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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: Jan 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: Mar 2023

Can I compete with confidence in today’s market? I can. (R-6) (R-6 Share 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: Aug 2023
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Alphabetical

1Q-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: Apr 2024

Not available to order

1Q-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: Apr 2024

Not available to order

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

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

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

Updated: Apr 2024

Max: 25

Updated: Aug 2023

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: Apr 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

Can I compete with confidence in today’s market? I can. (R-6) (R-6 Share 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: Aug 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 entrance into the ETF market, Capital Group's history and ... Details

Updated: Nov 2023

Capital market assumptions 2024 White Paper

Capital Group discusses long-term asset class return assumptions. Details

Updated: Feb 2024

Not available to order

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

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: Feb 2024

Max: 25

DALBAR Investing Study - A buy-and-hold strategy can serve investors well

A single sheet that uses the DALBAR study to quantify how much the average equity and fixed income investor has lagged the relativ... Details

Updated: May 2023

Defined Contribution Plans – Win and retain more plans with the art of the one-meeting close

This single sheet provides a guide to prospecting for new retirement plan business with step-by-step... Details

Updated: May 2023

Delivering Priceless Value: Sell sheet and worksheet

Delivering Priceless Value sell sheet/program guide. Details

Updated: Dec 2017

Early IRA distribution single sheet

A one-sheet reference designed to help advisors explain 72(t) payments to clients who want or need to withdraw money from their IRA(s) before age 59 and avoid an early withdrawal penalty. Details

Updated: May 2024

Not available to order

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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

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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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