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General Sales Materials

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MSI Brochure 5-Year Redesign — American Funds Multi-Sector Income Fund

The brochure has been updated to include 5-year returns and discuss how the fund models the Capital fixed income approach of balan... Details

Updated: Apr 2024

Mythbusted - Active ETFs can be as tax efficient as passive ETFs — ETF Equities

A common myth is ETFs are more tax efficient because they are mostly passively managed. This article... Details

Updated: Feb 2023

One fund. Many benefits. – AFTD participant pamphlet — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Dec 2023

Our approach to investment stewardship

An in-depth report on our investment stewardship that demonstrates our commitment to our engagement and proxy voting activities Details

Updated: Jun 2023

Not available to order

Parenthood – Starting the estate planning conversation with new parents

This advisor presentation outlines some estate plan basics that clients should consider, including key documents, roles and respon... Details

Updated: Oct 2022

Not available to order

Parents Important estate planning considerations for parents

Client-facing brochure from the Wealth Strategist team. This investor-facing piece introduces new parents to the estate planning t... Details

Updated: Aug 2020

Not available to order

Pathways to Growth - 2023 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand how practice management behaviors drive busin... Details

Updated: Aug 2023

Max: 25

Philanthropy – Helping clients optimize their charitable giving strategy

This advisor presentation provides a framework to help HNW clients identify giving strategies that can meet both their charitable ... Details

Updated: Oct 2022

Not available to order

PlanPremier-Bundled Sample Proposal (PP Bundled)

This proposal book, customized for your prospective client, includes the important details of their American Funds PlanPremier-Bun... Details

Updated: Oct 2023

Not available to order

PlanPremier-TPA Sample Proposal (PPTPA)

This proposal book, customized for your prospective client, includes the important details of their American Funds PlanPremier-TPA retirement plan, including service, investments, participant education and pricing. Details

Updated: Oct 2023

Portfolio Concepts - PC Trends - Stay ahead of the curve (F-2 Share)

This is a pdf on portfolio construction trends in 2020. Details

Updated: Dec 2020

Not available to order

A portfolio for every investor (F-2 Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2024

A portfolio for every investor (A Share)

This brochure offers details on each of our funds, with an expanded section on funds of funds, designed to help identify those tha... Details

Updated: Apr 2024

Practice Management - 3 Highly Effective Steps to Turbocharge Your Brand

This workbook, which accompanies the webinar, Branding your business in today’s world, highlights steps and activities to help boo... Details

Updated: Aug 2020

Not available to order

Practice Management Overview Brochure

Brochure describing Practice Management at Capital Group, including Elite Engagement, PracticeLab.com and Pathways to Growth: Advisor Benchmark Study. Learn how advisors can engage and benefit from our specialist team. Details

Updated: Oct 2023

Prospect and grow using digital strategies - 21 Day Action Plan - Webinar version

The webinar-specific version of the resource developed by the APM team as part of its Elite Engageme... Details

Updated: Apr 2021

Not available to order

Reasons to diversify

Reinforces the importance of having a diversified portfolio. Shows the best performing asset class for each of the last 10 years. Details

Updated: Jun 2023

RecordkeeperDirect Sample Proposal (RKD)

This proposal book, customized for your prospective client, includes the important details of their American Funds RecordkeeperDir... Details

Updated: Oct 2023

Remarriage – Preparing clients for better and for worse

This advisor presentation highlights nine financial and estate planning pitfalls common with an “other than first” marriage or a b... Details

Updated: Oct 2022

Not available to order

Updated: Apr 2024
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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.