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Nationwide 5 Pack, Single Sheet

This is a quarterly overview of portfolios that can be constructed at Nationwide using AFIS funds. This overview shows the asset mix of each portfolio and includes an ADA text description for the charts. Details

Updated: Jun 2024

Max: 50

One fund. Many benefits. – AFTD participant brochure (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Feb 2024

Not available to order

One fund. Many benefits. – AFTD participant pamphlet — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Dec 2023

One fund. Many benefits. – AFTD participant pamphlet (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Feb 2024

One fund. Many benefits. – CGTD participant PPT

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Dec 2023

Not available to order

Our approach to investment stewardship

An in-depth report on our investment stewardship that demonstrates our commitment to our engagement and proxy voting activities. Details

Updated: May 2024

Not available to order

Parenthood – Starting the estate planning conversation with new parents

This advisor presentation outlines some estate plan basics that clients should consider, including key documents, roles and respon... Details

Updated: Oct 2022

Not available to order

Parents Important estate planning considerations for parents

Client-facing brochure from the Wealth Strategist team. This investor-facing piece introduces new parents to the estate planning t... Details

Updated: Aug 2020

Not available to order

Pathways to Growth - 2023 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand how practice management behaviors drive busin... Details

Updated: Aug 2023

Pathways to Growth - 2024 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand the individual skills that drive business gro... Details

Updated: May 2024

PC/AFMP Speaker Presentation “Grow your practice with model portfolios” 3Q-4Q21

This presentation discusses Capital Group's philosophy on portfolio construction and model portfolios, stressing our objective-bas... Details

Updated: Feb 2022

Not available to order

Philanthropy – Helping clients optimize their charitable giving strategy

This advisor presentation provides a framework to help HNW clients identify giving strategies that can meet both their charitable ... Details

Updated: Oct 2022

Not available to order

PlanPremier-Bundled Sample Proposal (PP Bundled)

This proposal book, customized for your prospective client, includes the important details of their American Funds PlanPremier-Bun... Details

Updated: Jun 2024

Not available to order

PlanPremier-TPA Sample Proposal (PPTPA)

This proposal book, customized for your prospective client, includes the important details of their American Funds PlanPremier-TPA retirement plan, including service, investments, participant education and pricing. Details

Updated: Jun 2024

Plan your journey to retirement - presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Mar 2024

Not available to order

Plan your journey to retirement - presentation (SIMPLE IRA)

This presentation is designed to help financial professionals lead educational and enrollment workshops for SIMPLE IRA retirement ... Details

Updated: Mar 2024

Not available to order

Portfolio characteristics - Portfolio Summary (USC) 1Q 2021

Portfolio characteristics - Portfolio Summary (USC) 1Q 2021 Details

Updated: Apr 2021

Not available to order

Portfolio characteristics — Portfolio summary USCP 4Q20- Single Sheet

Portfolio characteristics — Portfolio summary USCP 3Q20- Single Sheet Details

Updated: Jan 2021

Not available to order

Portfolio Construction Insights_brochure

Portfolio Construction Insights brochure on equity and fixed income, including industry research, Capital’s direct analysis of adv... Details

Updated: May 2024

Max: 5

Portfolio Construction Insights_Takeaway

An abbreviated version of the Portfolio Construction Insights brochure on equity and fixed income, including industry research, Ca... Details

Updated: May 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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As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.