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General Sales Materials

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How Client Accounts can help you manage your book of business

Learn more about how Client Accounts can help you serve your clients and manage your book of business, including a list of transac... Details

Updated: Mar 2023

Not available to order

How elections move markets in 5 charts

This article covers how important is the 2020 U.S. presidential election to investment portfolios? We dug through 85 years of election data to identify five ways that elections move markets. Details

Updated: Oct 2020

Not available to order

How resiliency and consistency have led to greater wealth creation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group discusses upside potential and downside resilience tradeoffs and how the American Fund... Details

Updated: Feb 2024

Not available to order

How to handle market declines _RP participant version

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Mar 2022

Not available to order

How to talk to clients about Bitcoin

This PDF of the Capital Ideas article of the same name helps prepare financial professionals to educate clients about the potential risks associated with cryptocurrencies such as Bitcoin. Details

Updated: Sep 2021

Not available to order

How to withdraw money from your 529

Share this single sheet with 529 investors when they have questions about how to withdraw money from their CollegeAmerica® accounts. Details

Updated: Nov 2022

The ICA Guide (F-2 Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Mar 2024

The ICA Guide (A Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Mar 2024

Implementation guide: Global investing in an uncertain world - HNW version

This HNW branded landscape style brochure highlights what we believe are some major themes in global and international investing i... Details

Updated: Jul 2020

Not available to order

Information on American Funds Payroll Deduction Savings Programs

Contains information on how to establish a payroll deduction plan for a Traditional IRA, Roth IRA, Coverdell Education Savings Acc... Details

Updated: Mar 2021

Not available to order

Institutional Investor article "This new bond leader doesn't have a king"

A grueling environment for fixed income hasn’t stopped Capital Group’s actively managed bond funds from attracting twice as many a... Details

Updated: Apr 2023

Not available to order

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: May 2024

Investor Reference Guide

Introduces new investors to American Funds services and serves as a reference guide for advisors and current investors. Note: Automatically included with confirmation statements for newly-established accounts. Details

Updated: Jan 2022

Max: 10

IPC Balanced brochure for Edward Jones advisors (Dealer Vrs - EJ)

This IPC Foundations brochure for Edward Jones advisors focuses on how to use funds in the Edward Jones balanced fund category wit... Details

Updated: Aug 2023

Keys to Prevailing through stock market declines – Edward Jones (A 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

Life and career transitions – Guiding clients toward their best retirement (while building your business)

This advisor presentation outlines seven ways to guide high net worth clients toward a fulfilling re... Details

Updated: Oct 2022

Not available to order

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Making Portfolios Personal - Portfolio Construction Guide

This brochure highlights Capital Group’s approach to portfolio construction, including how objective-based investing and bro... Details

Updated: Apr 2019

Making Portfolios Personal - Portfolio Consulting and Analytics - Brochure

An overview of our Portfolio Consulting and Analytics services, including personal consultations, portfolio analysis and ongoing e... Details

Updated: Apr 2024

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: Apr 2024

Max: 25

Morningstar’s “Thrilling 30” Article Reprint

Seven American Funds® mutual funds made Morningstar's 2023 "Thrilling 30" list. We’ve purchased licensing rights and added investm... Details

Updated: Nov 2023
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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.