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Advisor-Only References

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Updated: Sep 2024

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

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

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 — ETF Equities

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

Updated: Jul 2024

Client conversation framework - Why you should consider moving cash off the sidelines

Client conversations guide about the potential benefits of moving out of cash. The four-box framewor... Details

Updated: Sep 2023

Not available to order

Common holdings in our funds

Quarterly common holdings comparison sheet illustrates common holdings and diversification in equity holdings, while also addressing other factors that should be considered when building a portfolio. Details

Updated: Nov 2024

Max: 25

Comprehensive support for elite RIA firms – SRM Sales sheet

Overview of the comprehensive support provided to elite RIA partner firms, including strategies and resources in the following are... Details

Updated: Jul 2024

Max: 50

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Elite Engagement Workbook

This workbook provides a valuable tool for financial advisors who participate in American Funds¿ Elite Engagement workshops. Focusing on the key attributes of Credibility, Consistency, Connection and Intent, the book ch... Details

Updated: May 2017

Not available to order

Enrollment meeting checklist - Make your enrollment meeting a success

Financial professionals can use this checklist to help them prepare for a successful enrollment meeting. Details

Updated: Oct 2024

Not available to order

Event ideas for financial advisors

Prospecting and client appreciation event ideas for financial advisors. Buckets ideas into themes and client segments. Provides details about how each event should be executed and how it might link to financial advice. Details

Updated: Jul 2024

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

Lists information alphabetically about each fund and share class, such as the fund number, Quotron s... Details

Updated: Sep 2024

Max: 25

International equity strategy guide (A-share for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Oct 2024

Max: 50

International equity strategy guide (F-2 share for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in international equity strategie... Details

Updated: Oct 2024

Max: 50

Meeting more needs with muni SMAs - Merrill (Dealer Vrs - ML) — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings at Merrill, including a range of national a... Details

Updated: Jun 2024

Max: 50

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: Aug 2024

Max: 25

Model Portfolio Services Single Sheet

A single sheet that outlines the model portfolio services available to advisors in the model portfolio resource center. Details

Updated: Jul 2024

Max: 50

Municipal bond SMAs - A discerning approach to managing risk – Morgan Stanley version (Dealer Vrs - MS) — Separately Managed Account

Overview of Capital Group’s muni SMA offering—including a range of state-focused portfolios, customi... Details

Updated: Aug 2024

Max: 50

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Online Advisor’s Guide (OAG)

Find helpful resources for our funds, such as share class pricing and details. All the information in the Advisor’s Guide, formerly a PDF of consolidated monthly results, is available on our website... Details

Updated: Apr 2021

Not available to order

Pursuing better outcomes for your clients (F-2 Share Dealer Vrs - RJ)

Raymond James and Capital Group share the pursuit of positive outcomes for investors through a broad array of investment vehicles.... Details

Updated: Aug 2024

Max: 10

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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℠ .

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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.