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Application for Individual or Joint Accounts (Digital)

Use this application to open the following accounts: individual; individual with TOD; JTWROS; JTWROS with TOD; Tenants in Common; UGMA/UTMA; or conservatorship/guardianship. For entity accounts, use the Application for Entities... Details

Updated: Aug 2025

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August 2025 Allocation update – American Funds Portfolio Series

The allocation bulletin highlights key investment themes and includes the most recent allocation changes within each model. Details

Updated: Aug 2025

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August 2025 Allocation update – American Funds Tax-Aware Model Portfolios

The allocation bulletin highlights key investment themes and includes the most recent allocation changes within each model. Details

Updated: Aug 2025

Not available to order

August 2025 Allocation update – Capital Group Active-Passive Tax-Aware Model Portfolios

The allocation bulletin highlights key investment themes and includes the most recent allocation cha... Details

Updated: Aug 2025

Not available to order

Automatic Investment Plan Request

Form used to set up recurring investments of a specified dollar amount. Details

Updated: Aug 2025

Not available to order

Braving the bear

This brochure shows how staying the course through three extended bear markets of the past would have paid off for long-term investors and provides helpful ideas for weathering declines. Details

Updated: Aug 2025

Capital Group Active ETF Model Portfolios Quarterly Commentary_2Q25

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

Updated: Aug 2025

Max: 50

Capital Group Active-Passive Model Portfolios Commentary_2Q25

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

Updated: Aug 2025

Max: 50

Capital Group Conservative Equity ETF (CGCV) Summary Prospectus

The summary prospectus provides key fund information and may be used in lieu of delivering a full statutory prospectus, even when ... Details

Updated: Aug 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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