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General Sales Materials

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Capital Group (Environmental, Social and Governance) ESG Policy Statement

Download our ESG policy statement to learn more about how we integrate material ESG risks and opportunities into our investment ap... Details

Updated: Apr 2024

Not available to order

Capital Group ESG Global Study 2021

Capital Group surveyed more than 1,000 financial professionals around the world about their thoughts on ESG investing. See the results. Details

Updated: Nov 2021

Not available to order

Capital Group ETFs investor brochure — ETF Equities

A brochure for investors that discusses Capital Group’s investment approach, basic information about ETFs and provides an overvie... Details

Updated: Sep 2023

Capital Group SMAs Capabilities Brochure — Separately Managed Account

This advisor-facing brochure provides an overview of Capital Group's separately managed account (SMA) strategies, services and cus... Details

Updated: May 2023

Max: 25

Capital Group TCFD report - Climate-related Financial Disclosures

Capital Group’s report includes disclosures and considerations around climate-related risks and opportunities aligned to the recom... Details

Updated: Jun 2023

Not available to order

Capital Group U.S. Income and Growth (USIG) SMA Brochure - Value may not mean what you think (SMA) — Capital Group U.S. Income and Growth

The Capital Group U.S. Income and Growth SMA brochure details how the SMA focuses on growing dividen... Details

Updated: Mar 2024

Max: 50

Clean hydrogen - Opportunities beyond the hype

Clean hydrogen is expected to play a crucial role in helping heavy industry decarbonize to meet net zero targets. Our analysts exp... Details

Updated: Oct 2022

Not available to order

Client Workbook - My Best Retirement

Retirement planning workbook for financial professionals to use with clients to help pre-retirees envision life in retirement, while helping advisors gather crucial financial planning information. Details

Updated: Feb 2024

Default target date trust mapping (assumed retirement at age 65) — Capital Group Target Date Retirement Series

Guide to determine which target date trust is appropriate for a participant's retirement horizon. Details

Updated: May 2023

Max: 50

Discussing estate planning with clients who are ready to share the wealth

Advisor-facing brochure from Wealth Strategy team with tips on starting a conversation with clients who are ready to share the wea... Details

Updated: Jan 2020

Max: 50

A distinctive approach to core plus investing (F-2 Share) — American Funds Strategic Bond Fund

American Funds Strategic Bond Fund brochure showcases the fund's investment approach and track recor... Details

Updated: Apr 2024

Diversity, Equity & Inclusion and Sustainability Report | Capital Group

Download our Diversity, Equity & Inclusion and Sustainability Report to learn more about our commitment to investing in our people... Details

Updated: Jun 2023

Not available to order

Dividend growth - The special sauce of long-term investing

In this PDF of the Capital Ideas article of the same name portfolio manager Joyce Gordon details why she prefers dividend growers ... Details

Updated: Oct 2021

Not available to order

Divorce – Helping newly divorced clients cross the finish line

This advisor presentation describes ways to help divorcing clients finalize the process and prepare for their new financial and ta... Details

Updated: Oct 2022

Not available to order

Edward Jones ETF brochure (Dealer Vrs - EJ) — ETF Equities

Edward Jones advisor ETF brochure used by the salesforce to discuss ETFs and our ETF suite. Details

Updated: Aug 2023

Max: 50

Edward Jones IPC Core Portfolios Brochure (Dealer Vrs - EJ)

Reinforcing the long-term relationship of CG and EJ; and how CG and AFs work (and have worked) to help EJ advisors pursue good out... Details

Updated: Nov 2022

Max: 25

Elections come and go. Results last a lifetime. (A Share)

The presidential elections brochure uses The Investment Company of America’s 89-year history to demonstrate that a long-term inves... Details

Updated: Oct 2023

Enhancing asset allocation via multi-objective optimization

Capital Group explores building on the limitations of traditional mean-variance optimization with a multi-objective optimization a... Details

Updated: Jul 2023

Not available to order

ESG Capital Group Brochure

Learn about ESG at Capital Group and how our research-driven investment approach integrates material environmental, social and governance risks and opportunities Details

Updated: Apr 2024

Estate planning – Partnering with attorney and client to conquer key process challenges

This advisor presentation describes six ways to help HNW clients navigate the estate planning proces... Details

Updated: Oct 2022

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.

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.