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General Sales Materials

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Fixed income - Three actionable ideas for investors striving for balance (F-2 Share)

A brochure that summarizes the actionable ideas portion of our Fixed Income Roadshow deck. Details

Updated: Oct 2025

Gifting assets – Client discussion checklist

A client conversation guide for advisors who have reviewed the presentation “Gifting - Breaking down some basics for clients gifti... Details

Updated: Jan 2022

Gifting – Breaking down some basics for clients gifting to loved ones

This advisor presentation describes key financial and tax implications HNW clients should understand when considering gifting sign... Details

Updated: Oct 2022

Not available to order

Global 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 global equity strategies. It g... Details

Updated: Aug 2025

Max: 50

Global equity strategy guide (A shares for mutual funds mentioned) (A Share)

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

Updated: Aug 2025

Max: 50

A guide to American Funds at LPL Financial

The guide describes the broad array of investment vehicles available to LPL financial professionals. Details

Updated: Aug 2025

Max: 25

A guide to American Funds at MML Investors Services - Pursuing better outcomes for your clients (Dealer Vrs - MML)

A product solution guide to the full suite of Capital Group/American Funds products available to MML... Details

Updated: Sep 2025

Max: 50

A guide to American Funds on the Wealth Management Platform at Osaic

A guide to American Funds on the Wealth Management Platform at Osaic Details

Updated: Oct 2025

Max: 50

Guide to Class R shares (R-2, R-4, R-5, R-2E, R-5E, R-6, R-1, R-3 Share)

Differentiate our Class R shares with this single sheet that highlights pricing for each share class. Details

Updated: Nov 2024

Not available to order

Guide to market recoveries

This guide is intended to help investors navigate bear markets and early market recoveries by providing 3 facts about recoveries, 3 mistakes investors make and 3 ideas to implement in portfolios. Details

Updated: Oct 2024

Hidden asset no more? Why evaluating human capital matters

Learn more about how labor relations and other aspects of human capital can drive value creation and destruction in companies. Details

Updated: Sep 2024

Not available to order

How Client Accounts can help you manage your book of business

Learn more about how Client Accounts can help you serve your clients and manage your book of business, including a list of transac... Details

Updated: Sep 2024

Not available to order

How elections move markets in 5 charts

How important is the 2024 U.S. presidential election to portfolios? We dug through more than 90 years of data to identify five ways elections have moved markets. Details

Updated: Aug 2024

Not available to order

How long do recessions and bear markets last?

Bear markets and recessions may feel long when we're in them, but throughout history they have been relatively short compared to b... Details

Updated: May 2025

How resiliency and consistency have led to greater wealth creation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group discusses upside potential and downside resilience tradeoffs and how the American Fund... Details

Updated: Oct 2025

Not available to order

How-to guide for ETF due diligence

A navigation guide to gain practical insights for aligning ETF selection with investors’ longterm goals. Traditional evaluations can overlook what else financial professionals should consider in a growing market. Details

Updated: Nov 2024

Max: 50

How to Handle Market Declines - Retirement Plan Participants

Targeted to retirement plan participants, this brochure explains principles that can help investors through market volatility. Details

Updated: Jun 2024

Not available to order

How to take money out of your 529

Share this single sheet with 529 investors when they have questions about how to take a distribution from their CollegeAmerica® accounts. Details

Updated: Nov 2024

Max: 25

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

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Apr 2025

The ICA Guide (A Share) — The Investment Company of America

Includes more than 15 sales stories that demonstrate Capital’s years of successful money management, as well as the success of our... Details

Updated: Apr 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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