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General Sales Materials

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Portfolio summary (GFPI) 1Q 2021

Portfolio summary (GFPI) 1Q 2021 Details

Updated: Apr 2021

Not available to order

PracticeLab Wealth Planning Reference Guide 2025

An overview of tax and retirement planning dates, rates and contribution limits for 2025. Details

Updated: Dec 2024

Practice Management - 21-Day Brand-Building Action Plan

This plan is a follow-up for participants in the webinar, Branding your business in today’s world. It provides steps to help imple... Details

Updated: Feb 2025

Not available to order

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: Feb 2025

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

Public Version - Capital Group Equity market Insights - a brave new world

Presentation providing an overview of equity market insights. Details

Updated: Apr 2025

Not available to order

Quarterly Investment Portfolio - Capital Group California Core Municipal Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Mar 2025

Not available to order

Quarterly Investment Portfolio - CG PCS Fixed Income Funds

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Sep 2024

Not available to order

The real story - Capital Group versus passive in core bonds (F-2 Share)

Single sheet that showcases the Bond Fund of America’s returns versus its two largest passive peers the BND and AGG ETFs, and intr... Details

Updated: Feb 2024

The real story - Capital Group versus passive in core bonds (A Share)

Single sheet that showcases the Bond Fund of America’s returns versus its two largest passive peers the BND and AGG ETFs, and intr... Details

Updated: Feb 2024

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: Jul 2024

RecordkeeperDirect online enrollment summary guide

This guide for plan sponsors and intermediaries describes how online enrollment works for RecordkeeperDirect plans, as well as the... Details

Updated: Apr 2024

RecordkeeperDirect Sample Proposal (RKD)

This proposal book, which can be customized for prospective clients, includes important details on the service, investments, parti... Details

Updated: Aug 2024

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: Mar 2025

Resource Guide (A Share)

A comprehensive quarterly guide to the American Funds. Details

Updated: Mar 2025

Retirement Redefined research report

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Details

Updated: Oct 2021

Retirement Redefined research report -- Edward Jones

Capital Group modern retiree research on the changing dynamics of investors as they enter and experience retirement today. Financi... Details

Updated: Dec 2021

RIA Resource Guide brochure

This RIA Resource Guide provides an overview of the resources American Funds offers advisors who recently transitioned or are considering moving to an RIA business model, including key contacts, investment solutions and ... Details

Updated: Mar 2024

RKD e-distributions – Take advantage of a better withdrawal and loan process online

This single sheet highlights key benefits and features of the e-distribution and e-loan services ava... Details

Updated: Apr 2025

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

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As of July 1, 2024, American Funds Distributors, Inc. was renamed Capital Client Group, Inc.

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