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Most recently updated pieces

Semi-annual report for the six months ended January 31, 2026 (T Share) — The Income Fund of America

Six-month report on the fund's results, differentiated by share class and distributed to shareholder... Details

Updated: Mar 2026

Max: 50

Semi-annual report for the six months ended January 31, 2026 (T Share) — Limited Term Tax-Exempt Bond Fund of America

Six-month report on the fund's results, differentiated by share class and distributed to shareholder... Details

Updated: Mar 2026

Max: 50

Semi-annual report for the six months ended January 31, 2026 (T Share) — The Tax-Exempt Bond Fund of America

Six-month report on the fund's results, differentiated by share class and distributed to shareholder... Details

Updated: Mar 2026

Max: 50

Semi-annual report for the six months ended January 31, 2026 (T Share) — The Tax-Exempt Fund of California

Six-month report on the fund's results, differentiated by share class and distributed to shareholder... Details

Updated: Mar 2026

Max: 50

A simple guide to selling retirement plans

With an easy-to-follow process and useful resources from Capital Group, growing your retirement plan business may be easier than y... Details

Updated: Mar 2026

Not available to order

SIMPLE IRA prospecting postcard - Offering a retirement plan can be SIMPLE

A postcard for financial professionals to use in prospecting small businesses for SIMPLE IRA plans. Details

Updated: Mar 2026

SIMPLE IRA prospecting postcard write-in messages - Offering a retirement plan can be SIMPLE

A sheet to provide financial professionals with FINRA-reviewed messages that can be handwritten on t... Details

Updated: Mar 2026

Not available to order

Small steps can take you far - sample customized enrollment meeting guide

Many plan sponsors want to see the actual enrollment brochure their retirement plan participants will receive. Use this sample wit... Details

Updated: Mar 2026

Not available to order

State Tax Information

This document provides basic guidance for state income tax withholding on distributions from IRAs (Traditional, Roth, SIMPLE, SEP/SARSEP) and qualified retirement plans (403(b), 401(k), 457(b), MPP/PSP). Details

Updated: Mar 2026

Not available to order

Strategic Bond Fund Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be preceded or accompanied by a prospectus. Details

Updated: Mar 2026

Tax-efficient vehicle single sheet

This piece outlines the key tax traits of mutual funds, ETFs and SMAs. It aims to show the breadth of tax-efficient vehicles at Capital and to help advisors select vehicles that support different clients' tax goals. Details

Updated: Mar 2026

Texas Optional Retirement Program (ORP) Distribution Request

Participants can use this form to request a distribution or direct rollover from a Texas ORP 403(b) account. Details

Updated: Mar 2026

Not available to order

Time-tested strategies SMA brochure — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies. Details

Updated: Mar 2026

Max: 50

Time-tested strategies SMA brochure – Merrill Lynch (Dealer Vrs - ML) — Separately Managed Account

Details on Capital Group’s equity SMA strategies available at Merrill Lynch. Details

Updated: Mar 2026

Max: 50

Time-tested strategies SMA brochure – Morgan Stanley (Dealer Vrs - MS) — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Updated: Mar 2026

Max: 50

Time-tested strategies SMA brochure – UBS (Dealer Vrs - UBS) — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Updated: Mar 2026

Max: 50

U.S. equities brochure - Participate with growth, defend with dividends (Class F-2) (F-2 Share)

How Capital Group’s active approach can strengthen your U.S. equity allocation. Details

Updated: Mar 2026

U.S. equities brochure - Participate with growth, defend with dividends (Class F-3) (F-3 Share)

How Capital Group’s active approach can strengthen your U.S. equity allocation. Details

Updated: Mar 2026

U.S. equity strategy guide (F-2 shares for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Mar 2026

Max: 50

U.S. equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Mar 2026

Max: 50

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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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