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General Sales Materials

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Institutional Investor article "This new bond leader doesn't have a king"

A grueling environment for fixed income hasn’t stopped Capital Group’s actively managed bond funds from attracting twice as many a... Details

Updated: Apr 2023

Not available to order

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 – Edward Jones (A Share)

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

Updated: Apr 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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Making Portfolios Personal - Portfolio Construction Guide

This brochure highlights Capital Group’s approach to portfolio construction, including how objective-based investing and bro... Details

Updated: Apr 2019

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: Jun 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: Apr 2024

Max: 25

Morningstar’s “Thrilling 30” Article Reprint

Seven American Funds® mutual funds made Morningstar's 2023 "Thrilling 30" list. We’ve purchased licensing rights and added investm... Details

Updated: Nov 2023

MSI Brochure 5-Year Redesign — American Funds Multi-Sector Income Fund

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

Updated: Apr 2024

Mythbusted - Active ETFs can be as tax efficient as passive ETFs — ETF Equities

A common myth is ETFs are more tax efficient because they are mostly passively managed. This article... Details

Updated: Feb 2023

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n/a - DO NOT DISPLAY Details

Updated: Jan 2024

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: Dec 2023

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: May 2024

Not available to order

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

Parents Important estate planning considerations for parents

Client-facing brochure from the Wealth Strategist team. This investor-facing piece introduces new parents to the estate planning t... Details

Updated: Aug 2020

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
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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.