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General Sales Materials

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Understand your options for your retirement account

This brochure, for employees leaving their current employer, outlines the options for rolling over retirement plan proceeds. Details

Updated: May 2024
Updated: May 2024

Unlock a world of possibilities

This brochure highlights the importance of saving for college and outlines American Funds' offerings. Details

Updated: Feb 2025

Unlock a world of possibilities - CollegeAmerica 529 savings plan

Shows how CollegeAmerica is a way to help families face one of the most expensive challenges they’ll ever have: putting a child th... Details

Updated: Feb 2025

U.S. equity strategy guide (F-2 shares for mutual funds mentioned) (F-2 Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Feb 2025

Max: 50

U.S. equity strategy guide (A shares for mutual funds mentioned) (A Share)

This piece functions as a menu of offerings for clients interested in U.S. equity strategies. It gives an overview of the characte... Details

Updated: Feb 2025

Max: 50

Weather watch - Four sectors feeling the force of nature

Title: Weather watch: Four sectors feeling the force of nature Literature Description: Our investment professionals share their t... Details

Updated: Apr 2024

Not available to order

Welcome to our Series - AFTD Participant Onboarding Digital Brochure — American Funds Target Date Retirement Series

This digital brochure helps plan participants understand the distinctive features, benefits and desi... Details

Updated: May 2025

Not available to order

Wells Fargo - Core American Model Portfolios - Your portfolio should be constructed with you in mind (Dealer Vrs - WF)

A co-branded collateral brochure for Wells Fargo clients (an adaptation of the advisor-only version)... Details

Updated: Apr 2023

What a ride! A market cycle condensed into just 2 years (F-2 Share)

In this equity piece, we analyze Capital Group's equity-focused mutual funds through the past two years. We refer to this two-year... Details

Updated: Mar 2024

What to think about before leaping into a pooled employer plan

This brochure offers financial professionals an introduction to pooled employer plans and can help them choose the best solution f... Details

Updated: Jul 2024

Not available to order

What We Know for Sure - Presentation

Uses stories from The ICA Guide to illustrate concepts and strategies that address many of the concerns today's investors may have. Details

Updated: May 2024

When to invest? History suggests opportunity to redeploy cash

A single sheet explaining how cash-like investment returns historically lagged stocks and bonds when the Federal Reserve was on pa... Details

Updated: Nov 2024

Why should plans pay 401(k) expenses with company assets?

Plan sponsors who pay 401(k) expenses with company assets may receive tax benefits and reduce fiduciary liability, while participa... Details

Updated: Jan 2024

Wisdom of Experience - Retire That Thinking - Uncovering Better Strategies for Retirement Readiness

Wisdom of Experience - Retire That Thinking: Uncovering Better Strategies for Retirement Readiness Details

Updated: Mar 2021

Not available to order

With a TPA, you can focus on what you do best (PPTPA RKD)

This single sheet highlights the benefits to financial professionals in having TPAs help manage their clients’ retirement plans. Details

Updated: May 2024

Women's financial futures - New financial philosophies taking shape post COVID-19

Wisdom of Experience - Women's financial futures: New financial philosophies taking shape post COVID... Details

Updated: Apr 2021

Not available to order

World Markets Review April 2025

Monthly World Markets Review Details

Updated: May 2025

Not available to order

Year-end distributions

This piece provides a list of capital gain distributions, qualified dividends and special dividends. Details

Updated: Jan 2025

Your guide to municipal bond investing (F-2 Share)

Guide to municipal bond investing, covering market evolution, Capital Group’s distinctive investment process, the American Funds f... Details

Updated: Mar 2025
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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 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.

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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