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General Sales Materials

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Featured

The ICA Guide - Class F2 Shares (F-2 Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management,... Details

Updated: Mar 2026

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: May 2026

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: Jul 2026

Morningstar’s “Thrilling 33” Article Reprint

Article reprint of Morningstar’s 2025 “Thrilling” list, a popular funds feature that lists six American Funds® at Class A shares. ... Details

Updated: Nov 2025

Keys to prevailing through stock market decline

This guide to market volatility can help investors remain calm during downturns and avoid common mistakes that could derail their ... Details

Updated: Apr 2026
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Alphabetical

1Q 2022 - Fixed Income Perspectives

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

Updated: Apr 2022

Not available to order

2026 Midyear Outlook - Long-term perspective on markets and economies

The 2026 Midyear Outlook report features macro, equity, and fixed income themes from the perspectives of Capital investment profes... Details

Updated: Jun 2026

2026 Outlook - Long-term perspective on markets and economies

The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

Updated: Jan 2026

Max: 50

2026 Outlook - Long-term perspective on markets and economies (No Funds)

The 2026 Outlook report features macro, equity, and fixed income themes from the perspectives of various Capital investment profes... Details

Updated: Jan 2026

Max: 50

2Q-2026 Quarterly Statistical Update

Provides one-, five-, 10-year annualized returns for A and C shares (with and without a sales charge) and F and 529 shares, as well as Lipper and Morningstar rankings. Must accompany literature containing prior-dated sta... Details

Updated: Jul 2026

2Q-2026 Quarterly Statistical Update (R-1 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Jul 2026

2Q-2026 Quarterly Statistical Update (R-2E Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Jul 2026

2Q-2026 Quarterly Statistical Update (R-2 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Jul 2026

2Q-2026 Quarterly Statistical Update (R-3 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Jul 2026

2Q-2026 Quarterly Statistical Update (R-4 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Jul 2026

2Q-2026 Quarterly Statistical Update (R-5E Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Jul 2026

2Q-2026 Quarterly Statistical Update (R-5 Share)

Provides one-, five-, 10-year and lifetime annualized returns. Details

Updated: Jul 2026

2Q26 Portfolio Construction Insights_MAIN_Brochure

Portfolio construction insights (PC Insights) brochure on equity and fixed income, including industry research, Capital's direct a... Details

Updated: Aug 2026

Max: 5

2Q26_Portfolio Construction Insights_MAIN_Takeaway

An abbreviated version of the portfolio construction insights (PC Insights) brochure on equity and fixed income, including industr... Details

Updated: Aug 2026

Max: 50

30-60-90 plan for new financial advisory clients

Template for a document that advisors give to new clients during onboarding. Depicts what to expect in the first 30, 60 and 90 day... Details

Updated: Oct 2024

ABLEAmerica Program Description

ABLEAmerica Program Description Details

Updated: Jul 2026

Max: 50

Active fixed income ETFs - A primer on what you need to know

Financial professionals are accelerating knowledge as more active ETFs come to market. Capital Group shares insights on the benefi... Details

Updated: Oct 2025

Max: 50

Advisory board starter kit

Advisory boards are among the best ways to transform clients into advocates for your business, generating loyalty as well as referrals. But those benefits don’t come without effort. Here are our easy steps to get started... Details

Updated: Oct 2024

Aging – Talking to clients about protecting their parents’ financial well-being

This advisor presentation illustrates ways to help HNW clients with aging parents when it’s time to transition care and control of... Details

Updated: Oct 2022

Not available to order

American Funds Active-Passive Model Portfolios with Vanguard at Morgan Stanley Brochure (Dealer Vrs - MS)

The brochure describes and provides some data points for the 10 American Funds Active-Passive Model ... Details

Updated: Aug 2026

Max: 10

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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/or summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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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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