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Most recently updated pieces

Historical Allocations Report – CG Active-Passive Models

This report details the initial allocations and all subsequent reallocations for the Capital Group Active-Passive Model Portfolios... Details

Updated: Apr 2025

Not available to order

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

A history of returns (A 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

How resiliency and consistency have led to greater wealth creation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group discusses upside potential and downside resilience tradeoffs and how the American Fund... Details

Updated: Apr 2025

Not available to order

How to build a bond portfolio that meets varying client needs

A brochure that summarizes the portfolio construction portion of our Fixed Income Roadshow deck. Details

Updated: Apr 2025

Max: 50

How to enroll in your retirement plan - PlanPremier

This brochure provides step-by-step instructions to help PlanPremier participants enroll in their retirement plan online through t... Details

Updated: Apr 2025

Not available to order

How to handle market declines (Shareholder)

Investors often flee the market during a decline and buy when stocks are skyrocketing. Both can have negative impacts. Details

Updated: Apr 2025

Not available to order

The ICA Guide (F-2 Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Apr 2025

The ICA Guide (A Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Apr 2025

Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Apr 2025

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: Apr 2025

Max: 50

PlanPremier notice delivery single sheet - Simplify your retirement plan notice process (PP Bundled PPTPA)

Capital Group’s notice delivery service offers two options to create and/or deliver plan notices to ... Details

Updated: Apr 2025

Not available to order

A portfolio for every investor (F-2 Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2025

A portfolio for every investor (A Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2025

Public-Private+ Funds advisor brochure

This brochure features information about Public-Private+ Funds from Capital Group and KKR, including information about the opportunity, interval funds, the new funds and implementation. Details

Updated: Apr 2025

Max: 50

Public Version - Capital Group Equity market Insights - a brave new world

Presentation providing an overview of equity market insights. Details

Updated: Apr 2025

Not available to order

Quarterly Investment Portfolio - American Funds Corporate Bond Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Apr 2025

Not available to order

Quarterly Investment Portfolio - American Funds Inflation Linked Bond Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Apr 2025

Not available to order

Quarterly Investment Portfolio - Capital Group Central Corporate Bond Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Apr 2025

Not available to order

Quarterly Investment Portfolio - Capital Group Conservative Equity ETF

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Apr 2025

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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