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General Sales Materials

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4 ways to stay calm when markets stumble

The coronavirus market correction might tempt nervous investors to abandon the stock market. This PDF for advisors and investors o... Details

Updated: Mar 2020

Not available to order

ABLEAmerica Program Description

ABLEAmerica Program Description Details

Updated: Jul 2024

Max: 50

Active ETFs for the core and more

A single sheet that lists Capital Group's ETFs, their Morningstar categories, fees and approaches. Details

Updated: Jan 2025

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: Jul 2024

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: Mar 2025

Max: 10

American Funds Managed Portfolios

Describes all of American Funds' Managed Portfolios offerings, including Portfolio Series and Target Dates, and educates investors on the values of diversified, actively managed holdings. Details

Updated: Jun 2024

American Funds Model Portfolios and Portfolio Series funds rated Gold by Morningstar

A piece which lists and describes American Funds Model Portfolios and Portfolio Series funds that ar... Details

Updated: Mar 2025

Not available to order

American Funds Model Portfolios at Merrill Brochure (Dealer Vrs - ML) — American Funds Model Portfolios

This brochure features all of the American Funds model portfolios available at Merrill. Details

Updated: Apr 2024

Max: 50

American Funds Model Portfolios for LPL Financial (Dealer Vrs - LPL) — American Funds Model Portfolios

The investor-facing, 4-page brochure provides an overview of the American Funds Model Portfolios ava... Details

Updated: Feb 2025

Max: 25

Updated: Apr 2025

Max: 10

American Funds solutions for Edward Jones - Large-cap funds (Dealer Vrs - EJ)

The equity-focused funds from American Funds, by Capital Group, within the large-cap sleeve of Edward Jones’ IPC guidelines vary w... Details

Updated: May 2024

April 2025 Allocation update – American Funds Moderate Growth Model Portfolio

The allocation bulletin highlights key investment themes and includes the most recent allocation changes within each model. Details

Updated: Apr 2025

Not available to order

A-share Equity Brochure - Equities - Macro, markets and actionable ideas – A brave new world (A Share)

Presentation providing an overview of equity market insights, equities at Capital Group and actionab... Details

Updated: Apr 2025

Max: 50

As rate hikes near end, historic investor opportunity may begin - PDF

In the last four Federal Reserve cycles when rate hikes ended, stocks and bonds outpaced cash-like investments sharply in the firs... Details

Updated: Sep 2023

Not available to order

Basic Plan Amendment Mailing - Letter to Financial Professionals

Letter sent to advisors for the Basic Plan Amendment. Details

Updated: Apr 2021

Not available to order

Basic Plan Amendment Mailing - Letter to Plan Sponsors

Letter to Plan Sponsors for the 2021 Basic Plan Amendment. Sent as part of the Amendment mailing to Plan Sponsors with Basic Plan ... Details

Updated: Apr 2021

Not available to order

Basic Plan Amendment to the Summary Plan Description

Basic Plan Amendment to the Summary Plan Description. Sent as part of the 2021 Amendment mailing to Plan Sponsors with a letter a... Details

Updated: Jun 2021

Not available to order

Braving the bear

This brochure shows how staying the course through three extended bear markets of the past would have paid off for long-term investors and provides helpful ideas for weathering declines. Details

Updated: Sep 2023
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