Forms & Literature

CollegeAmerica Account Change Request

Request a transfer of ownership or name a new beneficiary or successor owner. If the Account Owner is changing his or her name, submit a Name Change Request. Details

CollegeAmerica Fund Information Matrix Listed by Fund Name for Class 529 Shares (529-E, 529-C, 529-F2, 529-F3, 529-A, 529-F1 Share)

Lists information alphabetically about each fund and share class such as the fund number, ticker sym... Details

CollegeAmerica Rollover/Transfer Request (Digital)

Use to request a rollover from a 529 program or transfer from a Coverdell Education Savings Account (ESA) not held with American Funds to a CollegeAmerica account.

For the hard copy version, see the CollegeAmerica Rollover/Transfer Request (Hard Copy). ... Details

Common holdings in our funds

Quarterly common holdings comparison sheet illustrates common holdings and diversification in equity holdings, while also addressing other factors that should be considered when building a portfolio. Details

Corporate 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

Defined Contribution Focus Funds - American Balanced Fund (AMBAL) (R-6 Share) — American Balanced Fund

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

Defined Contribution Focus Funds - American Funds Strategic Bond Fund (SBF) (R-6 Share) — American Funds Strategic Bond Fund

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

Defined Contribution Focus Funds - The Bond Fund of America (BFA) (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

Defined Contribution Focus Funds - EUPAC (R-6 Share) — EuroPacific Growth Fund

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

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

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

Defined Contribution Focus Funds - New Perspective Fund (NPF) (R-6 Share) — New Perspective Fund

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

Defined Contribution Focus Funds - Washington Mutual Investors Fund (WMIF) (R-6 Share) — Washington Mutual Investors Fund

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

Digital course_Module 3_Takeaway 4-2_Moving beyond brokearage

This downloadable resource is designed to help advisors shift from transaction-focused to advice-driven practices by deepening rel... Details

ETF Quarterly Newsletter

This quarterly newsletter contains insights and highlights such as emerging opportunities in the ETF space, industry trends, and Capital Group ETF spotlights. Details

Explore our retirement income presentations

Our retirement income focused presentations provide timely insights and thought leadership. Details

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Fixed income - Explore Capital Group's core bond offering. (A Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Fixed income implementation guide - Navigate markets with confidence (F-2 Share)

The fixed income implementation guide features all the fixed income funds and strategies available t... Details

Fixed income - Three actionable ideas for investors striving for balance (F-2 Share)

A brochure that summarizes the actionable ideas portion of our Fixed Income Roadshow deck. Details

Fixed income - Three actionable ideas for investors striving for balance (A Share)

A brochure that summarizes the actionable ideas portion of our Fixed Income Roadshow deck. Details