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General Sales Materials

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Bridge to Wealth Single Sheet

Find out what tools and services Capital Group offers to help you establish or build your wealth management program. Details

Updated: Jul 2025

Business transitions – Planning basics for clients selling a business

This advisor presentation describes how to help clients who are considering transitioning their business build the right team and ... Details

Updated: Oct 2022

Not available to order

Can midterm elections move markets? 5 charts to watch

In this PDF of the Capital Ideas article of the same name we examine 90 years of data to uncover how markets have reacted to elect... Details

Updated: Sep 2022

Not available to order

The Capital Advantage - Equity-focused mutual funds with index-beating lifetime results (A Share)

This chart shows how our 20 equity-focused American Funds have performed relative to their relevant ... Details

Updated: Jun 2025

Capital Group Active-Passive Model Portfolios Commentary_1Q25

The quarterly commentary letter for the Capital Group Active-Passive model portfolios details a brief market recap, model results ... Details

Updated: May 2025

Max: 50

Capital Group CEO Tim Armour On Weathering The Coronavirus

Capital Group Chairman Tim Armour responds to questions about the recent market reaction to the coronavirus and what Capital is d... Details

Updated: Apr 2020

Not available to order

Capital Group (Environmental, Social and Governance) ESG Policy Statement

Download our ESG policy statement to learn more about how we integrate material ESG risks and opportunities into our investment ap... Details

Updated: Jun 2025

Not available to order

Capital Group ESG Global Study 2024

Download Capital Group’s ESG Global Study. Explore AI use in ESG data analysis, why data, energy and labor rights are material AI-related ESG risks, and how multi-thematic sustainable investment funds are getting popular... Details

Updated: Oct 2024

Capital Group ETFs investor brochure

A brochure for investors that discusses Capital Group's investment approach, basic information about ETFs and provides an overview of our ETF suite. Details

Updated: Jul 2024

Capital Group SMAs Capabilities Brochure — Separately Managed Account

This advisor-facing brochure provides an overview of Capital Group's separately managed account (SMA) strategies, services and cus... Details

Updated: Aug 2024

Max: 25

Capital Group TCFD report - Climate-related reporting

Discover how we integrate climate change considerations into our investment process, client offerings and business operations. Details

Updated: Jun 2025

Not available to order

Capital Group U.S. Income and Growth (USIG) SMA Brochure - Value may not mean what you think (SMA) — Capital Group U.S. Income and Growth

The Capital Group U.S. Income and Growth (USIG) SMA brochure details how the SMA focuses on growing ... Details

Updated: May 2025

Max: 50

The Capital System brochure

Learn about Capital Group’s distinctive investment approach, The Capital System, designed to deliver superior results for investors. Details

Updated: Apr 2025

The Capital System single sheet

Learn about Capital Group’s distinctive investment approach, The Capital System, designed to deliver superior results for investors. Details

Updated: Apr 2025

Client Workbook - My Best Retirement

Retirement planning workbook for financial professionals to use with clients to help pre-retirees envision life in retirement, while helping advisors gather crucial financial planning information. Details

Updated: Apr 2025

Default target date trust mapping (assumed retirement at age 65) — Capital Group Target Date Retirement Series

Guide to determine which target date trust is appropriate for a participant's retirement horizon. Details

Updated: Jun 2025

Max: 50

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. (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

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

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Investors should carefully consider investment objectives, risks, charges and expenses. This and other important information is contained in the fund prospectuses, summary prospectuses, CollegeAmerica Program Description and ABLEAmerica Program Description which can be obtained from a financial professional and should be read carefully before investing. CollegeAmerica and ABLEAmerica are distributed by American Funds Distributors, Inc. and sold through unaffiliated intermediaries.

Depending on your state of residence, there may be an in-state plan that provides state tax and other state benefits not available through CollegeAmerica (such as financial aid, scholarship funds and protection from creditors) or ABLEAmerica.
Before investing in any state's 529 plan, investors should consult a tax advisor.

CollegeAmerica and ABLEAmerica are sponsored by Virginia529℠ .

All Capital Group trademarks mentioned are owned by The Capital Group Companies, Inc., an affiliated company or fund. All other company and product names mentioned are the property of their respective companies.

Use of this website is intended for U.S. residents only. Use of this website and materials is also subject to approval by your home office.

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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