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General Sales Materials

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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

A portfolio for every investor (A 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

Portfolio summary (GFPI) 1Q 2021

Portfolio summary (GFPI) 1Q 2021 Details

Updated: Apr 2021

Not available to order

PracticeLab Wealth Planning Reference Guide 2024

An overview of tax and retirement planning dates, rates and contribution limits for 2024. Details

Updated: Jan 2024

Practice Management - 21-Day Brand-Building Action Plan

This plan is a follow-up for participants in the webinar, Branding your business in today’s world. It provides steps to help imple... Details

Updated: Aug 2020

Not available to order

Practice Management - 3 Highly Effective Steps to Turbocharge Your Brand

This workbook, which accompanies the webinar, Branding your business in today’s world, highlights steps and activities to help boo... Details

Updated: Aug 2020

Not available to order

Practice Management Overview Brochure

Brochure describing Practice Management at Capital Group, including Elite Engagement, PracticeLab.com and Pathways to Growth: Advisor Benchmark Study. Learn how advisors can engage and benefit from our specialist team. Details

Updated: Oct 2023

Preparing to sell a business – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Business transitions – Planning basics for clients se... Details

Updated: Jul 2022

Prospect and grow using digital strategies - 21 Day Action Plan - Webinar version

The webinar-specific version of the resource developed by the APM team as part of its Elite Engageme... Details

Updated: Apr 2021

Not available to order

Public Version - Capital Group Equity market Insights - a brave new world

Presentation providing an overview of equity market insights. Details

Updated: Jul 2024

Not available to order

Quarterly Investment Portfolio – CG PCS Fixed Income Funds

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2024

Not available to order

(R-1 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R1 Details

Updated: May 2024

(R-2E Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R2E Details

Updated: May 2024

(R-2 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R2 Details

Updated: May 2024

(R-3 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R-3 Details

Updated: May 2024

(R-4 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R4 Details

Updated: May 2024

Max: 100

(R-5E Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R5E Details

Updated: May 2024

(R-5 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R5 Details

Updated: May 2024

The real story - Capital Group versus passive in core bonds (F-2 Share)

Single sheet that showcases the Bond Fund of America’s returns versus its two largest passive peers the BND and AGG ETFs, and intr... Details

Updated: Feb 2024

The real story - Capital Group versus passive in core bonds (A Share)

Single sheet that showcases the Bond Fund of America’s returns versus its two largest passive peers the BND and AGG ETFs, and intr... Details

Updated: Feb 2024
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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

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.