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General Sales Materials

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A distinctive approach to core plus investing (A Share) — American Funds Strategic Bond Fund

American Funds Strategic Bond Fund brochure showcases the fund's investment approach and track recor... Details

Updated: Jan 2025

Diversity, Equity & Inclusion and Sustainability Report: Improving lives for generations : Sales Brochure 2024

Download our Diversity, Equity & Inclusion and Sustainability Report to learn more about our commitm... Details

Updated: Aug 2024

Not available to order

Dividend growth - The special sauce of long-term investing

In this PDF of the Capital Ideas article of the same name portfolio manager Joyce Gordon details why she prefers dividend growers ... Details

Updated: Oct 2021

Not available to order

Edward Jones ETF brochure (Dealer Vrs - EJ)

Edward Jones advisor ETF brochure used by the salesforce to discuss ETFs and our ETF suite. Details

Updated: Sep 2024

Max: 50

Elections come and go. Results last a lifetime. (F-2 Share)

The Presidential Elections brochure uses ICA's 89-year history to demonstrate that despite the uncertainty and negative rhetoric t... Details

Updated: May 2024

Elections come and go. Results last a lifetime. (A Share)

The Presidential Elections brochure uses ICA's 89-year history to demonstrate that despite the uncertainty and negative rhetoric t... Details

Updated: Sep 2024

Emerging Markets Growth Fund Investment results - M Share

Emerging Markets Growth Fund Investment results Details

Updated: Jul 2021

Not available to order

Energy transition - Sidelined, stalled or stepping on the gas?

This thematic research paper focuses on energy transition, exploring compelling long-term investment opportunities in autos, cooli... Details

Updated: Oct 2024

Not available to order

Enhancing asset allocation via multi-objective optimization

Capital Group explores building on the limitations of traditional mean-variance optimization with a multi-objective optimization a... Details

Updated: Jul 2023

Not available to order

ESG Capital Group brochure

Learn about ESG at Capital Group and how our research-driven investment approach integrates material ESG risks and opportunities. Details

Updated: May 2025

Estate planning - Partnering with attorney and client to conquer key process challenges

Financial advisors can help facilitate successful estate planning discussions between clients and th... Details

Updated: Feb 2025

Not available to order

ETF Core Four Sales Brochure

Which Capital Group ETFs can form the core of a portfolio? This brochure introduces the concept of the core four ETFs that may help address some of the larger allocations in an investor’s portfolio. Details

Updated: Jan 2024

ETF Quarterly Newsletter

This quarterly newsletter contains insights and highlights such as emerging opportunities in the ETF space, industry trends, and Capital Group ETF spotlights. Details

Updated: Feb 2025

Max: 50

F-2 Equity Brochure - Equities - Macro, markets and actionable ideas – A brave new world (F-2 Share)

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

Updated: Apr 2025

Max: 50

Family governance – Steering clients and their families through successful transitions of wealth

This advisor presentation offers a framework for facilitating a healthy and productive family wealth... Details

Updated: Apr 2025

Not available to order

Feast of opportunities - Six future food trends

Governments, regulators, companies and consumers are rethinking the way food is produced and consumed in an increasingly resource-... Details

Updated: May 2024

Not available to order

Financial professional year-end tactical checklists

529 and retirement plan investment portfolio checklist Details

Updated: Sep 2024

Max: 111

Finding managers with an asymmetric advantage (F-2 Share)

This brochure takes a look at active managers who have consistently achieved higher returns than peers or their benchmark and have... Details

Updated: Oct 2024

Find the solution that fits your plan - Financial professional version

This single sheet, aimed at financial professionals, offers an at-a-glance comparison of the features in RecordkeeperDirect, PlanP... Details

Updated: Jan 2025

Not available to order

Find the solution that fits your plan - Third-party administrator version

This single sheet, aimed at TPAs, offers an at-a-glance comparison of the features in RecordkeeperDirect and PlanPremier-TPA. Details

Updated: Jan 2025

Not available to order

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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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