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Most recently updated pieces

(Dealer Vrs - ML)

FOR MERRILL USE ONLY - The quarterly commentary letter for the American Funds model portfolios offered at Merrill details a brief market recap, model results and describes Capital Group's asset allocation and portfolio c... Details

Updated: Nov 2025

Max: 10

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: Nov 2025

Not available to order

Enrollment meeting checklist - Make your enrollment meeting a success

Financial professionals can use this checklist to help them prepare for a successful enrollment meeting. Details

Updated: Nov 2025

Not available to order

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: Nov 2025

Max: 50

Fixed income - Capital Group Core Plus - Two approaches for varying investor needs

This brochure highlights the benefits and distinct investment approaches behind core plus bond inves... Details

Updated: Nov 2025

Max: 50

Fixed income implementation guide - Navigate markets with confidence (F-2 Share)

The fixed income implementation guide features all the fixed income funds and strategies available t... Details

Updated: Nov 2025

Fixed Income - Platform and results snapshot (F-2 Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Nov 2025

Fixed Income - Platform and results snapshot (R-6 Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Nov 2025

Fixed Income - Platform and results snapshot (A Share)

A 4-page brochure that briefly describes Capital Group’s fixed income platform, and provides mutual fund and ETF rankings, results... Details

Updated: Nov 2025

Fund information matrix – American Funds Portfolio Series — American Funds Portfolio Series

Lists information alphabetically about each fund and share class, such as the fund number, Quotron s... Details

Updated: Nov 2025

Max: 25

Fund information matrix (F-2, C, A, F-1, F-3 Share)

Lists information alphabetically about each fund and share class, such as the fund number, Quotron symbol, tax identification numb... Details

Updated: Nov 2025

Not available to order

Fund information matrix (R-4, R-5, R-3, R-5E, R-2E, R-1, R-6, R-2 Share)

Lists information alphabetically about each fund and share class, such as the fund number, Quotron symbol, tax identification numb... Details

Updated: Nov 2025

Not available to order

Fund spotlight - American Balanced Fund (F2 share class) (F-2 Share) — American Balanced Fund

In this fund-only spotlight, we look at American Balanced Fund. The piece explores risk-adjusted ret... Details

Updated: Nov 2025

Fund spotlight - American Balanced Fund (A share class) (A Share) — American Balanced Fund

In this fund-only spotlight, we look at American Balanced Fund. The piece explores risk-adjusted ret... Details

Updated: Nov 2025

Fund spotlight - Capital Income Builder (F-2 Share) — Capital Income Builder

In this fund-only version of our spotlight series brochures, we take a look at Capital Income Builde... Details

Updated: Nov 2025

Max: 111

Fund spotlight - Fundamental Investors (F-2 Share) — Fundamental Investors

In this fund-only spotlight, we take a look at Fundamental Investors, an American Funds mutual fund.... Details

Updated: Nov 2025

Fund spotlight - The Growth Fund of America (F-2 Share) — The Growth Fund of America

In this fund-only version of our spotlight series brochures, we take a look at The Growth Fund of Am... Details

Updated: Nov 2025

Fund spotlight - The Income Fund of America (F-2 Share) — The Income Fund of America

In this fund-only spotlight, we take a look at The Income Fund of America. This income strategy focu... Details

Updated: Nov 2025

Max: 50

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: Nov 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: Nov 2025

Max: 50

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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 and summary prospectuses, which can be obtained from a financial professional and should be read carefully before investing.

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