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Most recently updated pieces

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

Prospectus and program description schedule

Calendar of current fund prospectus updates. Details

Updated: Mar 2026

Not available to order

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

Retirement Plan Nonspousal Beneficiary Claim and Distribution

Used by a nonspousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets... Details

Updated: Mar 2026

Not available to order

Retirement Plan Spousal Beneficiary Claim and Distribution

Used by the spousal beneficiary of a 403(b), 457(b), profit-sharing or money purchase plan account to claim and distribute assets. Details

Updated: Mar 2026

Not available to order

Retirement Plan Trust Beneficiary Claim

Used to claim assets of a 403(b), 457(b), profit-sharing or money purchase plan account when a trust is listed as beneficiary. Details

Updated: Mar 2026

Not available to order

Seek capital preservation without sacrificing income potential (F-2 Share)

Short-term bond funds can serve as a compelling alternative to cash-like investments. Learn how these funds have the potential to ... Details

Updated: Mar 2026

Max: 50

Seek capital preservation without sacrificing income potential (A Share)

Short-term bond funds can serve as a compelling alternative to cash-like investments. Learn how these funds have the potential to ... Details

Updated: Mar 2026

Max: 50

State Tax Information

This document provides basic guidance for state income tax withholding on distributions from IRAs (Traditional, Roth, SIMPLE, SEP/SARSEP) and qualified retirement plans (403(b), 401(k), 457(b), MPP/PSP). Details

Updated: Mar 2026

Not available to order

Strategic Bond Fund Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when giving clients sales literature that must be preceded or accompanied by a prospectus. Details

Updated: Mar 2026

Texas Optional Retirement Program (ORP) Distribution Request

Participants can use this form to request a distribution or direct rollover from a Texas ORP 403(b) account. Details

Updated: Mar 2026

Not available to order

U.S. equities brochure - Participate with growth, defend with dividends (Class F-2) (F-2 Share)

How Capital Group’s active approach can strengthen your U.S. equity allocation. Details

Updated: Mar 2026

U.S. equities brochure - Participate with growth, defend with dividends (Class F-3) (F-3 Share)

How Capital Group’s active approach can strengthen your U.S. equity allocation. Details

Updated: Mar 2026

World Markets Review February 2026

Monthly World Markets Review Details

Updated: Mar 2026

Not available to order

2025 Annual World Markets Review

2025 Annual World Markets Review Details

Updated: Feb 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.

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