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Fund Sheets

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Capital Group Active-Passive Growth Model (EQ) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with a brief description of the mod... Details

Updated: May 2025

Max: 50

Capital Group Active-Passive Moderate Growth and Income Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: May 2025

Max: 50

Capital Group Active-Passive Moderate Growth Model (EQ) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with a brief description of the mod... Details

Updated: May 2025

Max: 50

Capital Group Active-Passive Preservation Model (FI) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with a brief description of the mod... Details

Updated: May 2025

Max: 50

Capital Group Active-Passive Retirement Income Model – Conservative (Balanced-RI) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: May 2025

Max: 50

Capital Group Active-Passive Retirement Income Model – Enhanced (Balanced-RI) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: May 2025

Max: 50

Capital Group Active-Passive Retirement Income Model – Moderate (Balanced-RI) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: May 2025

Max: 50

Capital Group Active-Passive Tax-Aware Conservative Growth and Income Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Oct 2024

Max: 50

Capital Group Active-Passive Tax-Aware Conservative Income Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Oct 2024

Max: 50

Capital Group Active-Passive Tax-Aware Growth and Income Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Oct 2024

Max: 50

Capital Group Active-Passive Tax-Aware Moderate Growth and Income Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with ... Details

Updated: Oct 2024

Max: 50

Capital Group Active-Passive Tax-Aware Moderate Growth Model (Balanced) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with a brief description of the mod... Details

Updated: Oct 2024

Max: 50

Capital Group Active-Passive Tax-Aware Moderate Income Model (Balance) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with a brief description of the mod... Details

Updated: Oct 2024

Max: 50

Capital Group Active-Passive Tax-Exempt Preservation Model (FI) (CGAPM)

American Fund and Capital Group Active/Passive Model Portfolio Single sheets provide investors with a brief description of the mod... Details

Updated: Oct 2024

Max: 50

CGDV fund spotlight (ETF) — Capital Group Dividend Value ETF

Capital Group Dividend Value ETF (ticker: CGDV) may not look like a typical "value" fund. Learn what's behind this ETF and how it ... Details

Updated: Oct 2025

Defined Contribution Focus Funds - The Bond Fund of America (R-6 Share) — The Bond Fund of America

Designed to serve as a conversation starter with intermediaries and plan sponsors about the fund and... Details

Updated: Sep 2025

Fixed income - Explore Capital Group’s municipal bond fund offerings. (F-2 Share)

Municipal bonds can offer investors compelling yield with income exempt from federal taxes. Discover... Details

Updated: Oct 2025

Max: 50

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: Jul 2025

A full-featured solution for larger plans – PlanPremier Fact Sheet (R-6 share version) (R-6 Share PPTPA PP Bundled)

This fact sheet provides information on the investments, services and pricing for the PlanPremier 40... Details

Updated: Aug 2025

A history of returns (F-2 Share) — American Balanced Fund

Single sheet comparing the historical total returns for American Balanced Fund, stocks, bonds, and the fund's relevant indexes. Details

Updated: Apr 2025
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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.

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