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General Sales Materials

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Featured

The ICA Guide (F-2 Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Mar 2024

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

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: May 2024

Morningstar’s “Thrilling 36” Article Reprint

Seven American Funds® mutual funds (at A shares) made Morningstar's 2024 "Thrilling 36" list. This piece is a reprint of the origi... Details

Updated: Oct 2024
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Alphabetical

1Q 2022 - Fixed Income Perspectives

Fixed Income Perspectives offers quarterly macro and market insights for financial professionals, from Capital Group’s fixed income team. Details

Updated: Apr 2022

Not available to order

2021 Midyear Outlook - Long-term perspective on markets and economies — American Funds Insurance Series

The 2021 Midyear Outlook report features macro, equity, and fixed income themes from the perspective... Details

Updated: Jun 2021

2023 Annual World Markets Review

2023 Annual World Markets Review Details

Updated: Jan 2024

Not available to order

2024 Midyear Outlook - Long-term perspective on markets and economies (AF Version)

The 2024 Midyear Outlook report features macro, equity, and fixed income themes from the perspective... Details

Updated: Jul 2024

2024 Midyear Outlook - Long-term perspective on markets and economies (No Funds Version)

The 2024 Midyear Outlook report features macro, equity, and fixed income themes from the perspective... Details

Updated: Jul 2024

2024 Outlook - Long-term perspective on markets and economies (AF Version)

The 2024 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

Updated: Jan 2024

2024 Outlook - Long-term perspective on markets and economies (No Funds Version)

The 2024 Outlook report features macro, equity, and fixed income themes from the perspectives of var... Details

Updated: Jan 2024

30-60-90 plan for new financial advisory clients

Template for a document that advisors give to new clients during onboarding. Depicts what to expect in the first 30, 60 and 90 day... Details

Updated: Oct 2024

Max: 50

3Q-2024 Quarterly Statistical Update

Provides one-, five-, 10-year annualized returns for A and C shares (with and without a sales charge) and F and 529 shares, as well as Lipper and Morningstar rankings. Must accompany literature containing prior-dated sta... Details

Updated: Nov 2024

Active fixed income ETFs - A primer on what you need to know

Financial professionals are accelerating knowledge as more active ETFs come to market. Capital Group shares insights on the benefi... Details

Updated: Jul 2024

Max: 50

Aging – Talking to clients about protecting their parents’ financial well-being

This advisor presentation illustrates ways to help HNW clients with aging parents when it’s time to transition care and control of... Details

Updated: Oct 2022

Not available to order

American Funds Active-Passive Model Portfolios with Vanguard at Morgan Stanley Brochure (Dealer Vrs - MS)

The brochure describes and provides some data points for the 10 American Funds Active-Passive Model ... Details

Updated: Oct 2024

Max: 10

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: Jun 2024

American Funds Model Portfolios and Portfolio Series funds rated Gold by Morningstar

A piece which lists and describes American Funds Model Portfolios and Portfolio Series funds that ar... Details

Updated: Sep 2024

Not available to order

American Funds Model Portfolios at Merrill Brochure

This brochure features all of the American Funds model portfolios available at Merrill. Details

Updated: Apr 2024

Max: 50

American Funds Model Portfolios for LPL Financial (Dealer Vrs - LPL) — American Funds Model Portfolios

The investor-facing, 4-page brochure provides an overview of the American Funds Model Portfolios ava... Details

Updated: Aug 2024

Max: 25

A-share Equity Brochure - Equities - Macro, markets and actionable ideas – A brave new world (A Share)

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

Updated: Oct 2024

Max: 50

Braving the bear

This brochure shows how staying the course through three extended bear markets of the past would have paid off for long-term investors and provides helpful ideas for weathering declines. Details

Updated: Sep 2023

Bridge to Wealth Single Sheet

Find out what tools and services Capital Group offers to help you establish or build your wealth management program. Details

Updated: Jun 2023

Business transitions – Planning basics for clients selling a business

This advisor presentation describes how to help clients who are considering transitioning their business build the right team and ... Details

Updated: Oct 2022

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, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

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.