# Capital Group

> Capital Group is a privately held, employee-owned investment manager serving individuals, retirement savers, financial advisers and institutions. Home of American Funds, it combines fundamental research with independently managed portfolio portions and offers mutual funds, ETFs, retirement strategies and public-private investment funds.

- **Founded:** 1931
- **Headquarters:** Los Angeles, United States
- **Founders:** Jonathan Bell Lovelace (Founder)
- **Products:** American Funds, Active ETFs, Capital Group Dividend Value ETF (CGDV), Target Date Retirement Series, CollegeAmerica
- **Notable:** Reported more than $3.6 trillion of assets under management as of June 30, 2026., Reported 34 offices in 15 countries and over 9,300 associates as of June 30, 2026., Introduced its first six active, transparent ETFs on February 24, 2022.

## Products & services

- **American Funds** — Mutual fund family offering actively managed equity, fixed income and multi-asset investments.
- **Active ETFs** — Exchange-traded portfolios; the first six transparent active ETFs launched in February 2022.
- **Capital Group Dividend Value ETF (CGDV)** — Dividend-oriented active equity ETF; published gross and net annual expense ratio of 0.33% as checked in October 2026.
- **Target Date Retirement Series** — Diversified retirement portfolios designed around an expected retirement date.
- **CollegeAmerica** — 529 college savings plan investment offering.
- **Separately managed accounts** — Investment management in individual accounts, including equity and fixed income strategies.
- **Capital Group KKR Core Plus+ and Multi-Sector+** — Public-private credit interval funds launched April 29, 2025; designed to target approximately 60% public fixed income and 40% private credit over time, subject to conditions.
- **Capital Group KKR U.S. Equity+** — Public-private equity interval fund launched March 3, 2026.
- **Institutional and private wealth services** — Investment strategies for institutions and investment management for high-net-worth clients.

## Achievements

- Reported more than $3.6 trillion of assets under management as of June 30, 2026.
- Reported 34 offices in 15 countries and over 9,300 associates as of June 30, 2026.
- Introduced its first six active, transparent ETFs on February 24, 2022.
- Developed the multimanager Capital System in 1958.

## Latest updates

- **2026-06** — Company overview reports $3.6T+ in AUM, 34 offices in 15 countries and 9,300+ associates; these are dated metrics, not live totals.
- **2026-03** — Launched Capital Group KKR U.S. Equity+ on March 3, 2026.
- **2025-12** — Announced expansion of the KKR partnership into planned retirement and model-portfolio solutions, plus insurance asset management cooperation.

## Links

- Website: https://www.capitalgroup.com/
- LinkedIn: https://www.linkedin.com/company/capital-group
- Twitter/X: https://twitter.com/CapitalGroup
- YouTube: https://www.youtube.com/c/capitalgroupvideos
- Instagram: https://www.instagram.com/capitalgroup/
- Facebook: https://www.facebook.com/CapitalGroup/

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Profile page: https://yespress.io/capital-group
Published by YesPress — https://yespress.io
Last updated: 2026-10-22