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General Sales Materials

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RIA Resource Guide brochure

This RIA Resource Guide provides an overview of the resources American Funds offers advisors who recently transitioned or are considering moving to an RIA business model, including key contacts, investment solutions and ... Details

Updated: Mar 2024

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: Mar 2023

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: Apr 2023

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

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: Jun 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 - ML) — Separately Managed Account

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

Updated: Mar 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: Jan 2024

Max: 50

Time-tested strategies SMA brochure – UBS (Dealer Vrs - UBS) — Separately Managed Account

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

Updated: Jan 2024

Max: 50

The Value Of Patience (A Share)

Illustrates the value of holding securities for the long term by showing our equity funds' results over 10-year calendar periods since our first fund began in 1934. Details

Updated: Mar 2023

Weather watch - Four sectors feeling the force of nature

Title: Weather watch: Four sectors feeling the force of nature Literature Description: Our investment professionals share their t... Details

Updated: Apr 2024

Not available to order

Welcome to our Series - AFTD Participant Onboarding Digital Brochure — American Funds Target Date Retirement Series

This digital brochure helps plan participants understand the distinctive features, benefits and desi... Details

Updated: Jun 2024

Not available to order

What a ride! A market cycle condensed into just 2 years (F-2 Share)

In this equity piece, we analyze Capital Group's equity-focused mutual funds through the past two years. We refer to this two-year... Details

Updated: Mar 2024

What now? Prioritize client goals

Capital’s latest portfolio construction insights on growth and value allocations and how you can focus on client goals through market uncertainty. Details

Updated: Oct 2022

Not available to order

What to think about before leaping into a pooled employer plan

This brochure offers financial professionals an introduction to pooled employer plans and can help them choose the best solution f... Details

Updated: Jul 2024

Not available to order

Where do multi-asset portfolios stand?

Capital Group’s latest portfolio construction insight on multi-asset trends in professionally managed portfolios and allocations considerations through market and sector rotations. Details

Updated: Jun 2022

Not available to order

Why Active ETFs May Help Create Greater Tax Efficiency reprint — ETF Equities

Active ETFs are growing in popularity. Why? This brochure goes into detail. Details

Updated: Dec 2023

Why Dividends Matter More Than You Think

Capital Group’s latest portfolio construction insight on why financial professionals should consider dividend payers for different... Details

Updated: Apr 2022

Wisdom of Experience - Retire That Thinking - Uncovering Better Strategies for Retirement Readiness

Wisdom of Experience - Retire That Thinking: Uncovering Better Strategies for Retirement Readiness Details

Updated: Mar 2021

Not available to order

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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.