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General Sales Materials

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Estate planning – Partnering with attorney and client to conquer key process challenges

This advisor presentation describes six ways to help HNW clients navigate the estate planning proces... Details

Updated: Oct 2022

Not available to order

ETF Core Four Sales Brochure

Which Capital Group ETFs can form the core of a portfolio? This brochure introduces the concept of the core four ETFs that may help address some of the larger allocations in an investor’s portfolio. Details

Updated: Jan 2024

ETF Quarterly Newsletter — ETF Equities

This quarterly newsletter contains insights and highlights such as emerging opportunities in the ETF space, industry trends, and C... Details

Updated: Oct 2024

Max: 50

F-2 Equity Brochure - Equities - Macro, markets and actionable ideas – A brave new world (F-2 Share)

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

Updated: Oct 2024

Max: 50

Family governance – Steering clients and their families through successful transitions of wealth

This advisor presentation offers a framework for facilitating a healthy and productive family wealth... Details

Updated: Oct 2022

Not available to order

Feast of opportunities - Six future food trends

Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-... Details

Updated: May 2024

Not available to order

Financial professional year-end tactical checklists

529 and retirement plan investment portfolio checklist Details

Updated: Sep 2024

Max: 111

Five quick takes on ESG in bond investing

Five quick takes from Capital Group’s global bond investment team shine a light on environmental, social and governance (ESG) inte... Details

Updated: Sep 2024

Not available to order

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Oct 2024

Fixed Income Perspectives

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

Updated: Oct 2024

Not available to order

Fixed Income - Spotting opportunity amid uncertainty (F-2 Share)

A brochure that summarizes the actionable idea and portfolio construction portions of our Fixed Income Roadshow Deck. Details

Updated: Oct 2024

Four reasons not to fear rising interest rates

This PDF of the Capital Ideas article of the same name helps prepare financial professionals to address clients’ fears about infla... Details

Updated: Nov 2021

Not available to order

Gifting – Breaking down some basics for clients gifting to loved ones

This advisor presentation describes key financial and tax implications HNW clients should understand when considering gifting sign... Details

Updated: Oct 2022

Not available to order

Global equity strategy guide (F-2 shares for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It g... Details

Updated: Oct 2024

Max: 50

Global equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in global equity strategies. It gives an overview of the charac... Details

Updated: Oct 2024

Max: 50

A guide to American Funds at LPL Financial (Dealer Vrs - LPL)

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

Updated: Sep 2024

Max: 25

A guide to American Funds at MML Investors Services - Pursuing better outcomes for your clients

A product solution guide to the full suite of Capital Group/American Funds products available to MML... Details

Updated: Sep 2024

Max: 50

A guide to American Funds on the Wealth Management Platform at Osaic

The guide provides an overview of the investment vehicles available at Osaic. Details

Updated: Apr 2024

Max: 50

Guide to international investing - How to go global in an uncertain world

This report addresses the lagging returns in non-US markets and why international investments still belong in a well diversified p... Details

Updated: Oct 2019

Guide to market recoveries

This guide is intended to help investors navigate bear markets and early market recoveries by providing 3 facts about recoveries, 3 mistakes investors make and 3 ideas to implement in portfolios. Details

Updated: Oct 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.

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.