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General Sales Materials

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LPL SMS Co-Branded Brochure (Dealer Vrs - LPL)

Co-branded brochure highlights the combination of LPL 3(38) services and Capital Group recordkeeping solutions. Details

Updated: Jul 2025

Max: 25

Making Portfolios Personal - Portfolio Consulting and Analytics - Brochure

An overview of our Portfolio Consulting and Analytics services, including personal consultations, portfolio analysis and ongoing e... Details

Updated: Mar 2025

Market opportunities - A guide for Edward Jones key leaders (Dealer Vrs - EJ)

Market opportunities guide for Edward Jones financial advisors, highlighting the educational and practice-management programs CG o... Details

Updated: Oct 2024

Max: 25

Meeting more needs with muni SMAs — Separately Managed Account

Overview of Capital Group’s municipal bond SMA offerings, including a range of national and state-focused strategies, and availabl... Details

Updated: Jun 2025

Max: 10

A model portfolio for every investor (Dealer Vrs - RJ) — American Funds Model Portfolios

This single sheet features the American Funds model portfolios available to Raymond James registered... Details

Updated: Aug 2025

Max: 25

Models Allocation Dealer Bulletin_UBS Version (Dealer Vrs - UBS) — American Funds Model Portfolios

This piece details the July 2022 updates to American Funds multi-fund investment vehicles. Details

Updated: Aug 2022

Not available to order

Morningstar’s “Thrilling 36” Article Reprint

Seven American Funds® mutual funds (at A shares) made Morningstar's 2024 "Thrilling 36" list. This piece is a reprint of the origi... Details

Updated: Oct 2024

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: Aug 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

Updated: May 2021

Not available to order

Updated: Mar 2022

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: Jul 2025

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

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