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General Sales Materials

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Know Your IRA Options

An educational brochure that discusses the IRA alternatives (Roth and Traditional) to help investors decide which type of IRA to choose. Details

Updated: Mar 2024

Life and career transitions – Guiding clients toward their best retirement (while building your business)

This advisor presentation outlines seven ways to guide high net worth clients toward a fulfilling re... Details

Updated: Oct 2022

Not available to order

Long-Term Investors Can Weather Market Declines

Single sheet showing the intrayear highs and lows of the S&P 500 over the past 70 years from 1951 through 2022. Details

Updated: May 2024

The Long View - 4 megatrends to watch

In this report, members of our investment team explore the future of tech, health care, trade and food. Each of these four long-term trends has the potential to transform multiple industries and create new opportunities ... Details

Updated: Mar 2024

Lose the lap, win the race (F-2 Share)

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Feb 2024

Lose the lap, win the race (A Share)

Fact sheet discussing the benefits of taking a long-term approach with equity funds. Details

Updated: Feb 2024

LPL Research American Funds Active Core portfolios (Dealer Vrs - LPL)

The investor-facing single sheet provides an overview of LPL Research American Funds Active Core portfolios and recent fund alloca... Details

Updated: Mar 2024

Max: 50

LPL SMS Co-Branded Brochure (Dealer Vrs - LPL)

Co-branded brochure highlights the combination of LPL 3(38) services and Capital Group recordkeeping solutions. Details

Updated: Jul 2024

Max: 25

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Making Portfolios Personal - Portfolio Construction Guide

This brochure highlights Capital Group’s approach to portfolio construction, including how objective-based investing and bro... Details

Updated: Apr 2019

Making Portfolios Personal - Portfolio Consulting and Analytics - Brochure

An overview of our Portfolio Consulting and Analytics services, including personal consultations, portfolio analysis and ongoing e... Details

Updated: Apr 2024

Market opportunities - A guide for Edward Jones key leaders (Dealer Vrs - EJ)

Market opportunities guide for Edward Jones financial advisors, highlighting the educational and practice-management programs CG o... Details

Updated: Jun 2024

Max: 25

Meeting more needs with muni SMAs — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings, including a range of national and state-focused strategies, and availabl... Details

Updated: Jun 2024

Max: 10

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: Apr 2024

Max: 25

Models Allocation Dealer Bulletin_UBS Version (Dealer Vrs - UBS) — American Funds Model Portfolios

This piece details the July 2022 updates to American Funds multi-fund investment vehicles. Details

Updated: Aug 2022

Not available to order

Morningstar’s “Thrilling 30” Article Reprint

Seven American Funds® mutual funds made Morningstar's 2023 "Thrilling 30" list. We’ve purchased licensing rights and added investm... Details

Updated: Nov 2023

MSI Brochure 5-Year Redesign — American Funds Multi-Sector Income Fund

The brochure has been updated to include 5-year returns and discuss how the fund models the Capital fixed income approach of balan... Details

Updated: Apr 2024

Municipal bond SMAs - A discerning approach to managing risk — Separately Managed Account

Overview of Capital Group’s muni SMA offering—including a range of state-focused portfolios, customi... Details

Updated: Aug 2023

Max: 50

Muni curve inversion - A challenge for the laddered portfolio

In late 2022, shorter term municipal bond yields rose higher than some longer term yields. This is problematic for laddered portfo... Details

Updated: Jun 2023

Max: 50

Mythbusted - Active ETFs can be as tax efficient as passive ETFs — ETF Equities

A common myth is ETFs are more tax efficient because they are mostly passively managed. This article... Details

Updated: Feb 2023

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Updated: Jan 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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