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Most recently updated pieces

Strategy spotlight- Capital Group Washington Mutual Investors (F-2 Share) — Washington Mutual Investors Fund

In this update to the Capital Group Washington Mutual Investors strategy spotlight brochure, we take... Details

Updated: Apr 2026

Max: 111

Tools to help you manage your book of business

Learn about the Client Accounts section of our website, the Account Resource Center and other online tools available to help you m... Details

Updated: Apr 2026

Not available to order

U.S. core equity whitepaper

U.S. core equity is a key institutional allocation, often via passive strategies that can come with concentration risk. See how Capital Group U.S. Core Equity Strategy can provide style consistency through active managem... Details

Updated: Apr 2026

Not available to order

What We Know for Sure - Presentation

Uses stories from The ICA Guide to illustrate concepts and strategies that address many of the concerns today's investors may have. Details

Updated: Apr 2026

Your guide to municipal bond investing

Guide to municipal bond investing, covering market evolution, Capital Group’s distinctive investment process, the American Funds flagship muni bond fund’s detailed results over time, and other items of interest to invest... Details

Updated: Apr 2026

457(b) Distribution Request

A participant can use this form to take a distribution from their 457(b) account. Details

Updated: Mar 2026

Not available to order

4Q-2025 Quarterly Fund Commentary (F-2 Share) — American Funds Portfolio Series

The quarterly fund commentary sheets provide a market recap, review areas of portfolio strength and ... Details

Updated: Mar 2026

AFIS TRICAP Single Sheet — American Funds Insurance Series

A single sheet demonstrating how AFIS funds can be grouped into portfolios to help retirees meet differing objectives within a var... Details

Updated: Mar 2026

Alternate Payee Distribution Request

Form used by a former spouse or alternate payee to request a distribution of awarded benefits from a 403(b), 457(b), MPP or PSP account. Details

Updated: Mar 2026

Not available to order

American Balanced Fund 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: Mar 2026

American Funds Active-Passive Model Portfolios with Vanguard at Morgan Stanley Brochure (Dealer Vrs - MS)

The brochure describes and provides some data points for the 10 American Funds Active-Passive Model ... Details

Updated: Mar 2026

Max: 10

American Funds Conservative Growth and Income Model Portfolio single sheet — American Funds Model Portfolios

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

Updated: Mar 2026

Max: 50

American Funds Conservative Income and Growth Model Portfolio single sheet — American Funds Model Portfolios

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

Updated: Mar 2026

Max: 50

American Funds Conservative Income Model Portfolio (Balanced) — American Funds Model Portfolios

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

Updated: Mar 2026

Max: 50

American Funds Global Growth Model Portfolio single sheet — American Funds Model Portfolios

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

Updated: Mar 2026

Max: 50

American Funds Growth and Income Model Portfolio single sheet — American Funds Model Portfolios

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

Updated: Mar 2026

Max: 50

American Funds Growth Model Portfolio single sheet — American Funds Model Portfolios

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

Updated: Mar 2026

Max: 50

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: Mar 2026
Updated: Mar 2026

Max: 25

American Funds Models Lineup Brochure — American Funds Model Portfolios

This brochure provides an overview of our all-active models, with information about each model’s allocations. Details

Updated: Mar 2026

Max: 50

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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.

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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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