Forms & Literature

Search Literature

Search by title, subject, literature number, fund or cover description.

Your Literature Order

You must log in to order literature.

General Sales Materials

Page: « prev  9 | 10 | 11 | 12 | [13] of 13


Enter quantities for one or more titles and click Add All to Cart.

Alphabetical

When to invest? History suggests opportunity to redeploy cash

A single sheet explaining how cash-like investment returns historically lagged stocks and bonds when the Federal Reserve was on pa... Details

Updated: Nov 2024

Where do multi-asset portfolios stand?

Capital Group’s latest portfolio construction insight on multi-asset trends in professionally managed portfolios and allocations considerations through market and sector rotations. Details

Updated: Jun 2022

Not available to order

Why retirement expectations may miss the mark

Capital Group summarizes some of the findings and insights into its ongoing program of research into retirement income trends and ... Details

Updated: Jul 2023

Not available to order

Why should plans pay 401(k) expenses with company assets?

Plan sponsors who pay 401(k) expenses with company assets may receive tax benefits and reduce fiduciary liability, while participa... Details

Updated: Jan 2024

Wisdom of Experience - Retire That Thinking - Uncovering Better Strategies for Retirement Readiness

Wisdom of Experience - Retire That Thinking: Uncovering Better Strategies for Retirement Readiness Details

Updated: Mar 2021

Not available to order

With a TPA, you can focus on what you do best (PPTPA RKD)

This single sheet highlights the benefits to financial professionals in having TPAs help manage their clients’ retirement plans. Details

Updated: May 2024

Max: 25

Women's financial futures - New financial philosophies taking shape post COVID-19

Wisdom of Experience - Women's financial futures: New financial philosophies taking shape post COVID... Details

Updated: Apr 2021

Not available to order

World Markets Review October 2024

Monthly World Markets Review Details

Updated: Nov 2024

Not available to order

Your guide to municipal bond investing

Guide to municipal bond investing, covering market evolution, Capital Group’s distinctive investment process, the American Funds flagship muni bond fund’s detailed results over time, and other items of interest to invest... Details

Updated: Aug 2024

Your guide to talking to clients about SMAs (Edward Jones version) (Dealer Vrs - EJ) — Separately Managed Account

Designed to help Edward Jones financial advisors better understand what a separately managed account... Details

Updated: Jul 2024

Max: 10

Your guide to talking to clients about SMAs (generic version) — Separately Managed Account

For financial professionals to better understand what an SMA is and how to use it, this brochure cov... Details

Updated: Jul 2024

Not available to order

Your roadmap to moving your SIMPLE IRA

This brochure is designed to help financial professionals and retirement plan sponsors understand the requirements and timing of moving SIMPLE IRA plans. Details

Updated: Apr 2023

Not available to order

Your security is our priority

Learn about the comprehensive cybersecurity measures that Capital Group Retirement Plan Services follows to align with DOL guidelines. Details

Updated: Jul 2024

Not available to order

Enter quantities for one or more titles and click Add All to Cart.

Page: « prev  9 | 10 | 11 | 12 | [13] of 13


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.

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

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.