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General Sales Materials

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Can midterm elections move markets? 5 charts to watch

In this PDF of the Capital Ideas article of the same name we examine 90 years of data to uncover how markets have reacted to elect... Details

Updated: Sep 2022

Not available to order

The Capital Advantage - Equity-focused mutual funds with index-beating lifetime results (A Share)

This chart shows how our 20 equity-focused American Funds have performed relative to their relevant ... Details

Updated: Mar 2024

Capital Group Active-Passive Model Portfolios Commentary_3Q24

The quarterly commentary letter for the Capital Group Active-Passive model portfolios details a brief market recap, model results ... Details

Updated: Oct 2024

Max: 50

Capital Group CEO Tim Armour On Weathering The Coronavirus

Capital Group Chairman Tim Armour responds to questions about the recent market reaction to the coronavirus and what Capital is d... Details

Updated: Apr 2020

Not available to order

Capital Group (Environmental, Social and Governance) ESG Policy Statement

Download our ESG policy statement to learn more about how we integrate material ESG risks and opportunities into our investment ap... Details

Updated: Sep 2024

Not available to order

Capital Group ESG Global Study 2024

Download Capital Group’s ESG Global Study. Explore AI use in ESG data analysis, why data, energy and labor rights are material AI-related ESG risks, and how multi-thematic sustainable investment funds are getting popular... Details

Updated: Oct 2024

Capital Group ETFs investor brochure — ETF Equities

A brochure for investors that discusses Capital Group's investment approach, basic information about ETFs and provides an overview... Details

Updated: Jul 2024

Capital Group SMAs Capabilities Brochure — Separately Managed Account

This advisor-facing brochure provides an overview of Capital Group's separately managed account (SMA) strategies, services and cus... Details

Updated: Aug 2024

Max: 25

Capital Group TCFD report - Climate-related reporting

Capital Group TCFD report: Climate-related reporting Discover how we integrate climate change considerations into our investment p... Details

Updated: Jun 2024

Not available to order

Capital Group U.S. Income and Growth (USIG) SMA Brochure - Value may not mean what you think (SMA) — Capital Group U.S. Income and Growth

The Capital Group U.S. Income and Growth SMA brochure details how the SMA focuses on growing dividen... Details

Updated: Mar 2024

Max: 50

Client Workbook - My Best Retirement

Retirement planning workbook for financial professionals to use with clients to help pre-retirees envision life in retirement, while helping advisors gather crucial financial planning information. Details

Updated: Feb 2024

Default target date trust mapping (assumed retirement at age 65) — Capital Group Target Date Retirement Series

Guide to determine which target date trust is appropriate for a participant's retirement horizon. Details

Updated: May 2024

Max: 50

A distinctive approach to core plus investing (F-2 Share) — American Funds Strategic Bond Fund

American Funds Strategic Bond Fund brochure showcases the fund's investment approach and track recor... Details

Updated: Oct 2024

Diversity, Equity & Inclusion and Sustainability Report: Improving lives for generations : Sales Brochure 2024

Download our Diversity, Equity & Inclusion and Sustainability Report to learn more about our commitm... Details

Updated: Aug 2024

Not available to order

Dividend growth - The special sauce of long-term investing

In this PDF of the Capital Ideas article of the same name portfolio manager Joyce Gordon details why she prefers dividend growers ... Details

Updated: Oct 2021

Not available to order

Edward Jones ETF brochure (Dealer Vrs - EJ)

Edward Jones advisor ETF brochure used by the salesforce to discuss ETFs and our ETF suite. Details

Updated: Sep 2024

Max: 50

Edward Jones IPC Core Portfolios Brochure (Dealer Vrs - EJ)

Reinforcing the long-term relationship of CG and EJ; and how CG and AFs work (and have worked) to help EJ advisors pursue good out... Details

Updated: Nov 2022

Max: 25

Elections come and go. Results last a lifetime. (A Share)

The Presidential Elections brochure uses ICA's 89-year history to demonstrate that despite the uncertainty and negative rhetoric t... Details

Updated: Sep 2024

Enhancing asset allocation via multi-objective optimization

Capital Group explores building on the limitations of traditional mean-variance optimization with a multi-objective optimization a... Details

Updated: Jul 2023

Not available to order

ESG Capital Group Brochure

Learn about ESG at Capital Group and how our research-driven investment approach integrates material environmental, social and governance risks and opportunities Details

Updated: Aug 2024
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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.

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