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Most recently updated pieces

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: Aug 2026

Not available to order

How to build a bond portfolio that meets varying client needs

A brochure that summarizes the portfolio construction portion of our Fixed Income Roadshow deck. Details

Updated: Aug 2026

Max: 50

How to select a portfolio strategist

The Portfolio Strategist Brochure explains to advisors and their clients why our organization is one they can trust, how our philosophy aligns with their goals, how our investment process works, and who are the people wh... Details

Updated: Aug 2026

Max: 50

International equities brochure - Diversify with international (Class A) (A Share)

How Capital Group’s active approach can strengthen your international equity allocation. Details

Updated: Aug 2026

International equities brochure - Diversify with international (Class F-2) (F-2 Share)

How Capital Group’s active approach can strengthen your international equity allocation. Details

Updated: Aug 2026

International equities brochure - Diversify with international (Class F-3) (F-3 Share)

How Capital Group’s active approach can strengthen your international equity allocation. Details

Updated: Aug 2026

International equities brochure - Diversify with international (Class R6) (R-6 Share)

How Capital Group’s active approach can strengthen your international equity allocation. Details

Updated: Aug 2026

Max: 50

International equities roadshow deck - Diversify with international (Class F-2/R-6 shares combo) (R-6, F-2 Share)

Modular roadshow deck for Capital Group’s active approach to capturing international opportunities. ... Details

Updated: Aug 2026

Not available to order

IRA Qualified Charitable Distribution Request

Use this form to request a qualified charitable distribution (QCD) from an IRA account. Details

Updated: Aug 2026

Not available to order

June 2026 Allocation update – American Funds Retirement Income Model Portfolios — American Funds Model Portfolios

This bulletin provide details on the latest allocation changes to our models and portfolio series fu... Details

Updated: Aug 2026

Not available to order

June 2026 Allocation update – Capital Group Active-Passive Retirement Income Models (CGAPM)

This bulletin provide details on the latest allocation changes to our models and portfolio series fu... Details

Updated: Aug 2026

Not available to order

LPL Research Capital Group ETF Core model portfolios single sheet (Dealer Vrs - LPL)

This single sheet displays the LPL Research Capital Group ETF Core model portfolios asset allocation... Details

Updated: Aug 2026

Max: 50

MPP/PSP Distribution Request

Form used to request distributions from a money purchase or profit-sharing plan. Details

Updated: Aug 2026

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: Aug 2026

Max: 50

New Perspective Fund - A core-growth, global equity strategy built for an evolving world. (R-6 Share) — New Perspective Fund

Designed to serve as a conversation starter with intermediaries and plan sponsors about the fund and... Details

Updated: Aug 2026

Our dynamic approach to equity allocation (R-6 Share) — American Funds Target Date Retirement Series

Capital Group explores how our target date series dynamically approaches equity allocation to better... Details

Updated: Aug 2026

Not available to order

Preparing for your first meeting with your estate planning attorney

A 2-page, client-facing resource to help clients get started on estate planning by being fully prepared for their first meeting wi... Details

Updated: Aug 2026

Max: 50

Public-Private+ Credit Brochure

This brochure features information on public and private credit investing, Capital Group and KKR’s partnership and the Capital Group KKR Core Plus+ and Multi-Sector+ interval funds. Capital Group and Kohlberg Kravis Rob... Details

Updated: Aug 2026

Quarterly Investment Portfolio - American Funds U.S. Government Money Market Fund

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Aug 2026

Not available to order

Quarterly Investment Portfolio - American High-Income Trust

Portfolio holdings for one of the last four quarters of the fund's fiscal year. Details

Updated: Aug 2026

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

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