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General Sales Materials

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A portfolio for every investor (A 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

Practice Management Overview Brochure

Brochure describing Practice Management at Capital Group, including Elite Engagement, PracticeLab.com and Pathways to Growth: Advisor Benchmark Study. Learn how advisors can engage and benefit from our specialist team. Details

Updated: Oct 2023

The real story - Capital Group versus passive in core bonds (A Share)

Single sheet that showcases the Bond Fund of America’s returns versus its two largest passive peers the BND and AGG ETFs, and intr... Details

Updated: Feb 2024

Reasons to diversify

Reinforces the importance of having a diversified portfolio. Shows the best performing asset class for each of the last 10 years. Details

Updated: Jul 2024

RecordkeeperDirect Sample Proposal (RKD)

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

Updated: Aug 2024

Remarriage – Preparing clients for better and for worse

This advisor presentation highlights nine financial and estate planning pitfalls common with an “other than first” marriage or a b... Details

Updated: Oct 2022

Not available to order

Updated: Nov 2024

Resource Guide (A Share)

A comprehensive quarterly guide to the American Funds. Details

Updated: Mar 2024

Max: 1

Retirement Redefined research report

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Details

Updated: Oct 2021

Retirement Redefined research report -- Edward Jones

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Financi... Details

Updated: Dec 2021

RKD e-distributions – Take advantage of a better withdrawal process online (RKD)

This single sheet highlights key benefits and features of the e-distribution services available for ... Details

Updated: Aug 2024

Not available to order

Roth vs. pretax contributions (Trifold brochure - Spanish)

This brochure helps retirement plan participants understand the differences between Roth and pretax contributions. Details

Updated: Jun 2024

SECURE 2.0 - More of a good thing

This brochure explains some of the key provisions of the SECURE 2.0 Act and provides our perspective of the potential impacts. Details

Updated: Sep 2023

September 2024 Allocation update – Capital Group Active-Passive Tax-Aware Models

The allocation bulletin highlights key investment themes and includes the most recent allocation cha... Details

Updated: Sep 2024

Not available to order

Social Security and the Retirement You Envision (Sales Brochure)

This Investor sales brochure on Social Security to be presented by a Capital Group sales force member. Investor email invitation t... Details

Updated: Oct 2023

Not available to order

Spanish version - “Small steps can take you far.” Enrollment guide (for deferral Plans)

Help 401(k), 403(b) and SIMPLE IRA plan participants learn about the benefits of their retirement pl... Details

Updated: Sep 2024

Tax planning - Identifying strategies for clients in three key generations (WSP presentation)

This advisor presentation highlights key planning opportunities available under current tax law that... Details

Updated: Mar 2023

Not available to order

Time-tested strategies SMA brochure — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies. Details

Updated: Jan 2024

Max: 50

Time-tested strategies SMA brochure – Merrill Lynch (Dealer Vrs - MS) — Separately Managed Account

Details on Capital Group’s equity SMA strategies available at Merrill Lynch. Details

Updated: Jul 2024

Max: 50

Time-tested strategies SMA brochure – Morgan Stanley (Dealer Vrs - MS) — Separately Managed Account

Lifetime results, customization capabilities and more on Capital Group’s equity SMA strategies avail... Details

Updated: Jul 2024

Max: 50

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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.