Forms & Literature | Capital Group Recently updated

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Most recently updated pieces

International equity strategy guide (A-share for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Mar 2026

Max: 50

International equity strategy guide (F-2 share for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Mar 2026

Max: 50

Investment Company of America 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

IRA Trust Beneficiary Claim

Used to claim assets of a traditional, Roth, SIMPLE or SEP/SARSEP IRA when a trust is listed as beneficiary. Details

Updated: Mar 2026

Not available to order

Lose the lap, win the race (F-2 Share)

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Mar 2026

Lose the lap, win the race (A Share)

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Mar 2026

LPL Research American Funds Active Core portfolios (Dealer Vrs - LPL)

The investor-facing single sheet provides an overview of LPL Research American Funds Active Core portfolios and recent fund alloca... Details

Updated: Mar 2026

Max: 50

Managing your account - RecordkeeperDirect

This sheet provides participants in RecordkeeperDirect plans with an overview of how to access and manage their retirement account... Details

Updated: Mar 2026

Meeting more needs with muni SMAs — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings, including a range of national and state-focused strategies, and availabl... Details

Updated: Mar 2026

Max: 10

Meeting more needs with muni SMAs - Merrill (Dealer Vrs - ML) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Merrill, including a range of national a... Details

Updated: Mar 2026

Max: 50

Meeting more needs with muni SMAs – Morgan Stanley (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Morgan Stanley, including a range of nat... Details

Updated: Mar 2026

Max: 50

Meeting more needs with muni SMAs - UBS (Dealer Vrs - UBS) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at UBS, including a range of national and s... Details

Updated: Mar 2026

Max: 25

Multi-Sector Income 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

Our dynamic approach to equity allocation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores how our target date series dynamically approaches equity allocation to better... Details

Updated: Mar 2026

Not available to order

Parametric brochure - Time-tested strategies with customization and tax management — Separately Managed Account

Separately managed accounts that combine active tax management from Parametric and active investing ... Details

Updated: Mar 2026

Max: 50

Pathways to Growth - 2026 Advisor Benchmark Study_Brochure

Latest update to Capital Group’s multiyear study of financial advisors to understand how practice management behaviors drive busin... Details

Updated: Mar 2026

Public-Private+ Funds repurchase calendar single sheet

This single sheet features information about the share repurchase schedule for Capital Group KKR Core Plus+ and Capital Group KKR ... Details

Updated: Mar 2026

Not available to order

Public-Private+ Funds repurchase process tip sheet

This is a service document that outlines important things to know about repurchase notices, including dates to keep in mind and wh... Details

Updated: Mar 2026

Not available to order

Qualified Plans - Required Minimum Distributions

Investors can use this form to request one-time or recurring RMD payments from Capital Bank and Trust Company money purchase or pr... Details

Updated: Mar 2026

Not available to order

Quarterly Investment Portfolio - American Funds Portfolio Series

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

Updated: Mar 2026

Not available to order

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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.

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.

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.