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Client Education

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Featured

Invest for long-term success (F-2 Share)

Describes how American Funds has helped long term investors succeed, including the distinctive characteristics that make American ... Details

Updated: Apr 2023

Think no one can beat the index? Think again. (R-6 Share)

By reviewing results for various periods and investment scenarios, this brochure shows how the equity-focused American Funds have ... Details

Updated: Jan 2024

Understand market volatility (Trifold brochure - English)

This brochure explains how investing with a long-term focus can help retirement plan participants pursue their retirement goals. Details

Updated: Apr 2023

Keys to Prevailing through stock market declines (F-2 Share)

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Apr 2024

Reasons to consider increasing your contributions (Trifold brochure - English)

This brochure encourages retirement plan participants to increase the amount they are saving for retirement. Details

Updated: Apr 2023
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Alphabetical

4 ways to stay calm when markets stumble

The coronavirus market correction might tempt nervous investors to abandon the stock market. This PDF for advisors and investors o... Details

Updated: Mar 2020

Not available to order

529 employer-sponsored handbill

This "leave behind" handbill is intended for employers to share with their employees as a payroll stuffer, mailer, or other use. It highlights the benefits of investing in an employer-sponsored 529 plan. Details

Updated: May 2022

529 Payroll Deduction Program Highlights

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

Updated: Apr 2023

Not available to order

Active management plays an important role in 401(k) plans

Authored by Groom Law Group, funded by Capital Group, this white paper highlights the differences between active versus passive fu... Details

Updated: Sep 2022

AFTD Allocation of the Underlying American Funds (R-6 Share) — American Funds Target Date Retirement Series

This quarterly updated participant communication specifies the underlying fund allocations of each t... Details

Updated: Apr 2024

Aging parents - Discussion checklist - HNW Investor SS

This single sheet will assist advisors in client conversations on Aging parents (checklist). This is a supplemental to a separate ... Details

Updated: Jun 2022

Not available to order

American Funds®/PMC Active Income Portfolios

Active Income: Seven mutual fund portfolios focused on income and longevity Details

Updated: Aug 2023

Max: 25

American Funds Managed Portfolios — American Funds Model Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors... Details

Updated: Apr 2023

Annual reports for the year ended July 31, 2023

Yearly report of fund's financial condition that must be distributed to shareholders under SEC regulations. Includes list of hold... Details

Updated: Sep 2023

Answers to your 5 biggest interest rate and bond questions

A Q&A style Capital Ideas piece on our fixed income leaders' interest rate and bond market outlook, which explains how advisors c... Details

Updated: Apr 2020

Not available to order

Asking the right questions about your estate plan following a divorce

Client-facing brochure from Wealth Strategy team with tips on starting a conversation with newly divorced clients through the esta... Details

Updated: May 2020

Not available to order

Availability of American Funds in DC Recordkeeping Platforms

Availability of the American Funds in DC Recordkeeping Platforms one pager identifies recordkeepers who offer access to American ... Details

Updated: May 2023

Max: 25

Availability of American Funds in DC Recordkeeping Platforms (NMIS) (Dealer Vrs - NMIS)

Availability of the American Funds in DC Recordkeeping Platforms one pager identifies recordkeepers... Details

Updated: May 2023

Max: 25

Beneficiary Claim Information

This brochure can be provided to IRA and retirement plan account beneficiaries during the claims process. It discusses account options and distribution rules. If the account owner passed away prior to 1/1/2020 (for IRAs and non-governmental plans) or prior to 1/1/2022 (for governmental plans), refer to the Understand your alternatives during this time of change... Details

Updated: Mar 2023

Not available to order

Built on a strong foundation - A closer look at our active underlying funds (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores the actively managed funds underlying the American Funds Target Date Retireme... Details

Updated: Feb 2024

Not available to order

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

This brochure is intended to serve as an all-in-one look at the 401(k) retirement plan services offe... Details

Updated: Aug 2023
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The Capital Advantage — More From the Core

This white paper addresses how investors should screen for equity funds that can be more beneficial to their investment strategy t... Details

Updated: Jun 2017

Client checklist - What your executor needs to know

This handout is designed for advisors to be able to share with clients so that they can organize information and documents needed ... Details

Updated: Jun 2022

Not available to order

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

CollegeAmerica - Combining tax planning and 529 education savings plans

This client-facing single sheet explains and illustrates potential estate planning benefits of 529 college savings plans. Details

Updated: Feb 2024
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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.

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.

American Funds Distributors, Inc., member FINRA.

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.

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