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General Sales Materials

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Morningstar’s “Thrilling 33” Article Reprint

Article reprint of Morningstar’s 2025 “Thrilling” list, a popular funds feature that lists six American Funds® at Class A shares. ... Details

Updated: Nov 2025

MSI Brochure 5-Year Redesign (F-2 Share) — American Funds Multi-Sector Income Fund

The brochure has been updated to include 5-year returns and discuss how the fund models the Capital ... Details

Updated: Nov 2025

Municipal bond SMAs - A discerning approach to managing risk — Separately Managed Account

Overview of Capital Group’s muni SMA offering, including state portfolios, customization options and... Details

Updated: Oct 2025

Max: 50

n/a - DO NOT DISPLAY

n/a - DO NOT DISPLAY Details

Updated: Jan 2024

Not available to order

Nationwide 5-pack single sheet (Dealer Vrs - Nationwide)

This is a quarterly overview of portfolios that can be constructed at Nationwide using American Funds Insurance Series funds. This... Details

Updated: Jan 2026

Max: 50

One fund. Many benefits. – AFTD participant brochure (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Jul 2025

Not available to order

One fund. Many benefits. – AFTD participant pamphlet — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Jul 2025

One fund. Many benefits. – AFTD participant pamphlet (Spanish) — American Funds Target Date Retirement Series

Helps plan-eligible employees better understand the importance of participation in employer retireme... Details

Updated: Jul 2025

One fund. Many benefits. – CGTD participant PPT

Helps plan-eligible employees better understand the importance of participation in employer retirement plans and offers insight on... Details

Updated: Jul 2025

Not available to order

Our approach to investment stewardship

An in-depth report on our investment stewardship that demonstrates our commitment to our engagement and proxy voting activities. Details

Updated: May 2025

Not available to order

Parametric brochure - Time-tested strategies with customization and tax management — Separately Managed Account

Separately managed accounts that combine active tax management from Parametric and active investing ... Details

Updated: Apr 2025

Max: 50

Parenthood – Starting the estate planning conversation with new parents

This advisor presentation outlines some estate plan basics that clients should consider, including key documents, roles and respon... Details

Updated: Oct 2022

Not available to order

Pathways to Growth - 2024 Advisor Benchmark Study

Latest update to Capital Group’s multiyear study of financial advisors to understand the individual skills that drive business gro... Details

Updated: May 2024

PC/AFMP Speaker Presentation “Grow your practice with model portfolios” 3Q-4Q21

This presentation discusses Capital Group's philosophy on portfolio construction and model portfolios, stressing our objective-bas... Details

Updated: Feb 2022

Not available to order

Philanthropy – Helping clients optimize their charitable giving strategy

This advisor presentation provides a framework to help HNW clients identify giving strategies that can meet both their charitable ... Details

Updated: Oct 2022

Not available to order

PlanPremier-Bundled sample proposal (PP Bundled)

This sample book illustrates the proposal that can be ordered for prospective clients of Capital Group’s PlanPremier-Bundled 401(k... Details

Updated: Jun 2025

Not available to order

PlanPremier-TPA sample proposal (PPTPA)

This sample book illustrates the proposal that can be ordered for prospective clients of Capital Group’s PlanPremier-TPA 401(k) retirement plan solution with administration from a third-party administrator. Details

Updated: Jun 2025

Plan your journey to retirement 401k_Presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for retirement plan partic... Details

Updated: Aug 2025

Not available to order

Plan your journey to retirement SIMPLE IRA_Presentation

This presentation is designed to help financial professionals lead educational and enrollment workshops for SIMPLE IRA retirement ... Details

Updated: Aug 2025

Not available to order

Portfolio characteristics - Portfolio Summary (USC) 1Q 2021

Portfolio characteristics - Portfolio Summary (USC) 1Q 2021 Details

Updated: Apr 2021

Not available to order

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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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