Download prospectuses and reports by clicking a fund’s corresponding link. Learn more about these documents.
| FUND NAME | SUMMARY PROSPECTUS | PROSPECTUS | SAI | ANNUAL REPORT | SEMI-ANNUAL REPORT | QUARTERLY HOLDINGS | |||
|---|---|---|---|---|---|---|---|---|---|
| CGBL Capital Group Core Balanced ETF | 03/24 | 03/24 | 03/24 | 02/24 | — | — | 11/23 | ||
| CGCB Capital Group Core Bond ETF | 03/24 | 03/24 | 03/24 | 02/24 | 08/23 | — | 11/23 | ||
| CGUS Capital Group Core Equity ETF | 08/23 | 08/23 | 08/23 | 07/23 | 01/24 | 10/23 | 04/23 | ||
| CGCP Capital Group Core Plus Income ETF | 03/24 | 03/24 | 03/24 | 02/24 | 08/23 | 05/23 | 11/23 | ||
| CGDG Capital Group Dividend Growers ETF | 08/23 | 08/23 | 08/23 | 07/23 | 01/24 | — | — | ||
| CGDV Capital Group Dividend Value ETF | 08/23 | 08/23 | 08/23 | 07/23 | 01/24 | 10/23 | 04/23 | ||
| CGGO Capital Group Global Growth Equity ETF | 08/23 | 01/24 | 01/24 | 07/23 | 01/24 | 10/23 | 04/23 | ||
| CGGR Capital Group Growth ETF | 08/23 | 08/23 | 08/23 | 07/23 | 01/24 | 10/23 | 04/23 | ||
| CGIE Capital Group International Equity ETF | 08/23 | 08/23 | 08/23 | 07/23 | 01/24 | — | — | ||
| CGXU Capital Group International Focus Equity ETF | 08/23 | 08/23 | 08/23 | 07/23 | 01/24 | 10/23 | 04/23 | ||
| CGMU Capital Group Municipal Income ETF | 03/24 | 03/24 | 03/24 | 02/24 | 08/23 | 05/23 | 11/23 | ||
| CGSD Capital Group Short Duration Income ETF | 03/24 | 03/24 | 03/24 | 02/24 | 08/23 | 05/23 | 11/23 | ||
| CGSM Capital Group Short Duration Municipal Income ETF | 03/24 | 03/24 | 03/24 | 02/24 | 08/23 | — | 11/23 | ||
| CGMS Capital Group U.S. Multi-Sector Income ETF | 03/24 | 03/24 | 03/24 | 02/24 | 08/23 | 05/23 | 11/23 | ||
annual report: a yearly record of a mutual fund’s financial status that must be distributed to shareholders under Securities and Exchange Commission regulations. The report includes a review of the fund’s operations as well as various financial statements.
semi-annual report: a six-month record of a mutual fund’s financial status that must be distributed to shareholders under Securities and Exchange Commission regulations. The report includes a review of the fund’s operations as well as various financial statements.
summary prospectus: a legal document that provides a summary of a fund’s prospectus. The summary prospectus includes information such as fund investment objectives, strategies, risks, costs, investment results and other information to help investors make an informed decision about investing in a mutual fund. As summary prospectuses are made available, they will be added to this page.
prospectus: a legal document describing the objectives of a mutual fund, the background of fund managers, and key financial data, such as expenses and fund results. A prospectus is designed to provide investors with the information they need to make an informed decision about investing in a mutual fund.
statement of additional information: contains detailed information about various fund policies; officers, directors and others who manage the fund; investment services; brokerage commissions; and tax issues. Also known as “Part B” of the prospectus.