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General Sales Materials

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F-2 Equity Brochure - Equities - Macro, markets and actionable ideas – A brave new world (F-2 Share)

Presentation providing an overview of equity market insights, equities at Capital Group and actionab... Details

Updated: Apr 2024

Max: 50

Family governance – Steering clients and their families through successful transitions of wealth

This advisor presentation offers a framework for facilitating a healthy and productive family wealth... Details

Updated: Oct 2022

Not available to order

Financial professional year-end tactical checklist

529 and retirement plan investment portfolio checklist Details

Updated: Sep 2023

Max: 111

Five quick takes on ESG in bond investing

Five quick takes from Capital Group’s global bond investment team shine a light on environmental, social and governance (ESG) inte... Details

Updated: Feb 2023

Not available to order

Fixed income - Explore Capital Group's core bond offering. (F-2 Share) — The Bond Fund of America

The Bond Fund of America brochure showcases the fund's investment approach and track record. Details

Updated: Apr 2024

Fixed Income Perspectives - Brochure January 2022

Fixed Income Perspectives offers quarterly macro and market insights for financial professionals, from Capital Group's fixed incom... Details

Updated: Jan 2022

Not available to order

Fixed Income - Spotting opportunity amid uncertainty (F-2 Share)

A brochure that summarizes the actionable idea and portfolio construction portions of our Fixed Income Roadshow Deck. Details

Updated: Apr 2024

Fixed Income - A True Core approach

This paper discusses The Bond Fund of America's strategy as a Core bond fund. It highlights that valuations are stretched, making an allocation to Core fund important for equity diversification. Details

Updated: Aug 2020

Not available to order

Four reasons not to fear rising interest rates

This PDF of the Capital Ideas article of the same name helps prepare financial professionals to address clients’ fears about infla... Details

Updated: Nov 2021

Not available to order

Gifting – Breaking down some basics for clients gifting to loved ones

This advisor presentation describes key financial and tax implications HNW clients should understand when considering gifting sign... Details

Updated: Oct 2022

Not available to order

A guide to American Funds at LPL Financial (Dealer Vrs - LPL)

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

Updated: Apr 2024

Max: 25

A guide to American Funds at MML Investors Services - Pursuing better outcomes for your clients

A product solution guide to the full suite of Capital Group/American Funds products available to MML... Details

Updated: Mar 2024

Max: 50

A guide to American Funds on the Wealth Management Platform at Osaic

The guide provides an overview of the investment vehicles available at Osaic. Details

Updated: Apr 2024

Max: 50

Guide to international investing - How to go global in an uncertain world

This report addresses the lagging returns in non-US markets and why international investments still belong in a well diversified p... Details

Updated: Oct 2019

Guide to investing in an election year

When it comes to investing, how much do presidential elections matter? This eight-page PDF report analyzes 90 years of data across 23 election cycles to address top advisor questions about investing in an election year. Details

Updated: Jan 2024

Guide to market recoveries

This guide is intended to help investors navigate bear markets and early market recoveries by providing 3 facts about recoveries, 3 mistakes investors make and 3 ideas to implement in portfolios. Details

Updated: Jul 2023

Helping clients optimize their charitable giving strategy

Advisor-facing brochure from Wealth Strategy team with tips on starting a conversation with clients to help them understand differ... Details

Updated: Jan 2020

Max: 50

Helping your clients navigate the financial complexities of receiving an inheritance

Advisor-facing brochure from Wealth Strategy team with tips on starting a conversation with clients ... Details

Updated: Jan 2020

Max: 50

Highlighting 2023’s key investment themes in Capital Group ETFs — ETF Equities

Where are some of the Capital Group’s investment team key themes for 2023 in Capital Group ETFs? Thi... Details

Updated: Apr 2023

Historical fund allocations for American Funds Model Portfolios — American Funds Model Portfolios

This brochure details the initial allocations and all subsequent reallocations for the American Fund... Details

Updated: Apr 2024

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.