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General Sales Materials

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Featured

The ICA Guide (F-2 Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Mar 2024

A portfolio for every investor (F-2 Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2024

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: May 2024

Morningstar’s “Thrilling 36” Article Reprint

Seven American Funds® mutual funds (at A shares) made Morningstar's 2024 "Thrilling 36" list. This piece is a reprint of the origi... Details

Updated: Oct 2024

Keys to Prevailing through stock market declines (F-2 Share)

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Sep 2024
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Alphabetical

10 investing lessons from 2008 that apply today

Recent banking sector turmoil may be unsettling, but we’ve been here before. Capital Group equity portfolio manager Will Robbins, ... Details

Updated: Mar 2023

1Q 2022 - Fixed Income Perspectives

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

Updated: Apr 2022

Not available to order

2021 Midyear Outlook - Long-term perspective on markets and economies — American Funds Insurance Series

The 2021 Midyear Outlook report features macro, equity, and fixed income themes from the perspective... Details

Updated: Jun 2021

2022 Outlook - Long-term perspective on markets and economies (Sales presentation w/ speaker notes)

The 2022 Outlook presentation features macro, equity, and fixed income themes from the perspectives ... Details

Updated: Jan 2022

Not available to order

2023 Annual World Markets Review

2023 Annual World Markets Review Details

Updated: Jan 2024

Not available to order

2023 Q4 World Markets Review

2023 Q4 World Markets Review Details

Updated: Jan 2024

Not available to order

2024 Midyear Outlook - Long-term perspective on markets and economies (AF Version)

The 2024 Midyear Outlook report features macro, equity, and fixed income themes from the perspective... Details

Updated: Jul 2024

2024 Midyear Outlook - Long-term perspective on markets and economies (No Funds Version)

The 2024 Midyear Outlook report features macro, equity, and fixed income themes from the perspective... Details

Updated: Jul 2024

2024 Outlook - Long-term perspective on markets and economies (AF Version)

The 2024 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

Updated: Jan 2024

2024 Outlook - Long-term perspective on markets and economies (No Funds Version)

The 2024 Outlook report features macro, equity, and fixed income themes from the perspectives of var... Details

Updated: Jan 2024

2024 Q1 World Markets Review

2024 Q1 World Markets Review Details

Updated: Apr 2024

Not available to order

2024 Q3 World Markets Review

2024 Q3 World Markets Review Details

Updated: Oct 2024

Not available to order

30-60-90 plan for new financial advisory clients

Template for a document that advisors give to new clients during onboarding. Depicts what to expect in the first 30, 60 and 90 day... Details

Updated: Oct 2024

Max: 50

3Q-2024 Quarterly Statistical Update

Provides one-, five-, 10-year annualized returns for A and C shares (with and without a sales charge) and F and 529 shares, as well as Lipper and Morningstar rankings. Must accompany literature containing prior-dated sta... Details

Updated: Nov 2024

3Q24 - Model Commentary PDF_Letter — American Funds Model Portfolios

A quarterly commentary and update, along with standardized results, on the American Funds Model Portfolios Details

Updated: Oct 2024

4 ways to stay calm when markets stumble

The coronavirus market correction might tempt nervous investors to abandon the stock market. This PDF for advisors and investors o... Details

Updated: Mar 2020

Not available to order

5 keys to investing in 2024

Markets overcame several obstacles to generate surprisingly solid returns in 2023. But what comes next? This four-page PDF offers five keys to help investors navigate the surprises of 2024. It features commentary from Ca... Details

Updated: Jan 2024

Not available to order

ABLEAmerica Program Description

ABLEAmerica Program Description Details

Updated: Jul 2024

Max: 50

Active ETFs for the core and more

A single sheet that lists Capital Group’s ETFs, their Morningstar categories, fees and approaches. Details

Updated: Jun 2024

Max: 111

Active fixed income ETFs - A primer on what you need to know

Financial professionals are accelerating knowledge as more active ETFs come to market. Capital Group shares insights on the benefi... Details

Updated: Jul 2024

Max: 50

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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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