Forms & Literature

Choose the target date series that's best for participants

This brochure provides insight into analysis and selection of a target date series for a retirement plan based on five key conside... Details

CollegeAmerica Account Application (Hard Copy)

Use this application to establish a 529 CollegeAmerica savings account.

To open a trust or entity account or an account funded with UGMA/UTMA assets, a CollegeAmerica Supplemental Account Application... Details

CollegeAmerica Account Options

Add or update CollegeAmerica account options. If changing only the bank information, use the Add/Update Bank Information form. Details

CollegeAmerica Program Description

CollegeAmerica Program Description Details

Coverdell ESA Account Options

Add or update Coverdell ESA account options. If changing only the bank information, use the Add/Update Bank Information form. Details

Crafting your perfect elevator pitch

This is a brochure that will give you insights on how to craft a concise message that captures attention and sparks interest. Details

A deeper view of the glide path - How factor exposures and characteristics help differentiate target date strategies

Capital Group explores how equity factors and fixed income characteristics provide an additional len... Details

Don’t get caught in the “volatility drag” (R-6 Share) — American Funds Target Date Retirement Series

This handout explores key impacts of volatility and metrics to help assess upside potential and down... Details

ESG Capital Group brochure

Learn about ESG at Capital Group and how our research-driven investment approach integrates material ESG risks and opportunities. Details

ETF Academy Program overview single sheet

This single sheet features information about the ETF Academy educational program and resources to support advisors who go through ... Details

F-2 Equity Brochure - Equities - Macro, markets and actionable ideas – A brave new world (F-2 Share)

Presentation providing an overview of equity market insights, equities at Capital Group and actionab... Details

Fixed income - Capital Group Core Plus - Two approaches for varying investor needs

This brochure highlights the benefits and distinct investment approaches behind core plus bond inves... Details

Fixed income - Explore Capital Group’s core and core-plus bond offerings. (F-2 Share)

Core and core-plus fixed income should seek to anchor portfolios without sacrificing return. Learn w... Details

Fixed income - Explore Capital Group’s core and core-plus bond offerings. (A Share)

Core and core-plus fixed income should seek to anchor portfolios without sacrificing return. Learn w... Details

Fixed income - Explore Capital Group’s municipal bond fund offerings. (F-2 Share)

Municipal bonds can offer investors compelling yield with income exempt from federal taxes. Discover... Details

Fixed income - Explore Capital Group’s municipal bond fund offerings. (A Share)

Municipal bonds can offer investors compelling yield with income exempt from federal taxes. Discover what differentiates our munic... Details

Fixed Income - Income solutions for your bond portfolio (F-2 Share)

Income-focused bond funds may provide investors with a way to boost yields. Learn about how these funds can help deliver higher yi... Details

Fixed Income - Income solutions for your bond portfolio (A Share)

Income-focused bond funds may provide investors with a way to boost yields. Learn about how these funds can help deliver higher yi... Details

Fixed Income Perspectives

Fixed Income Perspectives offers quarterly macro and market insights for financial professionals, from Capital Group's fixed income team. Details

Fixed Income - Platform and results snapshot (F-2 Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details