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General Sales Materials

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Small steps can take you far - retirement enrollment meeting poster

A poster that financial professionals can fill and print to announce a retirement plan enrollment meeting date, time and location. Details

Updated: Jun 2023

Not available to order

Spanish version - “Small steps can take you far.” Enrollment guide (for deferral Plans)

Help 401(k), 403(b) and SIMPLE IRA plan participants learn about the benefits of their retirement pl... Details

Updated: Jun 2024

Standard Version - Capital Group Equity Insights - a brave new world (F-2 Share)

Presentation providing an overview of equity market insights, equity strategies at Capital Group and... Details

Updated: Jul 2024

Not available to order

Updated: Mar 2023

Stuck in Cash? History suggests opportunity

Single sheet explaining that as the Federal Reserve has ended recent rate hiking cycle, cash-like investment returns have declined... Details

Updated: Sep 2023

Tax planning and charitable deductions - What you gift – and to whom – matters

Chart to help clients understand how a donation’s tax deductibility may differ depending on the gift recipient and gift type Details

Updated: Jan 2022

Tax planning - Identifying strategies for clients in three key generations (WSP presentation)

This advisor presentation highlights key planning opportunities available under current tax law that... Details

Updated: Mar 2023

Not available to order

Think no one can beat the index? Think again. (F-3 Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: May 2024

Think no one can beat the index? Think again. (A Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: May 2024

Time-tested strategies SMA brochure — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies. Details

Updated: Jan 2024

Max: 50

Time-tested strategies SMA brochure – Merrill Lynch (Dealer Vrs - ML) — Separately Managed Account

Details on Capital Group’s equity SMA strategies available at Merrill Lynch. Details

Updated: Mar 2024

Max: 50

Time-tested strategies SMA brochure – Morgan Stanley (Dealer Vrs - MS) — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Updated: Jan 2024

Max: 50

Time-tested strategies SMA brochure – UBS (Dealer Vrs - UBS) — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Updated: Jan 2024

Max: 50

Understand your options for your retirement account

This brochure, for employees leaving their current employer, outlines the options for rolling over retirement plan proceeds. Details

Updated: May 2024
Updated: May 2024

Max: 100

Unlock a world of possibilities

This brochure highlights the importance of saving for college and outlines American Funds' offerings. Details

Updated: May 2024

Unlock a world of possibilities - CollegeAmerica 529 savings plan

Shows how CollegeAmerica is a way to help families face one of the most expensive challenges they’ll ever have: putting a child th... Details

Updated: Jun 2024

Not available to order

The Value Of Patience (A Share)

Illustrates the value of holding securities for the long term by showing our equity funds' results over 10-year calendar periods since our first fund began in 1934. Details

Updated: Mar 2023

Weather watch - Four sectors feeling the force of nature

Title: Weather watch: Four sectors feeling the force of nature Literature Description: Our investment professionals share their t... Details

Updated: Apr 2024

Not available to order

Welcome to our Series - AFTD Participant Onboarding Digital Brochure — American Funds Target Date Retirement Series

This digital brochure helps plan participants understand the distinctive features, benefits and desi... Details

Updated: Jun 2024

Not available to order

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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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