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General Sales Materials

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Hidden asset no more? Why evaluating human capital matters

Learn more about how labor relations and other aspects of human capital can drive value creation and destruction in companies. Details

Updated: Sep 2024

Not available to order

Historical fund allocations for American Funds Model Portfolios

This brochure details the initial allocations and all subsequent reallocations for the American Funds Model Portfolios. Details

Updated: Sep 2024

Not available to order

How Client Accounts can help you manage your book of business

Learn more about how Client Accounts can help you serve your clients and manage your book of business, including a list of transac... Details

Updated: Sep 2024

Not available to order

How elections move markets in 5 charts

How important is the 2024 U.S. presidential election to portfolios? We dug through more than 90 years of data to identify five ways elections have moved markets. Details

Updated: Aug 2024

Not available to order

How resiliency and consistency have led to greater wealth creation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group discusses upside potential and downside resilience tradeoffs and how the American Fund... Details

Updated: Nov 2024

Not available to order

How-to guide for ETF due diligence — ETF Equities

A navigation guide to gain practical insights for aligning ETF selection with investors’ longterm goals. Traditional evaluations c... Details

Updated: Nov 2024

Max: 50

How to Handle Market Declines - Retirement Plan Participants

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Jun 2024

Not available to order

How to take money out of your 529

Share this single sheet with 529 investors when they have questions about how to take a distribution from their CollegeAmerica® accounts. Details

Updated: Jul 2024

Max: 25

How to talk to clients about Bitcoin

This PDF of the Capital Ideas article of the same name helps prepare financial professionals to educate clients about the potential risks associated with cryptocurrencies such as Bitcoin. Details

Updated: Sep 2021

Not available to order

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

The ICA Guide (A 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

Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for a Traditional IRA, Roth IRA, Coverdell Education Savings Acc... Details

Updated: Mar 2021

Not available to order

International equity strategy guide (A-share for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Oct 2024

Max: 50

International equity strategy guide (F-2 share for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Oct 2024

Max: 50

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

Investor Reference Guide

Introduces new investors to American Funds services and serves as a reference guide for advisors and current investors. Note: Automatically included with confirmation statements for newly-established accounts. Details

Updated: Jan 2022

Max: 10

IPC Balanced brochure for Edward Jones advisors (Dealer Vrs - EJ)

This IPC Foundations brochure for Edward Jones advisors focuses on how to use funds in the Edward Jones balanced fund category wit... Details

Updated: Aug 2023

Keys to Prevailing through stock market declines (A Share)

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Sep 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

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
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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.