 4, 1, 3, P-1, 2, 1A Share) — American Funds Insurance Series

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

2025 Fund Marketing Sheet (A Share) — American High-Income Trust

Single sheet with fund highlights. Details

2025 Fund Marketing Sheet (A Share) — New Perspective Fund

Single sheet with fund highlights. Details

2025 Fund Marketing Sheet (A Share) — SMALLCAP World Fund

Single sheet with fund highlights. Details

2026 Outlook - Long-term perspective on markets and economies

The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

2026 Outlook - Long-term perspective on markets and economies (No Funds)

The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

3Q-2025 Fund Fact Sheet (A-3 Share)

The quarterly Fund Fact Sheets provide insight on the results of the American Funds in the current investment environment. Each Fact Sheet outlines a particular fund's exposure to industries and sectors that influence th... Details

3Q-2025 Fund Fact Sheet (A-3 Share)

The quarterly Fund Fact Sheets provide insight on the results of the American Funds in the current investment environment. Each Fact Sheet outlines a particular fund's exposure to industries and sectors that influence th... Details

403(b) Salary Deferral Election

Form that allows a participant to set up salary deferrals for their 403(b) account.

This form is for employer and employee use only. It should not be sent back to American Funds Service Company or Capital Bank a... Details

American High-Income Trust Summary Prospectus

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

Capital Group equity campaign Q3 2025

The Capital Group equity market campaign for Q3 2025 highlights how investors can participate in market growth while defending portfolios with dividends. Details

CGUI – A strategic alternative to cash with income in mind (ETF)

This single sheet provides a brief overview of Capital Group Ultra Short Income ETF (ticker: CGUI) and how it aims to deliver high... Details

Distribution Request for Excess Contributions From SIMPLE IRAs

Form used to remove excess elective deferrals and/or employer contributions from a SIMPLE IRA. Details

Fund spotlight - American Mutual Fund (F-2 Share) — American Mutual Fund

In this fund-only spotlight, we look at American Mutual Fund. This growth-and-income fund seeks the balanced accomplishment of thr... Details

Fund spotlight - Capital World Growth and Income Fund (F-2 Share) — Capital World Growth and Income Fund

In this fund-only spotlight, we look at Capital World Growth and Income Fund. This fund seeks to pro... Details

The future of health care - Medtech’s innovation hotspots

This thematic research paper explores investment opportunities among health care and consumer firms offering innovative medical te... Details

A guide to American Funds at LPL Financial (Dealer Vrs - LPL)

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

A guide to American Funds on the Wealth Management Platform at Osaic

A guide to American Funds on the Wealth Management Platform at Osaic Details

How resiliency and consistency have led to greater wealth creation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group discusses upside potential and downside resilience tradeoffs and how the American Fund... Details

How to select a portfolio strategist

The Portfolio Strategist Brochure explains to advisors and their clients why our organization is one they can trust, how our philosophy aligns with their goals, how our investment process works, and who are the people wh... Details