Fund Details

Welcome to the Capital Group Private Client Services Funds document download page. You can retrieve prospectuses and reports by clicking on a fund’s corresponding link below.

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Documents For All Funds

Fixed income funds – Annual proxy voting record
Schedule of investments (most recent calendar quarter)
Estimated 2024 year-end distributions
Other Capital Group mutual fund offerings
Capital Group ETF offerings

Advisor Disclosures

Form ADV, part 2A brochure
Form CRS
Code of ethics
2023 408(g) audit report

Capital Group California Core Municipal Fund (CCCMX)

Summary Prospectus
Prospectus
Statement of Additional Information
Annual report
Semi-annual report
Annual financial statements and other information
Semi-annual financial statements and other information
Quarterly holdings | First quarter
Quarterly holdings | Third quarter
Quarterly results
Monthly results

Capital Group California Short-Term Municipal Fund (CCSTX)

Summary Prospectus
Prospectus
Statement of Additional Information
Annual report
Semi-annual report
Annual financial statements and other information
Semi-annual financial statements and other information
Quarterly holdings | First quarter
Quarterly holdings | Third quarter
Quarterly results
Monthly results

Capital Group U.S. Equity Fund (CUSEX)

Summary Prospectus
Prospectus
Statement of Additional Information
Annual report
Semi-annual report
Annual financial statements and other information
Semi-annual financial statements and other information
Quarterly holdings | First quarter
Quarterly holdings | Third quarter
Annual proxy voting record
Quarterly results
Monthly results
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Capital Group Private Client Services does not provide legal or tax advice. For estate planning or taxation matters, investors should consult with a legal and/or tax advisor regarding their individual circumstances.

 

Statements attributed to an individual represent the opinions of that individual as of the date published and do not necessarily reflect the opinions of Capital Group or its affiliates. This information is intended to highlight issues and should not be considered advice, an endorsement or a recommendation. The thoughts expressed herein are based upon sources believed to be reliable and are subject to change at any time. There is no guarantee that any projection, forecast or opinion will be realized. Past results are no guarantee of future results. The information provided herein is for informational purposes only and does not take into account your particular investment objectives, financial situation or needs. You should discuss your individual circumstances with a Private Wealth Advisor. Any reproduction, modification, distribution, transmission or republication of the content, in part or in full, is prohibited.

 

The Capital Group companies manage equity assets through three investment groups. These groups make investment and proxy voting decisions independently. Fixed income investment professionals provide fixed income research and investment management across the Capital organization; however, for securities with equity characteristics, they act solely on behalf of one of the three equity investment groups. Not all of the analysts and portfolio managers featured are involved in the management of Capital Group Private Client Services portfolios.
 

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