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General Sales Materials

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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

U.S. equity strategy guide (F-2 shares for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Oct 2024

Max: 50

U.S. equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Oct 2024

Max: 50

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 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

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

Women's financial futures - New financial philosophies taking shape post COVID-19

Wisdom of Experience - Women's financial futures: New financial philosophies taking shape post COVID... Details

Updated: Apr 2021

Not available to order

Your guide to municipal bond investing

Guide to municipal bond investing, covering market evolution, Capital Group’s distinctive investment process, the American Funds flagship muni bond fund’s detailed results over time, and other items of interest to invest... Details

Updated: Aug 2024

Your guide to talking to clients about SMAs (Edward Jones version) (Dealer Vrs - EJ) — Separately Managed Account

Designed to help Edward Jones financial advisors better understand what a separately managed account... Details

Updated: Jul 2024

Max: 10

Your guide to talking to clients about SMAs (generic version) — Separately Managed Account

For financial professionals to better understand what an SMA is and how to use it, this brochure cov... Details

Updated: Jul 2024

Not available to order

Your roadmap to moving your SIMPLE IRA

This brochure is designed to help financial professionals and retirement plan sponsors understand the requirements and timing of moving SIMPLE IRA plans. Details

Updated: Apr 2023

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.