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Annual report for the year ended September 30, 2025 (T Share) — New Perspective Fund

Yearly report on the fund's results, differentiated by share class and distributed to shareholders i... Details

Updated: Nov 2025

Max: 50

Annual report for the year ended September 30, 2025 (T Share) — SMALLCAP World Fund

Yearly report on the fund's results, differentiated by share class and distributed to shareholders i... Details

Updated: Nov 2025

Max: 50

Capital Group Active ETF Model Portfolios Quarterly Commentary_3Q25

This quarterly piece reviews the performance of the Capital Group Active ETF Model Portfolios, providing attribution as well as a ... Details

Updated: Nov 2025

Max: 50

Capital Group Active-Passive Model Portfolios Commentary_3Q25

The quarterly commentary letter for the Capital Group Active-Passive model portfolios details a brief market recap, model results ... Details

Updated: Nov 2025

Max: 50

Capital Group ESG Global Study 2025

How are investors thinking about opportunities in energy transition, water and health, and the risks of AI? Find out in Capital Group’s 2025 ESG Global Study. Details

Updated: Nov 2025

Not available to order

Certificate of Incumbency

Form used by American Funds Service Company to verify the name(s) of trustee(s) authorized to act on an individual trust or a retirement account where Capital Bank and Trust is not the custodian. Details

Updated: Nov 2025

Not available to order

CGSD - A short-term bond ETF that's long on income potential (ETF) — Capital Group Short Duration Income ETF

This single sheet provides a brief overview of Capital Group Short Duration Income ETF (ticker: CGSD... Details

Updated: Nov 2025

Max: 50

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

Updated: Nov 2025

Max: 50

CollegeAmerica Fund Information Matrix Listed by Fund Name for Class 529 Shares (529-F2, 529-F3, 529-A, 529-E, 529-C, 529-F1 Share)

Lists information alphabetically about each fund and share class such as the fund number, ticker sym... Details

Updated: Nov 2025

Max: 25

Common holdings in our funds

Quarterly common holdings comparison sheet illustrates common holdings and diversification in equity holdings, while also addressing other factors that should be considered when building a portfolio. Details

Updated: Nov 2025

Max: 25

(Dealer Vrs - ML)

FOR MERRILL USE ONLY - The quarterly commentary letter for the American Funds model portfolios offered at Merrill details a brief market recap, model results and describes Capital Group's asset allocation and portfolio c... Details

Updated: Nov 2025

Max: 10

Enhancing asset allocation via multi-objective optimization

Capital Group explores building on the limitations of traditional mean-variance optimization with a multi-objective optimization a... Details

Updated: Nov 2025

Not available to order

Enrollment meeting checklist - Make your enrollment meeting a success

Financial professionals can use this checklist to help them prepare for a successful enrollment meeting. Details

Updated: Nov 2025

Not available to order

ETF Quarterly Newsletter

This quarterly newsletter contains insights and highlights such as emerging opportunities in the ETF space, industry trends, and Capital Group ETF spotlights. Details

Updated: Nov 2025

Max: 50

Fixed income - Capital Group Core Plus - Two approaches for varying investor needs

This brochure highlights the benefits and distinct investment approaches behind core plus bond inves... Details

Updated: Nov 2025

Max: 50

Fixed income implementation guide - Navigate markets with confidence (F-2 Share)

The fixed income implementation guide features all the fixed income funds and strategies available t... Details

Updated: Nov 2025

Fixed Income - Platform and results snapshot (F-2 Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Nov 2025

Fixed Income - Platform and results snapshot (R-6 Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Nov 2025

Fixed Income - Platform and results snapshot (A Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Nov 2025

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

Lists information alphabetically about each fund and share class, such as the fund number, Quotron s... Details

Updated: Nov 2025

Max: 25

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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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