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Most recently updated pieces

Quarterly Investment Portfolio - SMALLCAP World Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Aug 2026

Not available to order

Ready to Make a Move

A RecordkeeperDirect participant who has left the company/organization sponsoring their retirement plan can use this booklet to request a cash distribution or rollover. Contains Application for Direct Rollover to a Ne... Details

Updated: Aug 2026

Max: 1

Reasons to diversify

Reinforces the importance of having a diversified portfolio. Shows the best performing asset class for each of the last 10 years. Details

Updated: Aug 2026

Request for a Cash Distribution or Rollover

A RecordkeeperDirect participant who is no longer employed with the company/organization sponsoring their retirement plan can use ... Details

Updated: Aug 2026

Not available to order

Updated: Aug 2026

Retirement Plan Beneficiary Cash Distribution Request

Provides cash distribution options, including life expectancy payments, to any beneficiary who has inherited assets from a Capital... Details

Updated: Aug 2026

Not available to order

Retirement Plan Nonspousal Beneficiary Claim and Distribution

Used by a nonspousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets... Details

Updated: Aug 2026

Not available to order

Retirement Plan Spousal Beneficiary Claim and Distribution

Used by the spousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets. Details

Updated: Aug 2026

Not available to order

Retirement Plan Trust Beneficiary Claim

Used to claim assets of a 403(b), 457(b), profit-sharing or money purchase plan account when a trust is listed as beneficiary. Details

Updated: Aug 2026

Not available to order

The roles of fixed income

This single sheet describes the roles of fixed income at Capital Group and illustrates the role of fixed income in glide path construction for our American Funds Target Date Retirement Series. Details

Updated: Aug 2026

Roth IRA Request for Conversion

Convert a CB&T traditional, SIMPLE or SEP/SARSEP IRA to a CB&T Roth IRA or Roth SIMPLE IRA. This form may also be used for SIMPLE IRA in-plan Roth conversions. Details

Updated: Aug 2026

Not available to order

Seek capital preservation without sacrificing income potential (F-2 Share)

Short-term bond funds can serve as a compelling alternative to cash-like investments. Learn how these funds have the potential to ... Details

Updated: Aug 2026

Max: 50

Seek capital preservation without sacrificing income potential (A Share)

Short-term bond funds can serve as a compelling alternative to cash-like investments. Learn how these funds have the potential to ... Details

Updated: Aug 2026

Max: 50

Semi-annual N-CSR for the six months ended June 30, 2026

The annual N-CSR contains the financial statements and financial highlights, including the schedule of investments for the fiscal ... Details

Updated: Aug 2026

Max: 50

Semi-annual N-CSR for the six months ended June 30, 2026

The annual N-CSR contains the financial statements and financial highlights, including the schedule of investments for the fiscal ... Details

Updated: Aug 2026

Max: 50

Semi-annual N-CSR for the six months ended June 30, 2026 — American Balanced Fund

The annual N-CSR contains the financial statements and financial highlights, including the schedule ... Details

Updated: Aug 2026

Max: 20

Semi-annual N-CSR for the six months ended June 30, 2026 — American Funds Emerging Markets Bond Fund

The annual N-CSR contains the financial statements and financial highlights, including the schedule ... Details

Updated: Aug 2026

Max: 20

Semi-annual N-CSR for the six months ended June 30, 2026 — American Funds Multi-Sector Income Fund

The annual N-CSR contains the financial statements and financial highlights, including the schedule ... Details

Updated: Aug 2026

Max: 20

Semi-annual N-CSR for the six months ended June 30, 2026 — American Funds Strategic Bond Fund

The annual N-CSR contains the financial statements and financial highlights, including the schedule ... Details

Updated: Aug 2026

Max: 20

Semi-annual N-CSR for the six months ended June 30, 2026 — The Bond Fund of America

The annual N-CSR contains the financial statements and financial highlights, including the schedule ... Details

Updated: Aug 2026

Max: 20

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