A high-quality core bond portfolio with broad diversification
Bond Fund of America/BFA
Fund Inception was 1974
Bond Fund of America/BFA
HNW client in CA looking for tax relief
Tax Exempt Fund of Cali/TEFCA
The founder of CG
Jonathan Lovelace or JBL
A quality foundation
US Government Securities Fund
Multi Sector Index Fund/MSI
Client looking for tax relief and wants to be invested in intermediate to long term securities
American High Income Muni Bond Fund/AHIM
The year CG launched it's ETF suite
2022
Quality, income and diversification
Mortgage Fund
Broadly diversified global bond strategy invests primarily in sovereign and corporate bonds in more than 60 developed and developing markets
Capital World Bond Fund
Client wants a fund that invests primarily in investment grade securities (rated A or better)
Intermediate Bond Fund of America/IBFA
Number of offices we have in the world
32
A well-researched approach to high-yield investing
American High Income Trust/AHIT
May invest up to 35% of its assets in securities denominated in currencies other than the U.S. dollar
Strategic Bond Fund/SBF
Client wants diversification investing in both sovereign and corporate bonds, denominated in either US dollar or local currency
Emerging Markets Bond Fund/EMBF
To improve people's lives through successful investing
Mission Statement
Quality tax-exempt income while seeking preservation
Short Term Tax Exempt Bond Fund
Will not invest in securities subject to the alternative minimum tax.
Tax Exempt Bond Fund of America/TEBFA
Client is looking for a high level of current income that invests in high income asset classes but is open to other sectors if the opportunity presents itself
Multi Sector Income Fund/MSI
The historical event which lead to the creation of the Capital System
JBL's medical issues which made him have to step away for a bit, causing him to reflect on the issue of the star manager