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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: Oct 2024

Max: 25

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: Aug 2024

Max: 25

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

MSI Brochure 5-Year Redesign (F-2 Share) — American Funds Multi-Sector Income Fund

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

Updated: Oct 2024

n/a - DO NOT DISPLAY

n/a - DO NOT DISPLAY Details

Updated: Jan 2024

Not available to order

Updated: May 2021

Not available to order

Updated: Mar 2022

Not available to order

One fund. Many benefits. – AFTD participant pamphlet — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Aug 2024

Our approach to investment stewardship

An in-depth report on our investment stewardship that demonstrates our commitment to our engagement and proxy voting activities. Details

Updated: Sep 2024

Not available to order

Parametric SMA Brochure — Separately Managed Account

Separately managed accounts that combine active tax management from Parametric and active investing from Capital Group, using time... Details

Updated: Sep 2024

Max: 50

Parenthood – Starting the estate planning conversation with new parents

This advisor presentation outlines some estate plan basics that clients should consider, including key documents, roles and respon... Details

Updated: Oct 2022

Not available to order

Pathways to Growth - 2023 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand how practice management behaviors drive busin... Details

Updated: Aug 2023

Pathways to Growth - 2024 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand the individual skills that drive business gro... Details

Updated: May 2024

Philanthropy – Helping clients optimize their charitable giving strategy

This advisor presentation provides a framework to help HNW clients identify giving strategies that can meet both their charitable ... Details

Updated: Oct 2022

Not available to order

PlanPremier-Bundled Sample Proposal (PP Bundled)

This proposal book, which can be customized for prospective clients, includes important details on the service, investments, parti... Details

Updated: Aug 2024

Not available to order

PlanPremier-TPA Sample Proposal (PPTPA)

This proposal book, which can be customized for prospective clients, includes important details on the service, investments, participant education and pricing for Capital Group’s PlanPremier-TPA 401(k) retirement plan. Details

Updated: Aug 2024

Portfolio Construction Insights_Brochure

Portfolio Construction Insights brochure on equity and fixed income, including industry research, Capital's direct analysis of adv... Details

Updated: Nov 2024

Max: 5

Portfolio Construction Insights_Takeaways

An abbreviated version of the Portfolio Construction Insights brochure on equity and fixed income, including industry research, Ca... Details

Updated: Nov 2024

Max: 50

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
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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.