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Advisor-Only References

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Featured

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

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

Updated: Nov 2024

A retirement plan could be big for your small business

Prospecting brochure that financial professionals can use to help small-business owners understand which type of retirement plan m... Details

Updated: May 2024

Can I compete with confidence in today’s market? I can. (R-6) (PP Bundled PPTPA RKD)

This brochure offers an all-in-one look at the 401(k) retirement plan services offered by Capital Gr... Details

Updated: Dec 2024
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Alphabetical

4Q-2024 Quarterly Attribution Report (4 Share) — American Funds Insurance Series - Target Date Series

The quarterly attribution reports provide detailed descriptions of the portfolio's quarterly results... Details

Updated: Jan 2025

Not available to order

4Q-2024 Quarterly Attribution Report — Capital Group Target Date Retirement Series

The quarterly attribution reports provide detailed descriptions of the portfolio's quarterly results... Details

Updated: Jan 2025

Not available to order

4Q-2024 Quarterly Attribution Report (ETF) — Capital Group Core Balanced ETF

The quarterly attribution reports provide detailed descriptions of the portfolio’s quarterly results... Details

Updated: Jan 2025

Not available to order

4Q-2024 Quarterly Attribution Report (ETF) — Capital Group Core Bond ETF

The quarterly attribution reports provide detailed descriptions of the portfolio’s quarterly results relative to its benchmark(s),... Details

Updated: Jan 2025

Not available to order

4Q-2024 Quarterly Attribution Report (ETF) — Capital Group Dividend Growers ETF

The quarterly attribution reports provide detailed descriptions of the portfolio's quarterly results... Details

Updated: Jan 2025

Not available to order

4Q-2024 Quarterly Attribution Report (ETF) — Capital Group International Equity

The quarterly attribution reports provide detailed descriptions of the portfolio's quarterly results... Details

Updated: Jan 2025

Not available to order

4Q-2024 Quarterly Attribution Report (ETF) — Capital Group Short Duration Municipal Income ETF

The quarterly attribution reports provide detailed descriptions of the portfolio’s quarterly results... Details

Updated: Jan 2025

Not available to order

4Q-2024 Quarterly Statistical Update (R-6 Share)

Provides one-, five-, 10-year and lifetime annualized returns for Class R6 Details

Updated: Jan 2025

529 Payroll Deduction Program Highlights

A single-sheet highlighting the benefits of employer-sponsored 529 plans, designed for use with employers. Details

Updated: May 2024

Not available to order

Advisor Portfolio Insights for Edward Jones (PC Insights brochure) A Share (A Share Dealer Vrs - EJ)

Using data from a variety of sources, this brochure provides portfolio insights, implications, and i... Details

Updated: Jan 2024

American Funds Model Portfolios at Morgan Stanley (Dealer Vrs - MS F-2 Share) — American Funds Model Portfolios

This brochure features a deeper experience of the active American Funds Model Portfolios available a... Details

Updated: Nov 2024

Max: 25

Updated: Feb 2025

Max: 50

American Funds solutions for Edward Jones - Large-cap funds (Dealer Vrs - EJ)

The equity-focused funds from American Funds, by Capital Group, within the large-cap sleeve of Edward Jones’ IPC guidelines vary w... Details

Updated: May 2024

Annual N-CSR for the year ended December 31, 2024 (AFIS)

The annual N-CSR contains the financial statements and financial highlights, including the schedule of investments for the fiscal ... Details

Updated: Feb 2025

Max: 10

Business planning blueprint for financial advisors

A workbook to help your team identify, clarify, map and be accountable for annual and long-term business goals. Details

Updated: Oct 2023

Can I compete with confidence in today’s market? I can. (R-6) (PP Bundled PPTPA RKD)

This brochure offers an all-in-one look at the 401(k) retirement plan services offered by Capital Gr... Details

Updated: Dec 2024

Capital Group Elite Engagement - Where your best people meet our best thinking

Brochure describing the Elite Engagement practice management program, which allows advisors to partner with Capital Group experts ... Details

Updated: Dec 2023

Capital Group ETFs - Strategies designed to strengthen portfolios where it matters most - Sales Brochure

A brochure that discusses Capital Group's history and goes into detail on Capital Group's 21 active ... Details

Updated: Dec 2024

CARES SECURE Amendments Cover Letter

Letter sent to plan sponsors with the CARES Act and SECURE Act Basic Plan Amendments. Details

Updated: Aug 2023

Not available to order

CARES SECURE Amendments Financial Professional Cover Letter

Letter sent to financial professionals to inform them of information sent to plan sponsors for the CARES Act and SECURE Act Amendm... Details

Updated: Aug 2023

Not available to order

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Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.

Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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